301 Townepark Circle - Louisville, KY 40243
Office: 502.429.0767
Fax: 502.423.7672
2007 Retirement Management Services, LLC - All Rights Reserved
This website developed by DeMott Technical Solutions, Inc.
Home
News
Employers
Advisors
Participants
Career Positions
Contact Us
Retirement Management Services, LLC
Retirement Management Services, LLC
Retirement Management Services, LLC
R
M
S
Retirement
Management
Retirement
Retirement
Management
Management
Services
Services
Services
Retirement
Management
Services
Retirement
Management
Services
Retirement
Management
Services
Retirement
Management
Services
Retirement
Management
Services
Retirement
Management
Services
EMPLOYERS
Retirement Management Services, LLC
Retirement Plan Consulting and Administrative Services

RMS Newsletter

RMS Newsletter, October 2011

     Adding 401(k) to Defined Benefit Plans                                       Notification of Deferred Benefit

     ESOPs - Making Early Loan Payments                                        Year-End Reminders

RMS Newsletter, July 2011

     A Review of Multiple Employer Plans (MEPs)                             SSA Filings Now Due!

     ESOP Valuations - Repurchase Obligations                              S-Corp ESOPs - What is 409(p)

RMS Newsletter, April 2011

     What to do if You've Misplaced your 5500 Efiling Credentials 

     ESOPs - Recycling vs. Retiring Stock                                           DOL Fee Disclosure Rules

     Fiduciary Insurance and Fidelity Bond Coverage

RMS Newsletter, January 2011

     Required Electronic Filing for Tax Withholding                           W-2 Box 13 and IRA Deduction

     ESOP Shares Sold Mid-Year With no Special Valuation           The Saver's Credit


RMS Articles

Comparing 7 Defined Contribution Plan Designs (1-2010)
Cross Testing (1-2010)
Davis-Bacon Plans (10-4-08)

Designing a Defined Contribution Plan (7-11-08)

Employee Benefit Indexed Limitations (2012)

Fiduciaries -- Managing Responsibilities (4-08-2008)
Fiduciary / Trustee Responsibilities (1-2007)
Ideal 401 (k) Platform (10-2006)
Paying Expenses From Participant Accounts (7-2005)
Required Annual Tests for Qualified Retirement Plans (1-2009)
Safe Harbor Leveraging of 401 (k) Plans (1-2009)
SEPs -- Rules for Simplified Employee Plans (1-2009)
SEPs vs 401 (k) Safe Harbor (1-2009)
SIMPLEs -- Rules for the Savings Incentive Match Plan for Employees (1-2009)

Small Business Retirement Plan Options (1-2009)

Why Some 401 (k) Plans Have No Match (7-2006)
Why Some Retirement Plans Do Not Offer Loans to Participants (1-2011)

Why Some Retirement Plans Offer No Investment Options (7-2006)

Internet Resources for Employers:


Employee Stock Ownership Plans

Employee Ownership Foundation                                ESOP Association                        
The Kelso Institute                                                           
National Center for Employee Ownership

Ohio Employee Ownership Center

Indices and Statistics
American Savings Education Council                          Economic Indices

Employee Benefit Research Institute                           Employment Cost Index

Stock Price Indices
                           

News and Issues on Employee Benefits

Benefitnews.com                                                             Benefitslink.com News from Last 48 Hours

Benefitslink.com Subscribe to Free Newsletter         IRS
Plansponsor.com


Organizations
American Benefits Council (formerly the APPWP)
     American Savings Education Council
Choose to Save Education Program                            Employee Benefit Research Institute
Louisville Employee Benefits Council (LEBC)           Profit Sharing / 401(k) Council of America
Other Benefits-Related Organizations


Other Useful Links
403(b) discussions on Benefitslink.com                    403(b) Plans
About.com --- on retirement planning
Retirement
Management
GTX165620