Resources

Coordinating Retirement Plans with Client Exit Planning

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design | April 20, 2026

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

Why Ownership Is Confirmed Each Year

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design | February 20, 2026

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 >

Should A Participant Front Load Their Employee Deferrals?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design | February 11, 2022

Investors believe it is beneficial to invest early in the market, but is that the best option for a participant deferrals? Learn More >

Details of the SECURE Act Part Ten: Multiple Employer Plans (MEP) and Pooled Employer Plans (PEP)

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Design | January 28, 2021

Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >

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