2025 Notice to Employees Regarding Retirement Saver’s Credit

This resource is designed for plan sponsors to share with their employees, helping them understand the 2025 Saver’s Credit—a federal tax credit available to eligible individuals who contribute to a retirement plan. It explains who qualifies, how much the credit may be worth, and how employees can claim it when filing their taxes. The handout is a valuable tool for encouraging participation and helping employees take full advantage of available tax benefits.

 
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Audit Readiness Checklist for Retirement Plan Sponsors

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2025 Defined Contribution Retirement Plan Limits