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Document Restatements Required

Documents |

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

Retirement Plan Provisions in the CARES Act

COVID-19/CARES Act |

The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >

FAQs: Can I Suspend the Safe Harbor Contribution?

Safe Harbor Plans |

Frequently Asked Questions on Safe Harbor Suspension Learn More >

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 >

Automatic Enrollment Plan Designs

Automatic Enrollment |

There are many qualified plans that are not taking advantage of automatic enrollment. 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 >

2020 Employee Benefit Indexed Limitations

PLAN LIMITS

View the employee benefit indexed limitations for the 2020 plan year, released by the IRS. Learn More >

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