What counts as employer match?

Your plan defines a formula such as 100% up to 3% plus 50% of the next 2% of pay.

Are there IRS limits?

Yes. Annual limits apply and can cap contributions regardless of the formula.

Your plan defines a formula such as 100% up to 3% plus 50% of the next 2% of pay.

Yes. Annual limits apply and can cap contributions regardless of the formula.

Annual Salary (USD)

Employee Contribution (%)

Employer Match Rule

100% match up to (%)

50% match next (%)

Custom flat match (%)

Employer match cap (% of salary)

Return (APR %)

Years

Pay Periods / Year