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The SECURE 2.0 Act: Part 1 401(k) Plans

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

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. Learn More >

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 >

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 >

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 plan administration do their job efficiently. Learn More >

Federal Reserve Interest Rate Increase

Investments |

The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? Learn More >

3 Important Retirement Plan Document Deadlines for 2022

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Lifetime Income Disclosures

Leisha Gosling, MBA, CEBS, QKA, QKC | The SECURE Act |

Lifetime Income Disclosures present account balances as an annuity to better inform participants on monthly income after retirement. Learn More >

Gender Pension Gap

Marketing |

We are all familiar with the gender pay gap, but the disparity doesn’t stop there. It continues into retirement where women retire with less income than men, known as the Gender Pension Gap. Learn More >

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