Friday, August 29th, 2025 A topical newsletter from PLANSPONSOR Small Plans Considerations of the issues that face small plans and the opportunities available to small employers for providing retirement benefits. SPONSORED AD Benefits Size Matters. Has SECURE 2.0 Helped? New and enhanced tax credits are driving up small plan adoption, but time is ticking. Benefits What’s Driving the Small Plan Market? Federal tax incentives and other state policy efforts have led to more retirement plans available for employees of small businesses. Administration Providers Lean on Tech to Lower Costs in Small 401(k) Plans Automation allows for price relief for modest-sized companies that have been paying more to provide retirement benefits. Opinions Why Do Small Businesses Rarely Claim Tax Credits for Offering Retirement Plans? According to the authors of a recently published paper, a lack of awareness—among both firms and their tax preparers—continues to limit take-up of SECURE Act tax credits. Benefits CITs Expand, Go Smaller Increasingly, smaller retirement plans are adding collective investment trusts to their investment menus. Benefits Small Plans By the Numbers A look at how 401(k) plans rank by participants, plans and assets to put the scope of the small plan universe in some perspective.  Did someone forward you this newsletter? Sign up here to get PLANSPONSOR Spotlight directly in your mailbox!

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