[Congressional Bills 117th Congress]
[From the U.S. Government Publishing Office]
[S. 4153 Introduced in Senate (IS)]
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117th CONGRESS
2d Session
S. 4153
To amend the Internal Revenue Code of 1986 to enhance the credit for
small employer pension plan startup costs.
_______________________________________________________________________
IN THE SENATE OF THE UNITED STATES
May 5, 2022
Mr. Hickenlooper introduced the following bill; which was read twice
and referred to the Committee on Finance
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A BILL
To amend the Internal Revenue Code of 1986 to enhance the credit for
small employer pension plan startup costs.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. SHORT TITLE.
This Act may be cited as the ``Incentivizing Small Business
Retirement Savings Act''.
SEC. 2. CREDITS FOR EMPLOYER CONTRIBUTIONS BY CERTAIN ELIGIBLE
EMPLOYERS.
(a) In General.--Section 45E of the Internal Revenue Code of 1986
is amended by adding at the end the following new subsection:
``(f) Additional Credit for Employer Contributions by Certain
Eligible Employers.--
``(1) In general.--In the case of an eligible employer, the
credit allowed for the taxable year under subsection (a)
(determined without regard to this subsection, and after the
application of subsection (b)) shall be increased by an amount
equal to the applicable percentage of employer contributions
(other than any elective deferrals (as defined in section
402(g)(3))) made by the employer to an eligible employer plan
(other than a defined benefit plan (as defined in section
414(j))) for the taxable year.
``(2) Limitations.--
``(A) Dollar limitation.--The amount determined
under paragraph (1) (before the application of
subparagraph (B)) with respect to any employee of the
employer shall not exceed $1,000.
``(B) Credit phase-out.--With respect to any
taxable year, the $1,000 amount under subparagraph (A)
shall be reduced by 2 percent for each employee by
which the number of employees of the employer for the
preceding taxable year exceeds 50.
``(C) Only non-highly compensated employees taken
into account.--For purposes of paragraph (1), only
contributions with respect to employees who are not
highly compensated employee (as defined in section
414(q)) shall be taken into account.
``(3) Applicable percentage.--For purposes of this
subsection, the applicable percentage is--
``(A) for the first credit year with respect to the
employer for purposes of subsection (b) and the taxable
year immediately following such first credit year, 100
percent,
``(B) for the 2nd taxable year following such first
credit year, 75 percent,
``(C) for the 3rd taxable year following such first
credit year, 50 percent,
``(D) for the 4th taxable year following such first
credit year, 25 percent, and
``(E) zero percent thereafter.''.
(b) Disallowance of Deduction.--Section 45E(e)(2) of the Internal
Revenue Code of 1986 is amended to read as follows:
``(2) Disallowance of deduction.--No deduction shall be
allowed--
``(A) for that portion of the qualified startup
costs paid or incurred for the taxable year which is
equal to so much of the portion of the credit
determined under subsection (a) as is properly
allocable to such costs, or
``(B) for that portion of the employer
contributions made by the employer for the taxable year
which is equal to so much of the credit increase
determined under subsection (f) as is properly
allocable to such contributions.''.
(c) Effective Date.--The amendments made by this section shall
apply to taxable years beginning after the date of the enactment of
this Act.
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