{"id":125,"date":"2025-10-27T14:38:57","date_gmt":"2025-10-27T14:38:57","guid":{"rendered":"https:\/\/dev.eplan-inc.com\/tax-credit-estimator\/?page_id=125"},"modified":"2026-04-16T15:38:49","modified_gmt":"2026-04-16T15:38:49","slug":"tax-credit-estimator-2","status":"publish","type":"page","link":"https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/","title":{"rendered":"Tax Credit Estimator"},"content":{"rendered":"\n<div class=\"container centered-content text-center has-h1\">\n\n        <h1>Secure Act 2.0<\/h1>\n    \n    \n        <div class=\"centered-content__description\">Streamlined Tax Credit Estimator<\/div>\n    \n    <!--CTA-->\n    \n<\/div>\n\n\n<div class=\"background-white  \">\n    <div class=\"container\">\n                <div\n            class=\"side-image right-image align-items-center  \">\n            <div class=\"side-image__left\">\n\n                \n                                <div class=\"side-image__title\">Are your clients eligible for tax credits? Contact our experts to find out.<\/div>\n                \n                                The SECURE Act 2.0 has significantly expanded eligibility for tax credits, meaning more savings for qualified employers\u2014your clients. Business owners may be eligible if they\u2019re starting a plan, providing a match, or opting in to employee auto-enrollment.\r\n<br \/><br \/>\r\nEstimate your client\u2019s potential savings with our Secure Act 2.0 tax credit estimator.                \n                \n                <div class=\"side-image__links\">\n                    <!--Link-->\n                    \n                    <!--Modal-->\n                                        <button type=\"button\" class=\"btn btn-primary-d\" data-bs-toggle=\"modal\"\n                        data-bs-target=\"#salesModal\">\n                        Reach out                    <\/button>\n                    \n                    <!--Secondary Link-->\n                                    <\/div>\n\n                                <p class=\"side-image__subcta\">Already a member? <a href=\"https:\/\/secure.eplanservices401k.com\/PROD\/sign-in-ui\/#\/\" target=\"_self\">Sign in<\/a><\/p>\n                            <\/div>\n            <div class=\"side-image__right\">\n\n                \n                                    <img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/wp-content\/uploads\/sites\/16\/2025\/11\/secure_lp_illustration.svg\" class=\"\" alt=\"\" \/ loading=\"eager\">\n                            <\/div>\n        <\/div>\n        \n            <\/div>\n<\/div>\n\n<div id=\"block-calculator\" >\n\n<div class=\"background-blue mb-0\">\n    <div class=\"container\">\n        <h2 class=\"heading-save\">How much can your clients potentially save?<\/h2>\n    <\/div>\n  \n    <div id=\"calculator\" class=\"calculator\">\n        <div class=\"pdf-top\">\n            <div class=\"container\">\n                <img decoding=\"async\" src=\"\/marketing\/wp-content\/themes\/marketing2025\/img\/eplan_logo1_blue.svg\" alt=\"\" \/ loading=\"lazy\">\n                <h2 style=\"font-size: 20px; color: #034b79; margin: 0;\">SECURE Act 2.0 | Streamlined Tax Credit Estimator<\/h2>\n                <p>These calculations are an estimate and are not intended for specific legal or financial advice.\n                    Consult a tax professional to determine your exact tax credit eligibility.<\/p>\n            <\/div>\n        <\/div>\n        <div class=\"container\">\n            <div class=\"calculator-form\">\n                <div id=\"form\" class=\"panel-form\">\n                    <div>\n                        <div><label for=\"txtNumberOfEmployees\">How many employees do you have?<\/label><\/div>\n                        <input class=\"txtbox required\" placeholder=\"0\" id=\"txtNumberOfEmployees\" type=\"text\"\n                            maxlength=\"9\" onkeyup=\"enableSubmit()\" onkeydown=\"checkCharacters()\" aria-required=\"true\">\n                    <\/div>\n                    <div>\n                        <div><label for=\"txtNumberOfHCEmployees\">How many employees are <button type=\"button\"\n                                    data-bs-toggle=\"modal\" data-bs-target=\"#hceModal\">Highly Compensated\n                                    Employees<\/button> ?<\/label>\n                        <\/div>\n                        <div class=\"text-md-end\">\n                            <input class=\"txtbox required\" placeholder=\"0\" id=\"txtNumberOfHCEmployees\" type=\"text\"\n                                maxlength=\"9\" onkeyup=\"enableSubmit()\" onkeydown=\"checkCharacters()\"\n                                aria-required=\"true\">\n                            <span class=\"hce-message\" id=\"HCEmessage\" hidden aria-live=\"polite\"><br \/> <img decoding=\"async\"\n                                    src=\"wp-content\/themes\/eplan\/img\/icon-info.png\" width=\"16\"\n                                    alt=\"\" \/ loading=\"lazy\">HCE&#8217;s cannot exceed total number of employees.