Understanding the Key Incentives of SECURE 2.0: Available Tax Credits
Help clients understand and leverage the SECURE 2.0 Act to establish effective retirement plans, guiding them through the incentives and benefits for both business success and employee financial well-being.
- Understanding SECURE 2.0 Incentives: Educate clients on the key incentives provided by the SECURE 2.0 Act, including the startup tax credit, employer contribution credit, and auto-enrollment tax credit.
- Navigating Complexities: Assist clients in navigating the complexities of SECURE 2.0, helping them take full advantage of the available benefits to establish or enhance their retirement plans.
- Comprehensive Support: Highlight how plan providers can help clients implement these incentives with minimal initial expense and provide specialized ongoing support.
The SECURE 2.0 Act offers 3 enticing new incentives for business owners who want to establish a retirement savings plan. Dive into our SECURE 2.0 Highlights series to learn more about the start-up credit, employer contribution credit, and credit for automatic enrollment now available to employers.
For an in-depth understanding of the SECURE 2.0 Act, visit Ascensus' dedicated resource center.
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that help more than 15 million people save for a better future.
The company is a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers through co-branded, private-labeled, and governmental partnerships.
Ascensus offers comprehensive qualified and non-qualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, and fiduciary and total rewards services. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus.
Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services.