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Resources

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 >

7 Common Plan Errors and How to Avoid Them

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

Correctly maintaining a retirement plan comes with responsibilities and administrative duties to ensure compliance with the various complex employee benefit plan laws and regulations. Learn More >

4 Small Employer Plan Credits

Leisha Gosling, MBA, CEBS, QKA, QKC | Small Employer Credit |

Notice 2024-2 and/or Notice 2020-68 included guidance for the four available tax credits for small employers. 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 >

Converting a SIMPLE IRA to 401(k) Midyear

Leisha Gosling, MBA, CEBS, QKA, QKC | SIMPLE IRAs |

Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time. Learn More >

New Form 5500 Audit Requirements

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

The Department of Labor finalized changes to the Form 5500 financial statement audit requirement for retirement plans for plan years beginning on or after January 1, 2023. Learn More >

Form 8955-SSA: Late-Filing Notices

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

RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. 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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