Saver's Credit Cuts the Taxes You Owe

Employer Toolkit for Automatic 401(k) Plans (PDF)

Employer Toolkit for Traditional Defined Contribution Plans (PDF)

1. Post an article on your intranet site or send an e-mail to your employees about the Saver's Credit.

2. Include information about the Saver's Credit in open-enrollment materials or during new-hire orientation.

3. Insert a reminder about the Saver's Credit in W-2 mailers.

• IRS Information on the Saver's Credit (PDF)
• Fill out IRS Form 8880 to claim the Saver's Credit (PDF)
• The Retirement Security Project's Fact Sheet on the Saver's Credit (PDF)