Managing Partner Amber Lloyd addressed the Louisville Employee Benefits Council at their monthly subcouncil meeting. Her presentation focused on the Department of Labor tip sheet on Target Date funds; design features that help employees achieve retirement readiness; new participant statement disclosures; and changes to the definition of plan fiduciary.
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RMS ResourcesThis worksheet helps you determine what percent of pay to save for retirement.
Read More >The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500.
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RMS Latest NewsRetirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Read More >Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.
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