A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
This chart describes the four safe harbor options available to employers to avoid some nondiscrimination testing. Learn More >
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The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $65,000.
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.