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Tax Credits and Deductions for Small Employer Plans

Jim Gasaway
Mar 11, 20241 min read

Secure Act 2.0 and the available tax credits and deductions when starting a new 401(k) plan.


SECURE Act 2.0 has substantially increased the available tax credits for small employer plans. Below provides an overview of the credits and how they are valuable to business owners considering a new 401(k) plan.


Tax Credits and Deductions for Small Employer Plans


Click below to download the full PDF version and learn more.



The Alliance Team


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This presentation is not an offer or a solicitation to buy or sell securities. The material discussed is meant to provide general education information only and it is not to be construed as specific investment, tax or legal advice and does not give investment recommendations.


Certain risks exist with any type of investment and should be considered carefully before making any investment decisions. Keep in mind that current and historical facts may not be indicative of future results.


Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/123807.



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Alliance Retirement Plan Solutions (“ARPS”) is a division of Gasaway Investment Advisors, Inc. (“GIA”), an SEC registered investment adviser registered with the Securities and Exchange Commission ("SEC").  ARPS, a DBA wholly owned by Gasaway Investment Advisors, Inc., provides bundled and unbundled 401(k) Third Party Administration and Recordkeeping services for businesses to assist their employees with saving for retirement.


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More information can be found at https://adviserinfo.sec.gov/firm/summary/123807.
 

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