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Cross your t's and dot your i's

Download and follow this helpful guide to avoid surprises and make your plan installation as smooth as possible.

Credit for Small Employer Pension Plan Startup Costs

"Eligible small emplyers use Form 8881 to claim the credit for qualifies startup sosts incurred in establishing or administering an eligible employer plan.... Taxpayers, other than partnerships and S corporations, whose only source of this credit is from a partnership or S corporation, are not required to complete or file this form. Instead they can report this credit directly on Form 3800."

CLICK HERE for IRS Form 8881


Click HERE for Request for Proposal MULTIPLE employee form. You will need to print it, fill it out, scan and UPLOAD it to the online RFP form before submitting.  If that doesn't work, please email your form to or fax it to 801-676-1505.