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Resources

Where 401(k) Plans Go Wrong

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

Most 401(k) compliance issues don’t result from bad intentions—they stem from overlooked responsibilities and assumptions. Learn where common gaps occur and how to avoid them. Learn More >

The DOL's New Proposed One Paper Statement Rule & How it Impacts You

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

New proposed DOL rules could reshape how retirement plans rely on electronic disclosures and annual paper statements. Read more to learn what these changes mean for retirement plans and plan sponsors. Learn More >

Retirement Plans Are Evolving—Here’s What It Means for You

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Today’s retirement plans are evolving to support employees beyond traditional savings. Learn how these changes are impacting businesses and their employees. Learn More >

ESOP Advantages in Exit Planning

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

An ESOP is more than a retirement plan. It is a sophisticated exit strategy that can provide liquidity, tax efficiency, and legacy preservation while keeping the business independent. Learn More >

Coordinating Retirement Plans with Client Exit Planning

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Business owners often treat retirement and exit planning separately. Learn how aligning both can improve taxes and business goals. Learn More >

Fiduciary Rule Changes

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

Recent changes in the regulatory landscape have raised questions for employers that sponsor retirement plans. Learn More >

Why Ownership Is Confirmed Each Year

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design |

Confirming ownership with RMS every year—even when nothing has changed—helps protect your retirement plan, reduce risk, and ensure continued compliance without surprises. 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 >

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