An illustration is not an approval.

Demographics, plan provisions, contribution sources, employee scope and applicable requirements can change an outcome. The site makes no guarantee of additional contributions, tax savings, a passing design or provider acceptance.

Case uploads, document review, paid studies, testing, accounts and software integrations are planned, not currently offered through this prelaunch site.

Mentioning a rule, provider or professional role does not imply endorsement, a partnership or acceptance of a proposed design.

A business owner, CPA, advisor, administrator and document provider may have different responsibilities. A calculator cannot assign or discharge those responsibilities.

The calculator uses 2025 and 2026 reference values. Confirm the applicable year, plan terms and current guidance before acting.