All Resources

Help clients understand the implications of IRS Notice 2024-02 and unpack the new Roth employer contribution rules, including key distinctions from in-plan Roth conversions. Learn how these updates may impact plan design, tax planning strategies, and client conversations around retirement savings. 

Help clients understand how to use de minimis financial incentives to boost retirement plan participation under IRS Notice 2024-02. Explore eligibility rules, tax treatment, and open questions surrounding third-party incentives. 

Help clients understand the new terminal illness penalty exception under IRS Notice 2024-02, including how it differs from other early distribution provisions, current limitations, tax implications, and expected regulatory updates. 

Help clients take full advantage of SECURE 2.0’s enhanced tax credits with insights from IRS Notice 2024-02. Explore eligibility rules and planning opportunities for startup cost, employer contributions, and military spouse participation credits. 

Help clients navigate midyear SIMPLE IRA terminations under IRS Notice 2024-02, including key compliance steps and contribution limits when transitioning to a Safe Harbor 401(k). Learn more about the IRS’s guidance on documentation, rollover rules, and contribution coordination during the plan switch. 

Help clients understand how IRS Notice 2024-02 clarifies automatic enrollment requirements under SECURE 2.0, including how plan establishment dates, mergers, and spin-offs affect compliance. Explore what qualifies as a pre-enactment plan and how these rules apply to 401(k), 403(b), and starter plans. 

Help clients navigate the latest IRS guidance on elective deferral failures and explore how Notice 2024-02 makes the safe harbor correction method permanent under SECURE 2.0. Learn how this impacts plan sponsors’ correction strategies and what advisors need to know when guiding clients through compliance. 

Help clients navigate the decision between state-facilitated retirement programs and other qualified retirement plans by guiding them through the benefits and considerations of each option. 

Help clients understand the impact of SECURE 2.0 on long-term part-time (LTPT) employees and guide them through eligibility rules, ensuring compliance with new regulations. 

Help clients understand and leverage the SECURE 2.0 Act to establish effective retirement plans, guiding them through the incentives and benefits for both business success and employee financial well-being. 

Help your clients understand the new penalty-free distribution option for emergency expenses, including eligibility and benefits of the provision, introduced by the SECURE 2.0 Act. 

Help your clients navigate the changes to the required minimum distribution (RMD) age introduced by the SECURE 2.0 Act. 

Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs. 

Help clients understand Virginia's state-mandated retirement program and educate them on the key features of the program as well as available alternatives. 

Help clients in Vermont understand and comply with state mandated retirement plan requirements and deadlines. 

Help clients in Oregon understand their state's retirement mandates and explore alternative solutions that meet both satisfy legal requirements and align with clients' needs. 

Help your clients in New York navigate the state's retirement mandates and explore alternative plan options to satisfy mandates and meet their business goals. 

Help clients understand the necessity of state-mandated retirement plans and explore their options to comply with these mandates.

Help clients understand California's CalSavers Retirement Savings Program and explore alternative options to satisfy state mandate requirements.

Help clients understand the Illinois Secure Choice Retirement Savings Program and explore alternative options to meet their retirement plan needs. 

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

Help your clients in Minnesota navigate the state's mandated retirement program and discover alternative solutions that not only satisfy legal requirements but also align with their business goals. 

Help clients understand California's retirement state mandate requirements and explore the best solutions to meet their business needs.

Help clients understand Colorado's retirement state mandates and explore alternative solutions that may fit their needs.

Help your clients in Maryland understand the state's mandated retirement program and explore alternative solutions that satisfy both the mandate and their business needs. 

Help clients in Nevada understand the state's mandated retirement program and explore alternative solutions that satisfy legal requirements and meet their business goals. 

Help clients in New Jersey understand the state's mandated retirement program and explore alternative solutions that satisfy the legal requirements. 

Help clients understand Connecticut's state retirement program and explore the alternative solutions to satisfy the mandate.

Help clients understand requirements under Delaware's retirement state mandated program and explore the best solutions to meet their business needs.

Help clients understand Hawaii's state-mandated retirement program and explore the alternative solutions to satisfy the mandates as well as meet their business needs.

Help clients understand Illinois' state-mandated retirement program and educate them on the key features and benefits of the program as well as available alternatives.

Help clients navigate Maine's retirement state mandate and understand alternative plan options, ensuring compliance with the mandates.

Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

Compare various retirement plan options to find the best fit for your clients, considering factors like eligibility, contributions, and administrative responsibilities.

Find the right plan for your client with our small business plans overview.

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.

Boost your PEP efforts with ready-to-use marketing campaigns, designed to help you win new business with minimal effort. 

Boost your prospecting and conversion efforts with a ready-to-use marketing campaign, designed to save time and enhance engagement.

Show your clients the impact of our flat-dollar approach to recordkeeping fees on their plan fees and market value over time. Use our pricing calculator to create a custom illustration that demonstrates the plan value, and compare Ascensus plan pricing with current plan pricing to highlight potential savings and improved asset growth.

Help clients evaluate retirement plan providers using a comprehensive checklist to ensure they choose the best fit for their business needs.

Use the SECURE 2.0 Tax Credit Calculator to prospect small business clients by demonstrating potential tax credits available for sponsoring a retirement plan.

Help clients explore the tax credits available under the SECURE 2.0 Act, including eligibility criteria and potential savings, using the Tax Credit Calculator.