About this episode

The episode discusses the challenges small businesses face in claiming federal tax credits for retirement plans, featuring insights from retirement plan advisor Will Hackler.

When retirement policymakers sought to incentivize small businesses to begin offering retirement plans in an effort to help close the coverage gap, they did so in part by creating greatly expanded federal tax credits that would offset their cost in providing those plans. But research has found fewer than 6% of eligible employers are properly claiming the tax credit—and that’s a problem that doesn’t sit well with retirement plan advisor Will Hackler, AIF, the “401(k) Fix-It Guy” who is the Man...

People in this episode

Guest: Will Hackler

Topics covered

• retirement plans
• tax credits
• small businesses
• coverage gap
• financial incentives

Keywords

• startup plan
• tax credit
• retirement policy
• small business incentives
• 401(k) Fix-It Guy

Mentioned in this episode

Organizations: 401(k) Specialist Magazine

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