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Resources

401(k) Safe Harbor Rules – 2026

Safe Harbor Plans |

A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option. Learn More >

Document Retention

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

Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents. Learn More >

Changes for 2026

Leisha Gosling, MBA, CEBS, QKA, QKC | Roth Contributions |

Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account. Learn More >

Part-Time Employees

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

Are the requirements for part-time employees the same for health insurance as it is for retirement plans? Learn More >

Cybersecurity 401(k)

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

This article explores the fundamentals of cybersecurity, why it matters, and how organizations can safeguard their systems and participants’ information. Learn More >

Late Deposit of Contributions

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

The U.S. DOL's VFCP assists employers and plan officials in correcting certain breaches of fiduciary duties under ERISA. Learn More >

Cybersecurity

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

As stewards of sensitive financial and personal data, plan sponsors have a fiduciary and legal obligation to protect that information. Learn More >

Uncashed Distribution Checks

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

Uncashed distribution checks are a growing problem for plan sponsors, as the numbers of small-balance accounts and separated participants grow. Learn More >

Missing Participants

Leisha Gosling, MBA, CEBS, QKA, QKC | Lost Participants |

After a participant leaves employment, a plan administrator must continue to provide them with plan notices. Learn More >

Mandatory Automatic Enrollment Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | Automatic Enrollment |

These proposed regulations answer many of the questions that we have had concerning mandatory automatic enrollment that took effect January 1, 2025. Learn More >

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