The IRS has released Notice 2026-66 highlighting the changes for 2027 Plan Limits.
We’ve summarized the most relevant 2027 plan limits for your employees below and linked them here.
The full update for you as the Plan Sponsor is summarized below and in the 2027 IRS Plan Limits document linked here.
IMPORTANT NOTE – In 2027, employees aged 50+ who earned more than $155,000 in prior‑year FICA‑taxable wages must make catch-up contributions as Roth.
Disclosure: This content is for informational purposes only and not investment advice.
