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Tax Credit Calculator


Tax Credits Available


Auto-Enrollment Credit

Companies implementing automatic enrollment for their employees in a 401(k) plan may be eligible for a $500 credit.

Despite this auto-enrollment feature, employees have the option to opt out of the plan should they choose not to participate.


Administration Credit

Employer’s will recieve $250 per non-highly compensated employee that participates in a plan.

This will allow the business to offset up to 100% of any out of pocket expenses including adminstration and record keepers costs.


Contribution Credit

Companies have the potential to receive up to $1,000 per employee who earns under $100,000 annually.

This incentive is designed to help businesses offset the costs associated with providing a match or contribution to their employees’ retirement plans.

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