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 >
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The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method.
A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design.
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).