HR4548119th CongressWALLET

Small Nonprofit Retirement Security Act of 2025

Sponsored By: Representative Buchanan

Introduced

Summary

Turns two small-employer retirement incentives into payroll-tax credits for tax-exempt nonprofits. The bill would let eligible 501(c) tax-exempt small employers claim the startup credit and the auto-enrollment credit against their payroll tax bill instead of as income tax credits, with rules limiting the credit to payroll tax paid and applying to taxable years beginning after December 31, 2024.

Show full summary
  • Employers: Small tax-exempt organizations that run retirement plans could recoup startup and auto-enrollment costs directly through a payroll-tax credit, reducing out-of-pocket costs to launch or auto-enroll employees.
  • Workers: More nonprofits may add or auto-enroll employees in retirement plans, which can raise retirement plan access and participation for employees of small tax-exempt employers.
  • Federal finances and trust funds: The bill reduces Treasury receipts from payroll taxes and authorizes transfers from the general fund to the Social Security Old-Age and Survivors Insurance Trust Fund and the Disability Insurance Trust Fund equal to that revenue reduction.

*This change would reduce federal receipts and require general fund transfers to the Social Security trust funds equal to the lost revenue.*

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Bill Overview

Analyzed Economic Effects

2 provisions identified: 2 benefits, 0 costs, 0 mixed.

Payroll tax credit for small nonprofits

If enacted, small tax‑exempt nonprofits could use certain retirement plan credits to cut payroll taxes. It would cover the startup plan credit and the auto‑enrollment credit. For each year, the credit would be the smaller of the calculated credit or the employer Social Security payroll tax paid that year, and would apply only to calendar quarters in the applicable year. This would take effect for tax years starting after December 31, 2024.

Protect Social Security trust funds

If enacted, the government would move money from the general fund into the Social Security trust funds. Transfers would match the revenue lost because of the new nonprofit payroll tax credits. They would be timed to mirror normal flows so benefit funding stays protected.

Sponsors & CoSponsors

Sponsor

Buchanan

FL • R

Cosponsors

  • Panetta

    CA • D

    Sponsored 7/21/2025

  • Moore (UT)

    UT • R

    Sponsored 7/21/2025

  • Schneider

    IL • D

    Sponsored 7/21/2025

  • Bynum

    OR • D

    Sponsored 8/15/2025

  • McBride

    DE • D

    Sponsored 9/23/2025

  • Vindman

    VA • D

    Sponsored 12/9/2025

Roll Call Votes

No roll call votes available for this bill.

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