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Resources

Small Business Retirement Plan Options - 2023

Plan Design |

A review of plan features for the 4 types of common plan designs used by small employers. Learn More >

401(k) Safe Harbor Rules - 2023

Safe Harbor Plans |

A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >

SIMPLE IRAs vs 401(k) Safe Harbor Plans - 2023

SIMPLE IRAs |

What are the differences and which is right for your company? Learn More >

Required Annual Tests - 2023

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Early Distribution Penalties

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

Section 331, Section 326, Section 120, Section 314, Section 115, Section 323, and Section 334 Learn More >

SECURE 2.0 updates to Employee Plans Compliance Resolution System (EPCRS)

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

Section 301, Section 305, and Section 350 Learn More >

Details of the SECURE 2.0 Act: Student Loan Matching

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

Section 110 of the Secure 2.0 Act allows Student Loan Matching. 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: Required Minimum Distributions Learn More >

Tax Credits for Start Up Retirement Plans

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

SECURE 2.0 increased the maximum tax credit allowed for setting up a new retirement plan. A tax credit is a powerful tool that reduces the amount of taxes you may owe on a dollar-for-dollar basis. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

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

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

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