Internal controls ensure contributions and loan repayments are deposited timely and accurately. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. 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 >
When spouses each own separate, unrelated businesses, the presence of minor children can create a controlled group across both companies for coverage testing purposes. Learn More >
Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >
Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
Financial firm practices related to the marketing of IRAs are going to be subject to increased focus by FINRA in 2014. Learn More >
An important consideration in plan design is structuring the vesting schedule for the employer contributions. Learn More >
Employers must give employees various required notices during the year. Learn More >
A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of 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