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Details of the SECURE Act - Part Thirteen: 529 College Savings Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Section 302 of the SECURE Act expanded the benefits of 529 college savings plans. Learn More >

Details of the SECURE Act - Part Twelve: Lifetime Income Options

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws |

Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products. Learn More >

Details of the SECURE Act - Part Eleven: Consolidated Form 5500 Filing for Related Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >

Details of the SECURE Act Part Ten: Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP)

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws |

Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >

Details of the SECURE Act - Part Nine: Plan Loans via Credit Cards

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws |

Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >

Details of the SECURE Act - Part Eight: QACA Increase Auto Enrollment Cap

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%. Learn More >

Details of the SECURE Act - Part Seven: Due Date for Adopting a New Plan

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >

Details of the SECURE Act - Part Six: IRA Enhancements

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >

Cybersecurity: Is Your Data Protected?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help

EVERYONE in a company is responsible for Cybersecurity - our society is dependent on electronic communication and data transfer. There are simple changes a company can make to protect their data. Learn More >

Why Are Administrative Policies Important?

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

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