What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >
Make sure the potential new recordkeeper is a good fit for the plan and the employer by asking these questions BEFORE the decision is made to transfer the plan’s administration. Learn More >
Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
You may recall that in 2012, plan sponsors were required by the Department of Labor (DOL) to provide to plan participants a notice that disclosed detailed investment information for the plan. Learn More >
The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >
When participants who are not fully-vested in their company contribution accounts terminate employment, their non-vested monies are usually moved into a forfeiture account. Learn More >
The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >
What is a Domestic Relations Order (DRO)? Learn More >
Plan Administrators who are appointed to engage service providers must understand that they bear the final responsibility Learn More >
Let us help design and administer a Retirement Program that meets your needs.
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.
Amber Lloyd, Owner and Managing Member at RMS, will be presenting at the OH/KY Chapter - 2024 Thoroughbred Conference on July 31, 2024.
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.