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
Charter Capital Management
13805 West Burleigh Road, Suite 100
Brookfield, WI 53005
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.