Charts & Tables

Access these useful resources to help better manage your retirement plan.

Defined Contribution Plan Roles
Small Business Plans Comparison Chart
2019 Retirement Plans Annual Limits
2018 Retirement Plans Annual Limits
2017 Retirement Plans Annual Limits
Uniform Lifetime for RMDs (Table III)
Single Life Expectancy for RMDs (Table I)
Joint Life and Last Survivor Expectancy for RMDs (Table II)
See IRS Publication 590-B, Appendix B
401(k) Calendar

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Articles & Documents

Read retirement planning articles from Charter Capital Management.

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Useful Website Links

Access links to other useful retirement planning online resources.

Contact CCM

We’re here to help. Contact the Corporate Retirement specialists at Charter Capital Management today.

Contact Us

Charter Capital Management

13805 West Burleigh Road, Suite 100
Brookfield, WI 53005

phone 414.257.3700
fax 414.257.0917

Thank you for visiting Charter Capital Management's Corporate Retirement website. Charter also offers Individual Wealth Management services. For more information, visit our Individual Wealth Management site.