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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 >

IRS Releases Additional Guidance on CARES Act

COVID-19/CARES Act |

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Details of the SECURE Act - Part Five: Small Employer Plan Credit

The SECURE Act |

Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >

Details of the SECURE Act - Part Four: Withdrawals for Birth or Adoption

The SECURE Act |

Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses. Learn More >

Details of the SECURE Act - Part Three: Rules Related to Safe Harbor Plans

The SECURE Act |

The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >

Details of the SECURE Act - Part Two: Provisions Related to Attainment of Age 70.5

Required Minimum Distributions |

Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >

Details of the SECURE Act - Part One: Covering Long-Term Part-Time Workers

The SECURE Act |

The SECURE Act contains significant changes to tax-qualified retirement plans. This article looks in detail at one provision that would require coverage of part-time employees. Learn More >

New Retirement Legislation May Be On The Way: SECURE Act vs. RESA

Tax Laws |

The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart. Learn More >

Recent Tax Acts Impacting Retirement Plans

Tax Laws |

Recent changes to retirement plan provisions due to 2 new Tax Acts Learn More >

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