Secure 2.0 Act
Tax Credit Calculator
Estimate how much your business could save with Secure 2.0 tax credits for new 401(k) plans.
Your Business Details
150100
Include admin fees, setup fees, and advisory costs
How it's calculated
• Businesses with ≤50 employees: 100% of startup costs credited (up to $5,000/yr)
• Businesses with 51–100 employees: 50% of startup costs credited
• Auto-enrollment credit: $500/employee up to $1,500/yr
• Credits apply for 3 years from plan inception
Total Estimated Savings
$13,500
over 3 years
Breakdown
Startup Cost Credit (per year)$3,000
Credit Rate100%
Startup Credits (3 years)$9,000
Auto-Enrollment Credit (per year)$1,500
Auto-Enrollment (3 years)$4,500
* This is an estimate only. Actual credits depend on your specific situation. Consult with a tax professional for personalized advice. GlidingPath is not a tax advisor.