Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >
The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >
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SECURE 2.0 Act provisions related to required minimum distributions.
Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely.
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.