Chuck Lynch spoke at a financial advisor seminar jointly hosted by RMS and the Principal Financial Group. His topics were “ESOPs – Uncover Hidden Opportunities” and “Benchmarking Fees and Plan Design”.
Let us help design and administer a Retirement Program that meets your needs.
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option.
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement.
RMS held our 9th consecutive FA & CPA Seminar