Disclosures

All content is for informational purposes only and should not be construed as tax, legal, or individualized investment advice. Employers should consult qualified tax, legal, and financial professionals before making decisions about a retirement plan.

SECURE Act 2.0 tax-credit eligibility and amounts depend on employer eligibility, employee count, compensation, plan design, participation, and applicable IRS rules. Credits and incentives are not guaranteed. Figures shown are illustrative and subject to change.

IRS contribution limits, catch-up limits, plan deadlines, and Safe Harbor establishment dates reflect published guidance for the 2026 tax year as of the date on each page. These values can be updated by the IRS or Congress and should be re-verified before use.

State retirement program rules, deadlines, employee-count thresholds, and penalties can change rapidly. The state-mandate summary was verified on May 20, 2026. Re-verify requirements applicable to your state before relying on any figure.

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

Retirement services referenced on this Site are provided in partnership with Human Interest Inc. (k)ickstart® is an incentive program offered by Human Interest to qualifying participants in eligible plans. Eligibility, terms, minimum and maximum award amounts, and other requirements apply; the incentive is not guaranteed.

The Customer Experience Guarantee described on this Site represents Asure's published service targets and is not a contractual obligation. Asure reserves the right to update, modify, or discontinue any element of the guarantee at any time. Customers must be in good standing and compliant with their service agreement to be eligible for any compensation described.

Fee comparisons reflect the absence of the listed transaction fees only. Shipping, delivery, setup, asset-based, advisory, custody, fund, tax, and other disclosed charges may still apply. Absence of transaction fees does not mean the plan has no cost.

Statements about future plans, features, or benefits are forward-looking and involve risks and uncertainties. Actual outcomes may differ materially. Asure undertakes no obligation to update forward-looking statements after their initial publication.

Asure Software, Inc. is a publicly traded company (NASDAQ: ASUR). For investor materials and additional disclosures, visit asuresoftware.com.