Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. Learn More >
Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >
For small employer retirement plans, a tax credit of up to 50% of the first $1,000 in “eligible start up costs” may be available to offset establishment and administration costs. Learn More >
A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans.
A review of plan features for the 4 types of common plan designs used by small employers.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).