Resources

401(k) End of Year Reminder Checklist - 2023

This eleven step checklist will help you end your plan year smoothly. Learn More >

Things to Consider Before Retiring

Although financial planning is a very important part of retirement planning and retirement readiness, it is only one of many things to consider. Learn More >

Hardship Distribution – Should You Allow Self-Certification?

Employers may now rely on an employee self-certification that they have experienced a hardship and that the employee has no other funds available to satisfy the hardship. But should you? Learn More >

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

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)

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

Details of the SECURE 2.0 Act: Student Loan Matching

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

SECURE 2.0 Act: Required Minimum Distributions Learn More >

Tax Credits for Start Up Retirement Plans

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

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

The SECURE 2.0 Act: Part 2 DB Plans, SIMPLE, IRA, 403(b)/457 plans

On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related. Learn More >

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