Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. Learn More >
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The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500.
Cash balance plans offer high contribution limits and flexibility.
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.