B2B product
Employer Trump Account Benefit Kit
Last verified:Ship a §128 Trump Account benefit without starting from a blank Google Doc. Policy pack, payroll checklist, employee emails, ROI worksheet, and HR FAQ — educational materials for HR and benefits teams.
⚠️ Not legal or tax advice
Educational materials only. Not legal, tax, or financial advice. Have counsel and your payroll provider review before rollout.
Self-serve HR rollout pack
$497
- ✓ Policy + eligibility one-pager pack
- ✓ Payroll / contribution workflow checklist
- ✓ Employee announcement email pack
- ✓ Cost / ROI worksheet (employer match framing)
- ✓ FAQ for HR / legal review
Kit plus 60-minute implementation call
$2,500
- ✓ Everything in the $497 kit
- ✓ 60-minute live implementation call
- ✓ Rollout sequencing for open enrollment
- ✓ Q&A for HR / benefits ops
Stay current when IRS guidance changes
IRS Update Retainer
$149/mo
- • Checklist status reminders
- • Email alerts when IRS / trustee guidance materially changes
- • Quarterly kit refresh notes
- • Billing portal access
Custom multi-entity / PEO rollouts: $8,000–$15,000. Partner channels →
What’s inside the kit
After purchase you unlock the kit library. Preview the structure on the kit overview (full documents unlock post-checkout).
FAQ
Is this legal or tax advice?
No. The Benefit Kit is educational. Have your counsel, CPA, and payroll provider review before you roll out a benefit.
What is the §128 contribution limit?
Up to $2,500 per year per employee (not per child). It counts toward the child’s $5,000 annual Trump Account contribution cap.
What do I get immediately after purchase?
Access to the kit library at /kit/employer-benefit (policy pack, payroll checklist, email pack, ROI worksheet, HR FAQ). Kit + Call buyers also receive scheduling instructions for the 60-minute call.
Can PEOs or benefits brokers buy this?
Yes. See /for-employers/partners for channel / white-label discussions. Custom multi-entity rollouts are quoted separately.