<\/span>\n                        <\/div>\n                    <\/div>\n                    <div>\n                        <div>Will plan offer a match or profit sharing contribution?<\/div>\n                        <div class=\"radio\">\n                            <input id=\"hdnOfferMatch\" class=\"required\">\n                            <input class=\"radio-input\" type=\"radio\" id=\"matchYes\" value=\"1\" name=\"match\"\n                                onclick=\"offerMatchValue()\"\n                                aria-label=\"Yes, the plan will offer a match or profit sharing contribution\">\n                            <label for=\"matchYes\">Yes<\/label>\n                            <input class=\"radio-input\" type=\"radio\" id=\"matchNo\" value=\"0\" name=\"match\"\n                                onclick=\"offerMatchValue()\"\n                                aria-label=\"No, the plan will not offer a match or profit sharing contribution\">\n                            <label for=\"matchNo\">No<\/label>\n                        <\/div>\n                    <\/div>\n                    <div>\n                        <div>Will plan have auto-enroll?<\/div>\n                        <div class=\"radio\">\n                            <input id=\"hdnAutoEnroll\" class=\"required\">\n                            <input class=\"radio-input\" type=\"radio\" id=\"enrollYes\" value=\"1\" name=\"enroll\"\n                                onclick=\"autoEnrollValue()\" aria-label=\"Yes, the plan will have auto-enroll\">\n                            <label for=\"enrollYes\">Yes<\/label>\n                            <input class=\"radio-input\" type=\"radio\" id=\"enrollNo\" value=\"0\" name=\"enroll\"\n                                onclick=\"autoEnrollValue()\" aria-label=\"No, the plan will not have auto-enroll\">\n                            <label for=\"enrollNo\">No<\/label>\n                        <\/div>\n                    <\/div>\n                    <div class=\"dollar\">\n                        <div><label for=\"txtOneTimeSetupFee\">How much is the one-time Plan Setup Fee?<\/label><\/div>\n                        <div class=\"dollar-sign\"><input class=\"txtbox required hasDollarSign\" placeholder=\"0\"\n                                id=\"txtOneTimeSetupFee\" type=\"text\" maxlength=\"9\" onkeyup=\"enableSubmit()\"\n                                onkeydown=\"checkCharacters()\" aria-required=\"true\">\n                        <\/div>\n                    <\/div>\n                    <div>\n                        <div><label for=\"ddlSetUpFeePaidInInstallments\">Will the Setup Fee be paid in\n                                installments?<\/label><\/div>\n                        <input id=\"hdnSetUpFeePaidInInstallments\" class=\"required\">\n                        <select id=\"ddlSetUpFeePaidInInstallments\" onchange=\"setupFeeValue()\" aria-required=\"true\">\n                            <option value=\"\">Select option<\/option>\n                            <option value=\"0\">No<\/option>\n                            <option value=\"12\">Yes, 0 to 12 months<\/option>\n                            <option value=\"24\">Yes, 13 to 24 months<\/option>\n                            <option value=\"36\">Yes, 25 to 36 months<\/option>\n                        <\/select>\n                    <\/div>\n                    <div class=\"dollar\">\n                        <div><label for=\"txtAnnualServiceFee\">How much is the annual Service Fee?<\/label><\/div>\n                        <div class=\"dollar-sign annual\"><input class=\"txtbox required hasDollarSign\" placeholder=\"0\"\n                                id=\"txtAnnualServiceFee\" type=\"text\" maxlength=\"9\" onkeyup=\"enableSubmit()\"\n                                onkeydown=\"checkCharacters()\" aria-required=\"true\">\n                        <\/div>\n                    <\/div>\n                <\/div>\n                <div id=\"results\" class=\"panel\" hidden > <!