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Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

Qualified Disaster Distributions and Form 8915-F

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

Form 8915-F is a draft of the redesigned version of Form 8915 that is to be used for participants to report distributions due to qualified disasters. Learn More >

Four SECURE 2.0 Provisions Plan Sponsors Are Likely to Add

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting. Learn More >

SECURE 2.0 Act: Provisions for Implementation in 2025

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

Here's a summary of the key changes for 2025 that financial advisors and plan sponsors need to know. Learn More >

Getting out of a MEP/PEO/PEP is not as easy as you think.

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs. Learn More >

Financial Incentives for Employee Participation

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

Thanks to SECURE 2.0, for plan years beginning after December 29, 2022, employers that sponsor 401(k) or 403(b) plans may offer employees a “de minimis” financial incentive. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Required Minimum Distributions

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 Act provisions related to required minimum distributions. Learn More >

SECURE 2.0 Guidance

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

Long Term/Part Time Employees - Revised

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

SECURE 2.0 made technical corrections to the long-term/part-time rules. Learn More >

SECURE 2.0 Act: Catch-Up Contributions

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

On August 25, 2023, the IRS released Notice 2023-62. Learn More >

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