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Small Employer Plan Credits - SECURE 2.0 ACT

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

Section 102 of the SECURE 2.0 Act amend the tax laws to increase the employer credit for small plan startup costs. Learn More >

The SECURE Act: Changes for Long-Term/Part-Time Employees

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours. Learn More >

What Retirement Policies Should Your 401(k) Plan Have in Place?

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

Policies and procedures for 401(k) plans help employees involved in plan administration do their job efficiently. Learn More >

3 Important Retirement Plan Document Deadlines for 2022

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

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

Alternative Investments

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

Real estate, cryptocurrency, hedge funds, private equity; is adding alternative investments to your retirement plan worth the risk? Learn More >

Should A Participant Front Load Their Employee Deferrals?

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

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

What are Prohibited Transactions in Retirement Plans?

Leisha Gosling, MBA, CEBS, QKA, QKC | PLAN LIMITS |

A transaction between the qualified plan and a disqualified person. Learn More >

How Important are Beneficiary Forms?

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

Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >

Who is Considered an Employee for Retirement Purposes?

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

Who is considered an employee for retirement purposes? Why is it important? Learn More >

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