UP TO $5,000 TAX CREDIT
Retirement Plans Startup Costs Tax Credit
Employers may be able to claim a $5,000 tax credit for up-to three years for some of the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan. For more information and a link to the IRS website, click the button below.
ERISA/Fidelity Bond
401(k) Bond
The IRS requires all plans with employees to have an ERISA Fidelity Bond in place. The purpose of the bond is to protect employee benefit plans from the risk of loss due to fraud or dishonesty.
EIN ASSISTANT
Employer Identification Number (EIN) Sign Up
Identify and authenticate your business with the IRS. Determine your legal structure, business, or type of organization. Then complete important details to setup your company. For more information and a link to the IRS website, click the button below.
5500 SEARCH
Search Form 5500 Database
Easily search the Department of Labor Form 5500 electronic database for retirement plan information. For more information and a link to the DOL website, click the button below.