--hidden-->\n                    <div class=\"results\" tabindex=\"0\"\n                        aria-label=\"the results receive focus so keyboard users can scroll when browser width or zoom level changes\">\n                        <div class=\"sr-only\"><\/div>\n                        <div class=\"results-main\">\n                            <div class=\"details-row year\">\n                                <div class=\"col-left\"><\/div>\n                                <div class=\"col-right\">\n                                    <div>Year 1<\/div>\n                                    <div>Year 2<\/div>\n                                    <div>Year 3<\/div>\n                                    <div>Year 4<\/div> \n                                    <div>Year 5<\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row primary\">\n                                <div class=\"col-left\">401k Plan Cost<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"span401kPlanCost1\"><\/span><\/div>\n                                    <div>$<span id=\"span401kPlanCost2\"><\/span><\/div>\n                                    <div>$<span id=\"span401kPlanCost3\"><\/span><\/div>\n                                    <div>$<span id=\"span401kPlanCost4\"><\/span><\/div>\n                                    <div>$<span id=\"span401kPlanCost5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row secondary\">\n                                <div class=\"col-left\">One Time Startup Fee<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanOnetime1\"><\/span><\/div>\n                                    <div>$<span id=\"spanOnetime2\"><\/span><\/div>\n                                    <div>$<span id=\"spanOnetime3\"><\/span><\/div>\n                                    <div>$<span id=\"spanOnetime4\"><\/span><\/div>\n                                    <div>$<span id=\"spanOnetime5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row secondary\">\n                                <div class=\"col-left\">Annual Service Fee<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanAnnualSeriveFee1\"><\/span><\/div>\n                                    <div>$<span id=\"spanAnnualSeriveFee2\"><\/span><\/div>\n                                    <div>$<span id=\"spanAnnualSeriveFee3\"><\/span><\/div>\n                                    <div>$<span id=\"spanAnnualSeriveFee4\"><\/span><\/div>\n                                    <div>$<span id=\"spanAnnualSeriveFee5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row primary middle\">\n                                <div class=\"col-left\">Total Tax Credit<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanTotalTaxCredit1\"><\/span><\/div>\n                                    <div>$<span id=\"spanTotalTaxCredit2\"><\/span><\/div>\n                                    <div>$<span id=\"spanTotalTaxCredit3\"><\/span><\/div>\n                                    <div>$<span id=\"spanTotalTaxCredit4\"><\/span><\/div>\n                                    <div>$<span id=\"spanTotalTaxCredit5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row secondary\">\n                                <div class=\"col-left\">Startup Credit*<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanStartUpCredit1\"><\/span><\/div>\n                                    <div>$<span id=\"spanStartUpCredit2\"><\/span><\/div>\n                                    <div>$<span id=\"spanStartUpCredit3\"><\/span><\/div>\n                                    <div>$<span id=\"spanStartUpCredit4\"><\/span><\/div>\n                                    <div>$<span id=\"spanStartUpCredit5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row secondary\">\n                                <div class=\"col-left\">Auto Enrollment Credit**<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanAutoEnrollmentCredit1\"><\/span><\/div>\n                                    <div>$<span id=\"spanAutoEnrollmentCredit2\"><\/span><\/div>\n                                    <div>$<span id=\"spanAutoEnrollmentCredit3\"><\/span><\/div>\n                                    <div>$<span id=\"spanAutoEnrollmentCredit4\"><\/span><\/div>\n                                    <div>$<span id=\"spanAutoEnrollmentCredit5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row secondary last\">\n                                <div class=\"col-left\">Employer Contribution Credit***<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanEmployerContributionCredit1\"><\/span><\/div>\n                                    <div>$<span id=\"spanEmployerContributionCredit2\"><\/span><\/div>\n                                    <div>$<span id=\"spanEmployerContributionCredit3\"><\/span><\/div>\n                                    <div>$<span id=\"spanEmployerContributionCredit4\"><\/span><\/div>\n                                    <div>$<span id=\"spanEmployerContributionCredit5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                            <div class=\"details-row