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Resources

Uncashed Distribution Checks

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

Uncashed distribution checks are a growing problem for plan sponsors, as the numbers of small-balance accounts and separated participants grow. Learn More >

Missing Participants

Leisha Gosling, MBA, CEBS, QKA, QKC | Lost Participants |

After a participant leaves employment, a plan administrator must continue to provide them with plan notices. Learn More >

Mandatory Automatic Enrollment Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | Automatic Enrollment |

These proposed regulations answer many of the questions that we have had concerning mandatory automatic enrollment that took effect January 1, 2025. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

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

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

Qualified Disaster Distributions and Form 8915-F

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

Form 8915-F is a draft of the redesigned version of Form 8915 that is to be used for participants to report distributions due to qualified disasters. Learn More >

Electronic Delivery of Participant Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Notices |

The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >

Four SECURE 2.0 Provisions Plan Sponsors Are Likely to Add

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

As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting. Learn More >

SECURE 2.0 Act: Provisions for Implementation in 2025

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

Here's a summary of the key changes for 2025 that financial advisors and plan sponsors need to know. Learn More >

Getting out of a MEP/PEO/PEP is not as easy as you think.

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

MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs. Learn More >

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 >

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