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Office: 502.429.0767
Fax: 502.423.7672
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Retirement Management Services, LLC
Retirement Plan Consulting and Administrative Services

RMS Newsletter

RMS Newsletter, July 2010

RMS Newsletter, April 2010

RMS Newsletter, January 2010

RMS Newsletter, October 2009

 

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 (2010)
Fiduciary / Trustee Responsibilities (1-2007)

Ideal 401 (k) Platform (10-2006)
Paying Expenses From Participant Accounts (7-2005)
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)
Small Employer Credit for Retirement Plan Start-Up Costs (4-2005)
Why Some 401(k) Plans Have No Match (7-2006)
Why Some Retirement Plans Do Not Offer Loans to Participants (1-2009)
Why Some Retirement Plans Offer No Investment Options (7-2006)

Internet Resources for Plan Advisors:

Organizations
Administration on Aging (US Dept. of Health & Human Services)
American Academy of Actuaries
American Society of Pension Professionals & Actuaries (ASPPA)
Department of Labor
ESOP Association
Louisville Employee Benefits Council (LEBC)
National Institute of Pension Administrators
Pension Research Council
Profit Sharing / 401 (k) Council of America
Social Security Administration
Society of Actuaries
Other Benefits-Related Organizations

Rating Companies
A.M. Best - Ratings of publicly traded companies.
Dun & Bradstreet
Moody's Investor Services
Standard & Poor's Insurance Rating Services - Ratings on Insurance Companies

Research Sites
Download Form 5500 if you know plan name or EIN
Investment Company Institute --- retirement statistics
Pension Research Council of the Wharton School, Univ. of Penn.
Using the web for employee benefits research

Statistics
Applicable Federal Rates
Bureau of Labor Statistics
EBRI Retirement Confidence Survey
Federal Reserve Board: Releases & Historical Data
Inflation Index, every month end's index

S&P 500, every month end's value


Surveys
Small Employer Retirement Survey (SERS)