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Resources

Why Are Administrative Policies Important?

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

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

DOL Guidance on ESG and Other Investments

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

The DOL released final guidance on October 30, 2020, concerning socially responsible, environmental, corporate governance (ESG) investing, impact investing, and economically targeted investing. Learn More >

Take Advantage of Cycle 3 Document Restatements

Plan Design |

The IRS requires document restatements every 6 years, take advantage of this and update your plan design during restatement! Learn More >

2021 Employee Benefit Indexed Limitations

PLAN LIMITS

View the Employee Benefit Indexed LIMITATIONS for the 2021 plan year, released by the IRS. Learn More >

IRS Releases Additional Guidance on CARES Act

COVID-19/CARES Act |

Learn More >

Document Restatements Required

Documents |

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >

Retirement Plan Provisions in the CARES Act

COVID-19/CARES Act |

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 >

FAQs: Can I Suspend the Safe Harbor Contribution?

Safe Harbor Plans |

Frequently Asked Questions on Safe Harbor Suspension Learn More >

Details of the SECURE Act - Part Five: Small Employer Plan Credit

The SECURE Act |

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 >

Details of the SECURE Act - Part Four: Withdrawals for Birth or Adoption

The SECURE Act |

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 >

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