Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >
Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >
Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%. Learn More >
The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000. Learn More >
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 >
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 >
When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >
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 >
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 >
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The IRS has issued modified rules on how to correct deferral errors in 401k plans.
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA.