top of page
$500 
CREDIT
$500 TAX CREDIT

Retirement Plans Startup Costs Tax Credit

 

Employers may be able to claim a $500 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 here.

EIN Assisant

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 here.

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 here.

dfvpc calculator

Delinquent Filer Voluntary Compliance Program (DFVCP) 

​

The online DFVCP penalty calculator helps you accurately calculate the payment needed. Conveniently available online for easy payment.  For more information and a link to the DOL website,
click here.

helpful resources
$500 Tax Credit
EIN Assistant
5500 Search
DFVPC Calculator
bottom of page