primary cost\">\n                                <div class=\"col-left\">Cost After Credits<\/div>\n                                <div class=\"col-right\">\n                                    <div>$<span id=\"spanCostAfterCredits1\"><\/span><\/div>\n                                    <div>$<span id=\"spanCostAfterCredits2\"><\/span><\/div>\n                                    <div>$<span id=\"spanCostAfterCredits3\"><\/span><\/div>\n                                    <div>$<span id=\"spanCostAfterCredits4\"><\/span><\/div>\n                                    <div>$<span id=\"spanCostAfterCredits5\"><\/span><\/div>\n                                <\/div>\n                            <\/div>\n                        <\/div>\n                    <\/div>\n\n\n\n\n\n                  \n       \n                    \n                <\/div>\n            <\/div>\n            <div class=\"pdf-savings\">\n                <img decoding=\"async\" src=\"\/marketing\/wp-content\/themes\/marketing2025\/img\/group-1856.svg\" alt=\"\" \/ loading=\"lazy\">\n                <p>Total Estimated Savings: &nbsp; <span class=\"highlighted-text\">$<span id=\"spanTotalEstimatedSavingsPDF\"><\/span><\/span><\/p>\n            <\/div>\n        <\/div>\n        <div class=\"pdf-disclaimer\">\n            <div class=\"container\">\n                <p>\n                    <strong>*Startup Credit:<\/strong> Eligible businesses with 50 or fewer employees may qualify for a\n                    federal tax credit equal to 100% of the administrative and certain other qualifying costs for\n                    establishing a workplace retirement plan. Eligible businesses with up to 100 employees may qualify\n                    for a federal tax credit equal to 50% of the administrative and certain other qualifying costs for\n                    establishing a workplace retirement plan. The credit is capped at $5,000 annually and is applicable\n                    for the first 3 years the plan is in operation.<br \/>\n                    <strong>**Auto Enrollment Credit:<\/strong> An additional $500 credit is available for new plans with\n                    auto enrollment, or existing plans newly adding the feature. This credit is available for 3\n                    years.<br \/>\n                    <strong>***Employer Contribution Credit:<\/strong> For employer matching or profit-sharing\n                    contributions, the Employer Contribution Credit may provide up to $1,000 per employee (with wages of\n                    $100,000 or less). The credit is limited to employers with 100 or fewer employees, phases out over 5\n                    years, and is subject to further reductions for employers for 51 to 100 employees.\n                <\/p>\n                <p>The interactive calculator and other information on this website, including, without limitation,\n                    information derived from using the interactive calculator, are presented for general information\n                    purposes only and are not, and should not be considered, financial, legal, tax, accounting, or other\n                    advice. You should not consider the interactive calculator or any other information on this website\n                    to guarantee any particular outcome or as a substitute for financial, legal, tax, accounting, or\n                    other advice in which the facts and circumstances of your company\u2019s particular situation can be\n                    considered. We encourage you to consult your own financial, legal, tax, accounting, or other\n                    advisors as it pertains to your company\u2019s own unique situation and to obtain answers to any\n                    questions you may have. ePlan\/Paychex shall not be responsible or liable for any action, position,\n                    or reliance based on or in connection with the interactive estimator or any information contained\n                    herein.<\/p>\n            <\/div>\n        <\/div>\n        <div class=\"pdf-bottom\">\n            <div>ePlan<\/div>\n            <div><a href=\"mailto:sales@eplanservices.com\">sales@eplanservices.com<\/a> 888-384-6767<\/div>\n        <\/div>\n    <\/div>\n\n      <\/div>\n\n\n      \n\n    <div class=\"container text-center\">\n\n\n\n<div class=\"calculator-bottom\">\n\n        <button class=\"btn btn-secondary-d btn-calculate\" id=\"btnCalculate\" type=\"submit\" disabled>Calculate<\/button>\n \n\n\n\n<div class=\"results-bottom\" hidden>\n\n\n             <div class=\"savings\">\n                      <img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/group-1856.svg\" alt=\"\" \/ loading=\"lazy\">\n                        <p>Total Estimated Savings: &nbsp; <span class=\"highlighted-text\">$<span id=\"spanTotalEstimatedSavings\"><\/span><\/span><\/p>\n                    <\/div>\n                    <div class=\"PDFhide\">\n\n                                        <p id=\"downloadComplete\" class=\"download-complete\" hidden aria-live=\"polite\">Download\n                            Complete<\/p> \n                        <button id=\"downloadButton\" class=\"download btn btn-tertiary\"\n                            aria-label=\"download PDF file of the results\">Download<\/button>\n\n\n                        <p class=\"recalculate\"><a href=\"#calculate\" class=\"btn btn-secondary-d \" role=\"button\"\n                                id=\"btnReCalculate\">Recalculate<\/a><\/p>\n\n                    \n                 \n                    <\/div>\n\n<\/div>\n\n\n\n<\/div>\n\n\n       <div class=\"disclaimer\" style=\"width:75%; margin: 0 auto;\">\n            <p id=\"asterisk\" hidden>\n                <strong>*Startup Credit:<\/strong> Eligible businesses with 50 or fewer employees may qualify for a\n                federal tax credit equal to 100% of the administrative and certain other qualifying costs for\n                establishing a workplace retirement plan. Eligible businesses with up to 100 employees may qualify for a\n                federal tax credit equal to 50% of the administrative and certain other qualifying costs for\n                establishing a workplace retirement plan. The credit is capped at $5,000 annually and is applicable for\n                the first 3 years the plan is in operation.<br \/>\n                <strong>**Auto Enrollment Credit:<\/strong> An additional $500 credit is available for new plans with\n                auto enrollment, or existing plans newly adding the feature. This credit is available for 3 years.<br \/>\n                <strong>***Employer Contribution Credit:<\/strong> For employer matching or profit-sharing contributions,\n                the Employer Contribution Credit may provide up to $1,000 per employee (with wages of $100,000 or less).\n                The credit is limited to employers with 100 or fewer employees, phases out over 5 years, and is subject\n                to further reductions for employers for 51 to 100 employees.\n            <\/p>\n            <p>The interactive calculator and other information on this website, including, without limitation,\n                information derived from using the interactive calculator, are presented for general information\n                purposes only and are not, and should not be considered, financial, legal, tax, accounting, or other\n                advice. You should not consider the interactive calculator or any other information on this website to\n                guarantee any particular outcome or as a substitute for financial, legal, tax, accounting, or other\n                advice in which the facts and circumstances of your company\u2019s particular situation can be considered. We\n                encourage you to consult your own financial, legal, tax, accounting, or other advisors as it pertains to\n                your company\u2019s own unique situation and to obtain answers to any questions you may have. ePlan\/Paychex\n                shall not be responsible or liable for any action, position, or reliance based on or in connection with\n                the interactive estimator or any information contained herein.<\/p>\n        <\/div>\n\n\n    <\/div>\n<\/div>\n<div class=\"modal fade secure-act\" id=\"hceModal\" tabindex=\"-1\" aria-labelledby=\"hceModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog\">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <p class=\"modal-title\" id=\"hceModalLabel\">Highly Compensated Employee<\/p>\n                <button type=\"button\" class=\"btn-close hse\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body hse\">\n                <hr>\n                An Individual who:\n                <ul>\n                    <li>owned more than 5% of the interest in the business at any time during the year or the preceding\n                        year, regardless of how much compensation that person earned or received;<\/li>\n                    <li>or, for the preceding year, received eligible compensation from the business of more than\n                        $150,000 if the preceding year is 2023 and, if the employer so elected in its plan document, was\n                        in the top 20% of employees when ranked by compensation.