Resources

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2020

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

Retirement Plan Provisions in the 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?

Frequently Asked Questions on Safe Harbor Suspension Learn More >

Details of the SECURE Act - Part Five: Small Employer Plan Credit

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 >

The Saver's Credit - 2020

The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $65,000. Learn More >

Details of the SECURE Act - Part Four: Withdrawals for Birth or Adoption

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 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

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

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 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 >

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