$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
 
 
 
 

(858) 257 - 3555

tom burns 

san diego

TPA

Third party administrator 

pension

401k

401(k)

retirement plan

retirement planning

form 5500

administration