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3 Important Retirement Plan Document Deadlines for 2022

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

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

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

Gender Pension Gap

Marketing |

We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >

Alternative Investments

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

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Are You Ready for A Cash Balance Plan?

Cash Balance Plans |

A Cash Balance Plan is the perfect opportunity to build substantial retirement savings in a short time. Learn More >

2022 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >

What are Prohibited Transactions in Retirement Plans?

Leisha Gosling, MBA, CEBS, QKA, QKC | PLAN LIMITS |

A transaction between the qualified plan and a disqualified person. Learn More >

How Important are Beneficiary Forms?

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

Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >

Who is Considered an Employee for Retirement Purposes?

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

Who is considered an employee for retirement purposes? Why is it important? Learn More >

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