Note: SECURE Act 2.0, signed into law on December 29, 2022, made significant changes to federal laws governing small business retirement plans. This plan modeling and comparison tool currently reflects the tax laws applicable to small business retirement plans for 2022 tax years but has not yet been updated to reflect the new laws impacting business retirement plan contributions for 2023 and beyond.
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.