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

Leisha Gosling, MBA, CEBS, QKA, QKC | Tax Laws | January 28, 2021

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 | January 20, 2021

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 | January 20, 2021

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 | January 8, 2021

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 | January 6, 2021

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 >

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

The SECURE Act | March 2, 2020

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 | January 21, 2020

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 | January 15, 2020

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 | January 10, 2020

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 | January 7, 2020

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 >

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