<\/li>\n                <\/ul>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n<script src=\"\/marketing\/wp-content\/themes\/marketing2025\/src\/js\/html2pdf.bundle.min.js\"><\/script>\n<script src=\"\/marketing\/wp-content\/themes\/marketing2025\/src\/js\/calculator.min.js\"><\/script>\n\n\n\n\n\n<div class=\"cards-background-gray \">\n\n    <div class=\"container\">\n\n        \n                <div class=\"block__title\">SECURE Act 2.0 tax credits: Supporting small businesses<\/div>\n        \n                <div class=\"block__subtitle\">The SECURE Act 2.0 expands on the original SECURE Act of 2019, and this means expanded tax credits for small businesses. Eligible employers can enjoy thousands of dollars in savings this tax year. The result? More opportunities for your clients to focus on growing their businesses. <br \/><br \/> <strong>There are three main types of tax credits that your business owner clients may qualify for: the startup tax credit, employer contribution tax credit, and auto-enrollment tax credit.<\/strong><\/div>\n        \n        \n        \n        \n                <!-- 2 or 3 Cards -->\n        <div class=\"cards cards-3\">\n                            <div class=\"card icon white\"><div class=\"card__details\"><h2 class=\"card__title\">Startup Tax Credit<\/h2><p class=\"card__description\">Eligible employers can claim 100% of retirement plan startup costs for providing and maintaining an employer-sponsored 401(k) plan.<\/p><\/div><\/div>                            <div class=\"card icon white\"><div class=\"card__details\"><h2 class=\"card__title\">Employer Contribution Tax Credit<\/h2><p class=\"card__description\">Employers who provide an employer match in their company&#8217;s retirement plans may be eligible for this tax credit.<\/p><\/div><\/div>                            <div class=\"card icon white\"><div class=\"card__details\"><h2 class=\"card__title\">Auto-enrollment Tax Credit<\/h2><p class=\"card__description\">Employers who opt into an auto-enrollment contribution arrangement may qualify for the auto-enrollment tax credit.<\/p><\/div><\/div>                    <\/div>\n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if (navigator.clipboard && navigator.clipboard.writeText) {\n        navigator.clipboard.writeText(url).then(() => {\n            showCopyFeedback(button);\n        }).catch(err => {\n            console.error('Failed to copy:', err);\n            fallbackCopy(url, button);\n        });\n    } else {\n        fallbackCopy(url, button);\n    }\n}\n\nfunction fallbackCopy(text, button) {\n    const textarea = document.createElement('textarea');\n    textarea.value = text;\n    document.body.appendChild(textarea);\n    textarea.select();\n    try {\n        document.execCommand('copy');\n        showCopyFeedback(button);\n    } catch (err) {\n        console.error('Fallback copy failed:', err);\n    }\n    document.body.removeChild(textarea);\n}\n\nfunction showCopyFeedback(button) {\n    const originalText = button.textContent;\n    button.textContent = 'Link Copied!';\n    setTimeout(() => {\n        button.textContent = originalText;\n    }, 1000);\n}\n<\/script>\n\n\n\n\n<div style=\"background: #f2f2f2\">\n\n<div class=\"container text-center pb-5\">\n\nTo help your clients understand their eligibility requirements for each tax credit, \u00a0<a href=\"https:\/\/secure.eplanservices401k.com\/marketing\/article\/secure-act-tax-estimator-easily-estimate-your-clients-tax-credits\/\" class=\"link-p\">read our blog post<\/a>\u00a0 and reach out to our retirement sales experts.\n\n<\/div>\n\n<\/div>\n\n\n\n\n<div class=\"cards-background-white \">\n\n    <div class=\"container\">\n\n        \n                <div class=\"block__title\">Are your clients eligible for tax credits? ePlan Services can help<\/div>\n        \n                <div class=\"block__subtitle\">Our retirement sales experts will help you understand your client&#8217;s eligibility for SECURE Act 2.0 tax credits.<\/div>\n        \n        \n        \n        \n                <!-- 2 or 3 Cards -->\n        <div class=\"cards cards-2\">\n                            <div class=\"card icon white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/wp-content\/uploads\/sites\/16\/2025\/11\/icon-target.svg\" alt=\"Quickly setup new plans\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">Quickly setup new plans<\/h2><p class=\"card__description\">You and your clients will enjoy an easy setup process with our intuitive plan establishment tool.