Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >
Asking the right questions can make all the difference in plan administration. Learn More >
A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >
The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. 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 >
The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >
A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >
The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >
The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >
In order to keep a retirement plan exempt from ERISA, 403(b) plan sponsors must be careful not to exercise any discretionary authority over the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design.
RMS held our 9th consecutive FA & CPA Seminar