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Retirement Planning
Chapter 5: Profit-Sharing Plans/STARTER 401(k)
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Chapter 5: Profit-Sharing Plans

STARTER 401(k)

01.Core Concepts

• Beginning in 2024, SECURE 2.0 Act allows employers with no other retirement plan to adopt a deferral-only Starter 401(k) • Low cost to employer and easy to administer • Automatic enrollment (3% to 15%; EE may opt out) • No employer contributions permitted • Employee contributions limited to $6,000 (plus $1,000 catch-up age 50+) (in 2025) • Indexed for inflation • Employee can also make an annual IRA contribution