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Resources

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 >

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2023

Safe Harbor Plans

A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >

401(k) End of Year Reminder Checklist - 2022

Plan Sponsor Tips and Help |

This ten step checklist will help you end your plan year smoothly. 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 >

2023 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed Limitations for the 2023 plan year. Learn More >

The Simplified Employee Pension (SEP) - 2022

SEPs |

A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2022

Plan Design |

When designing a Defined Contribution plan, it is important to understand how the various types compare. 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 the plan administration do their job efficiently. Learn More >

401(k) Safe Harbor Rules - 2022

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 >

"Cross-Testing" in Qualified Profit Sharing Plans - 2022

Plan Design |

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

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