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Retirement Planning
Chapter 9: SEPs & SIMPLEs/SIMPLE IRAs – 2025 INCREASED LIMITS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 9: SEPs & SIMPLEs

SIMPLE IRAs – 2025 INCREASED LIMITS

01.Core Concepts

Employers with 25 or Fewer Employees • Regular contribution and catch-up limits increased • $17,600 (2025), plus $3,850 (2025) catch-up age 50+ Employers with 26 to 100 Employees • Electing Large Employer • Employer offers 4% match or 3% nonelective contribution • Regular contribution and catch-up limits increased • $17,600 (2025), plus $3,850 (2025) catch-up age 50+ • Non-Electing Large Employer • Employer offers 3% match or 2% nonelective contribution • Regular contribution and catch-up limits apply • $16,500 (2025), plus $3,500 (2025) catch-up age 50+ Additional Nonelective Employer Contribution • Maximum 10%, not to exceed $5,100 (in 2025)