View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >
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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
The Coronavirus, Aid, Relief and Economic Security (CARES) Act includes a number of provisions intended to help retirement plan participants who have been impacted by the pandemic. Learn More >
Frequently Asked Questions on Safe Harbor Suspension Learn More >
Employers who start a new plan or add auto enrollment to an existing or new plan are eligible for tax credits to help offset the expense of the plan. Learn More >
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses. Learn More >
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >
There are many qualified plans that are not taking advantage of automatic enrollment. Learn More >
Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >
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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.
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related.
Plan Specialist Ryan Stamper passes QKA-1 Exam
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference