Resources

The SECURE Act: Changes for Long-Term/Part-Time Employees

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act | November 1, 2022

The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act | May 24, 2022

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

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

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act | March 12, 2021

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

Details of the SECURE Act - Part Sixteen: 403(b) Plan Distributions

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act | March 1, 2021

Section 110 of the Act revised the distribution option for 403(b) plans. Learn More >

Details of the SECURE Act - Part Fifteen: Inherited IRAs

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act | February 28, 2021

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 | The SECURE Act | February 21, 2021

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 | February 17, 2021

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 | The SECURE Act | February 10, 2021

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 | February 5, 2021

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 | The SECURE Act | January 28, 2021

Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >

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