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The Saver's Credit - 2020

Saver's Credit

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

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

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

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

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

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

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

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

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 >

The SECURE Act

Annemarie Keehn, ERPA, QPA, QKA | Tax Laws |

The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >

Required Annual Tests - 2020

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

The SIMPLE IRA Plan - 2020

SIMPLE IRAs

A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >

Cash Balance Plans - 2020

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans

Cash balance plans offer high contribution limits and flexibility. Learn More >

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