Our Thoughts On Archive

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Learn about key details of the SECURE Act including changes to multiple employer plan "bad apple" rule.

SECURE Act: Church-Controlled Organizations: Clarification of Retirement Income Account Rules Under the Secure Act

Learn about the changes to the Church controlled organization retirement plans from the SECURE Act.

SECURE Act: Treating Excluded Difficulty of Care Payments as Compensation for Determining Retirement Contribution Limitations

Highlights of 2020 SECURE Act Section provided by Schneider Downs Retirement Solutions.

SECURE ACT - Modification of Nondiscrimination Rules to Protect Older, Longer-Service Participation

Learn about the changes implemented by the SECURE Act including changes to nondiscrimination rule changes.

SECURE Act: Increase in Penalty for Failure to File (Section 402)

Learn about the changes to the failure to file penalties for IRS Form 5500 and related notifications.

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

Learn about the changes implemented by the SECURE Act of 2019 including changes to the termination of 403b Plans.