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DOL ERISA Fiduciary Changes

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

The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee. Learn More >

Financial Incentives for Employee Participation

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

Thanks to SECURE 2.0, for plan years beginning after December 29, 2022, employers that sponsor 401(k) or 403(b) plans may offer employees a “de minimis” financial incentive. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Required Minimum Distributions

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 Act provisions related to required minimum distributions. Learn More >

Maintaining Retirement Plan Records

Records Retention |

Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely. Learn More >

7 Common Plan Errors and How to Avoid Them

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

Correctly maintaining a retirement plan comes with responsibilities and administrative duties to ensure compliance with the various complex employee benefit plan laws and regulations. Learn More >

Retirement Savings Calculator

Calculators |

This worksheet helps you determine what percent of pay to save for retirement. Learn More >

The Saver's Credit - 2024

Saver's Credit |

The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500. Learn More >

Cash Balance Plans Explained - 2024

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

4 Small Employer Plan Credits

Leisha Gosling, MBA, CEBS, QKA, QKC | Small Employer Credit |

Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans: What are the differences? - 2024

SIMPLE IRAs |

What are the differences and which is right for your company? Learn More >

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