Build the process before the first contribution goes out.
The kit helps employers organize the written-program decisions, employee certifications, provider verification, payroll controls, contribution limits, correction procedures, annual reporting, and change monitoring needed to operate a controlled Section 128 program.
Five essential tools
- Employer Readiness Assessment
- Implementation Roadmap
- Written-Program Requirements Checklist
- Payroll & Contribution Workbook
- Employee Certification & Communication Package
Sources checked October 11, 2026. This 2026 Early Access edition includes the September 30, 2026 temporary Section 530A account regulations, alongside enacted Section 128, IRS guidance, the August 11 employer proposed regulations and August 24 correction, current W-2/W-3 instructions, and related DOL guidance. The detailed Section 128 employer regulations remain proposed. Separate temporary account rules are operative and affect the established receiving account, activation or claiming, provider evidence, and unclaimed automatic-account restrictions. Reassess the kit when final or superseding guidance is issued.
Trump Account implementation guides
- Section 128 Trump Account employer program requirements
- Trump Account written program checklist
- Trump Account payroll controls for employer contributions
- W-2 Code TA reporting for Trump Account contributions
Educational and administrative implementation tools. Not individualized legal, tax, ERISA, investment, payroll, or benefits advice.
What you receive
Five editable documents and workbooks for your employer’s implementation process. Review the tool list and regulatory-status note before purchasing.
Review the five included toolsFive editable DOCX/XLSX tools delivered securely through Payhip.
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