As part of an effort to encourage small businesses to offer 401(k) plans to their employees earning under $150,000 per year, there are tax credits available that can help offset the costs of offering the plans.
To qualify, your business must have had fewer than 100 employees who earned more than $5,000 in the previous year, the retirement plan must cover at least 1 eligible employee, and you must not have offered a plan in the preceding three years.
The available tax credits can cover 100% of startup costs if your business has 50 employees or fewer and 50% of these costs if you employ between 51 and 100 employees up to $5,000. Startup costs included any costs to get the retirement plan started and educate your employees about it and its benefits.
In addition to the tax credit for startup costs, you may also be eligible to receive up to $1,000 in tax credits per employee for any matching contributions to their retirement plans. There are also tax credits available for establishing an automatic enrollment feature.
As always, please reach out to us and we can consult on what benefits and credits your company is eligible for.