AICPA Firm-Based Retirement Program Overview Video


For program details:
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*The AICPA Firm-Based Member Retirement Program has been designed around the needs of AICPA members in firms with 1 to 50 employees. For AICPA members in business and industry or in firms with greater than 50 employees, these benefits may not apply. Please consult with a sales specialist to learn more. The consultation with a local retirement specialist is available in most major markets.

**Small businesses establishing first-time retirement programs may be eligible to receive a tax credit of 50% for annual administrative costs, up to $500, in each of the first three years of the program. Note: 100% of the employee salary deferrals are invested with 401(k) plans.
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