Tax credit calculator

See how much of your plan's startup cost the SECURE 2.0 Act could offset — estimate your startup, auto-enrollment, and employer-contribution credits over five years.

For plan sponsors

SECURE 2.0 tool

Estimate your startup tax credits.

The SECURE 2.0 Act can offset much of the cost of starting a plan. Estimate your potential startup, auto-enrollment, and employer-contribution credits over five years.

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This tool provides estimates only, based on current SECURE 2.0 provisions. It is not tax, legal, or fiduciary advice.