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What are Prohibited Transactions in Retirement Plans?

Leisha Gosling, MBA, CEBS, QKA, QKC | PLAN LIMITS |

A transaction between the qualified plan and a disqualified person. Learn More >

The SECURE Act

The SECURE Act |

The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >

Details of the SECURE Act - Part Seventeen: 403(b)(9) Church Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | 403(b) |

Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >

Details of the SECURE Act - Part Fifteen: Inherited IRAs

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

Section 401 of the Act limited the timing of distributions from an inherited IRA. Learn More >

Details of the SECURE Act - Part Fourteen: Penalties for Late Filing of Form 5500 and 8955-SSA

Leisha Gosling, MBA, CEBS, QKA, QKC | Form 5500 |

Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >

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 >

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