(502) 429-0767 Secure File Sharing Ask An Expert M

Resources

Details of the SECURE Act - Part Seven: Due Date for Adopting a New Plan

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

A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >

Details of the SECURE Act - Part Six: IRA Enhancements

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

Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >

Cybersecurity: Is Your Data Protected?

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

EVERYONE in a company is responsible for Cybersecurity - our society is dependent on electronic communication and data transfer. There are simple changes a company can make to protect their data. Learn More >

Why Are Administrative Policies Important?

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

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

DOL Guidance on ESG and Other Investments

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

The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote