Our easy-to-use plan modeling tool helps you explore plan coverage requirements and model plan contributions—for business owners such as yourself and, if applicable, for your business's covered employees.
Note: The SECURE Act 2.0 of 2022 made substantial changes to the rules governing small business retirement plans. SECURE Act 2.0 opens the door to new Roth funding options for SEP IRA, SIMPLE IRA, and 401(k) plans while also providing expanded employer funding options for SIMPLE IRA plans. This contribution modeling tool will be updated to reflect these changes once the IRS has provided sufficient guidance concerning these new funding options.
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