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Converting a SIMPLE IRA to 401(k) Midyear

Leisha Gosling, MBA, CEBS, QKA, QKC | SIMPLE IRAs |

Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time. Learn More >

New Form 5500 Audit Requirements

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

The Department of Labor finalized changes to the Form 5500 financial statement audit requirement for retirement plans for plan years beginning on or after January 1, 2023. Learn More >

Form 8955-SSA: Late-Filing Notices

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

RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. Learn More >

SECURE 2.0 Act: Catch-Up Contributions

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

On August 25, 2023, the IRS released Notice 2023-62. Learn More >

Details of the SECURE 2.0 Act: Provisions Related Specifically to 403(b) Plans

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

This article focuses on the three specific changes for section 403(b) tax-sheltered annuity plans (403(b) plans) that did not affect 401(k) plans. Learn More >

401(k) End of Year Reminder Checklist - 2023

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

This eleven step checklist will help you end your plan year smoothly. Learn More >

Things to Consider Before Retiring

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

Although financial planning is a very important part of retirement planning and retirement readiness, it is only one of many things to consider. Learn More >

Hardship Distribution – Should You Allow Self-Certification?

Leisha Gosling, MBA, CEBS, QKA, QKC | Hardship Withdrawals |

Employers may now rely on an employee self-certification that they have experienced a hardship and that the employee has no other funds available to satisfy the hardship. But should you? Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Early Distribution Penalties

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

Section 331, Section 326, Section 120, Section 314, Section 115, Section 323, and Section 334 Learn More >

SECURE 2.0 updates to Employee Plans Compliance Resolution System (EPCRS)

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

Section 301, Section 305, and Section 350 Learn More >

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