Resources

Details of the SECURE Act - Part Twelve: Lifetime Income Options

Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products.

Details of the SECURE Act - Part Eleven: Consolidated Form 5500 Filing for Related Plans

Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500.

02.03.21 Leisha Gosling Featured in Plan Sponsor Magazine

10.08.20 Caryn Patterson, QKA and Greg Glasscock, QKA have been promoted to Senior Plan Specialist II.

Congratulations Caryn and Greg!