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Retirement Planning
Chapter 9: SEPs & SIMPLEs/SIMPLE IRA, SIMPLE 401(k), 401(k) PLAN COMPARISON
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Chapter 9: SEPs & SIMPLEs

SIMPLE IRA, SIMPLE 401(k), 401(k) PLAN COMPARISON

01.Core Concepts

(2 OF 3) 401(k) Plans SIMPLE 401(k) SIMPLE IRA Required None required if meet contribution requirements None required if meet contribution requirements Annual Testing Vesting Schedules Allowed All contributions are fully vested All contributions are fully vested Vesting $23,500 (2025) Same as SIMPLE IRA $16,500 (2025) ($17,600 for small employers and electing large employers) Employee Elective Deferral Contribution Limit $7,500 (2025) Same as SIMPLE IRA $3,500 (2025) ($3,850 for small employers and electing large employers) Catch-Up Contribution for Age 50+