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Resources

Qualified Disaster Distributions and Form 8915-F

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

Form 8915-F is a draft of the redesigned version of Form 8915 that is to be used for participants to report distributions due to qualified disasters. Learn More >

Electronic Delivery of Participant Notices

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

The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >

"Cross-Testing" In Qualified Profit Sharing Plans - 2025

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 >

Required Annual Tests - 2025

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

The Simplified Employee Pension (SEP) - 2025

SEPs |

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

Four SECURE 2.0 Provisions Plan Sponsors Are Likely to Add

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

As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting. Learn More >

SECURE 2.0 Act: Provisions for Implementation in 2025

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

Here's a summary of the key changes for 2025 that financial advisors and plan sponsors need to know. Learn More >

Getting out of a MEP/PEO/PEP is not as easy as you think.

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

MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs. Learn More >

DOL ERISA Fiduciary Changes

Leisha Gosling, MBA, CEBS, QKA, QKC | Fiduciary Issues |

The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee. Learn More >

Financial Incentives for Employee Participation

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

Thanks to SECURE 2.0, for plan years beginning after December 29, 2022, employers that sponsor 401(k) or 403(b) plans may offer employees a “de minimis” financial incentive. Learn More >

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