<\/p><\/div><\/div>                            <div class=\"card icon white\"><div class=\"card__heading\"><img decoding=\"async\" src=\"https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/wp-content\/uploads\/sites\/16\/2025\/11\/icon-selection.svg\" alt=\"Access online tools\" \/ loading=\"lazy\"><\/div><div class=\"card__details\"><h2 class=\"card__title\">Access online tools<\/h2><p class=\"card__description\">Advisors and employers can manage plan details, complete tasks, and access our suite of online tools\u2014all from their online dashboard.<\/p><\/div><\/div>                    <\/div>\n        \n        \n        \n\n            <\/div>\n<\/div>\n\n<script>\nfunction copyToClipboard(button) {\n    const url = button.getAttribute('data-copy');\n    \n    \/\/ Use Clipboard API if available, otherwise fallback to textarea method\n    if 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   <\/div>\n                                    <\/div>\n            <\/div>\n                                    <div class=\"lets-talk-contact\"><img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-mail.svg\" alt=\"\" \/ loading=\"lazy\"><a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a><img decoding=\"async\" src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" \/ loading=\"lazy\"><a href=\"tel:8555884775\">855-588-4775<\/a><\/div>                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"supportModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog \">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Contact Our Support Team<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                           \n                <div class='gf_browser_gecko gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_3' style='display:none'><div id='gf_3' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">Contact Our Support Team<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_3' id='gform_3'  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false;wp.a11y.speak(jQuery('#gform_confirmation_message_3').text());}else{jQuery('#gform_3').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger(\"gform_pre_post_render\", [{ formId: \"3\", currentPage: \"current_page\", abort: function() { this.preventDefault(); } }]);        if (event && event.defaultPrevented) {                return;        }        const gformWrapperDiv = document.getElementById( \"gform_wrapper_3\" );        if ( gformWrapperDiv ) {            const visibilitySpan = document.createElement( \"span\" );            visibilitySpan.id = \"gform_visibility_test_3\";            gformWrapperDiv.insertAdjacentElement( \"afterend\", visibilitySpan );        }        const visibilityTestDiv = document.getElementById( \"gform_visibility_test_3\" );        let postRenderFired = false;        function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            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src=\"\/marketing2025\/wp-content\/themes\/marketing2025\/img\/icon-phone.svg\" alt=\"\" \/ loading=\"lazy\"><a href=\"tel:8888274749\">888-827-4749<\/a><\/div>                    <\/div>\n    <\/div>\n<\/div>\n\n\n<!-- Modal -->\n<div class=\"modal fade\" id=\"partnerModal\" tabindex=\"-1\" aria-labelledby=\"exampleModalLabel\"\n    aria-hidden=\"true\">\n    <div class=\"modal-dialog modal-lg\">\n        <div class=\"modal-content\">\n            <div class=\"modal-header\">\n                <h2>Partner registration<\/h2>\n                <button type=\"button\" class=\"btn-close\" data-bs-dismiss=\"modal\" aria-label=\"Close\"><\/button>\n            <\/div>\n            <div class=\"modal-body\">\n                <div class=\"modal-form\">\n                    <div class=\"modal-form__left\">\n                           \n                <div class='gf_browser_gecko gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_2' style='display:none'><div id='gf_2' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n                            <h2 class=\"gform_title\">Partner Registration<\/h2>\n                            <p class='gform_description'><\/p>\n\t\t\t\t\t\t\t<p class='gform_required_legend'>&quot;<span class=\"gfield_required gfield_required_asterisk\">*<\/span>&quot; indicates required fields<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_2' id='gform_2'  action='\/tax-credit-estimator\/wp-json\/wp\/v2\/pages\/125#gf_2' data-formid='2' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_2' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id=\"field_2_14\" class=\"gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  >\n<p class=\"p-0 m-0\">Provide the information below and we\u2019ll be in touch soon to begin the registration process. We look forward to working with you!<\/p><\/div><div id=\"field_2_1\" class=\"gfield gfield--type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_1'>First Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_2_1' type='text' value='' class='large'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_3\" class=\"gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_3'>Last Name<span class=\"gfield_required\"><span class=\"gfield_required 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field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_19'>CRD (Central Registration Depository) Number<\/label><div class='ginput_container ginput_container_text'><input name='input_19' id='input_2_19' type='text' value='' class='large'  aria-describedby=\"gfield_description_2_19\"    aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_2_19'><a href=\"https:\/\/brokercheck.finra.org\/\" target=\"_blank\">Find your CRD number<span class=\"visually-hidden\">opens in a new tab<\/span><\/a><\/div><\/div><div id=\"field_2_11\" class=\"gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_11'>Phone Number<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_2_11' type='text' value='' class='large'    placeholder='(000) - 000-0000' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_2_6\" class=\"gfield gfield--type-select gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_2_6'>What type of partnership are you interested in?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_6' id='input_2_6' class='large gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='' selected='selected'>Select a 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Gravity Forms.'><\/iframe>\n\t\t                <script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n gform.initializeOnLoaded( function() {gformInitSpinner( 2, 'https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', true );jQuery('#gform_ajax_frame_2').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_2');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_2').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){form_content.find('form').css('opacity', 0);jQuery('#gform_wrapper_2').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_2').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_2').removeClass('gform_validation_error');}setTimeout( function() { \/* delay the scroll by 50 milliseconds to fix a bug in chrome *\/ jQuery(document).scrollTop(jQuery('#gform_wrapper_2').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_2').val();gformInitSpinner( 2, 'https:\/\/secure.eplanservices401k.com\/tax-credit-estimator\/wp-content\/plugins\/gravityforms\/images\/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [2, current_page]);window['gf_submitting_2'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content 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\"gform_visibility_test_2\" );        let postRenderFired = false;        function triggerPostRender() {            if ( postRenderFired ) {                return;            }            postRenderFired = true;            gform.core.triggerPostRenderEvents( 2, current_page );            if ( visibilityTestDiv ) {                visibilityTestDiv.parentNode.removeChild( visibilityTestDiv );            }        }        function debounce( func, wait, immediate ) {            var timeout;            return function() {                var context = this, args = arguments;                var later = function() {                    timeout = null;                    if ( !immediate ) func.apply( context, args );                };                var callNow = immediate && !timeout;                clearTimeout( timeout );                timeout = setTimeout( later, wait );                if ( callNow ) func.apply( context, args );            };        }        const debouncedTriggerPostRender 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class=\"modal-form__title\">Contact sales<\/div>\r\n\r\n<a href=\"mailto:sales@eplanservices.com\"> sales@eplanservices.com <\/a><br \/>\r\n<a href=\"tel:8555884775\">855-588-4775<\/a>\r\n\r\n\r\n<div class=\"modal-form__title\">Support<\/div>\r\n\r\n<a href=\"https:\/\/secure.eplanservices401k.com\/PROD\/helpcenter\/\">Help center<\/a><br \/>\r\n<a href=\"https:\/\/secure.eplanservices401k.com\/PROD\/sign-in-ui\/#\/whats-new\">What&#8217;s new<\/a><br \/>\r\n<a href=\"mailto:admin@eplanservices.com\">admin@eplanservices.com <\/a><br \/>\r\n<a href=\"tel:8888274749\">888-827-4749<\/a>\r\n\r\n                    <\/div>\n                                    <\/div>\n            <\/div>\n                    <\/div>\n    <\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>To help your clients understand their eligibility requirements for each tax credit, \u00a0read our blog post\u00a0 and reach out to our retirement sales 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