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4 Small Employer Plan Credits

Leisha Gosling, MBA, CEBS, QKA, QKC | Small Employer Credit |

Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. Learn More >

Details of the SECURE Act - Part Five: Small Employer Plan Credit

The SECURE Act |

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 >

Small Employer Credit for Retirement Plan Start-Up Costs

Small Employer Credit |

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 >

Tax Credit for Small Business Retirement Plan

Small Employer Credit |

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 >

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