We believe in offering you the resources you need to effectively manage your retirement plan.

By accessing the tools listed below, you can participate in a demonstration of our online features as a plan participant (employee) or a plan sponsor (employer).

See Our Demo Site in Action

Take a quick tour that displays balances, investment options, transaction history, and other information. Sponsors may access reports, upload data, and review the activity of their plan.

KTRADE Calculators

We offer a library of financial-planning calculators to help you plan for a financially secure retirement. These interactive calculators will provide you with dynamic graphics and fully customizable reports and are intended to be another KTRADE tool to help you make sound financial-planning decisions. Though not designed to replace the advice and information you will receive from a qualified professional, our tools are a good place to start planning your future.

Annual Plan Limits

Annual Compensation and Contribution Limits for Qualified Retirement Plans
2017 2016 2015 2014

401(k) and 403(b) Deferral Limit

18,000 18,000 18,000 17,500

457 Deferral Limit

18,000 18,000 18,000 17,500

401(k), 403(b), 457 Catch-up Contribution Limit

6,000 6,000 6,000 5,500

SIMPLE Deferral Limit

12,500 12,500 12,500 12,000

SIMPLE Catch-up Contribution Limit

3,000 3,000 3,000 2,500

Annual Compensation Limit

270,000 265,000 265,000 260,000

Defined Benefit 415 Limit

215,000 210,000 210,000 210,000

Defined Contribution 415 Limit

54,000 53,000 53,000 52,000

Dollar Limit for HCEs

120,000 120,000 120,000 115,000

Dollar Limit for Key Employee

175,000 170,000 170,000 170,000

Social Security Taxable Wage Base

127,200 118,500 118,500 117,000