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 >
A SIMPLE IRA can be a low cost alternative to a 401(k) plan, but there are trade-offs to using this simpler version of a qualified plan. Learn More >
New Retirement Savings Account Option. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A review of plan features for 4 types of common plan designs used by small employers.
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration.
RMS held our 9th consecutive FA & CPA Seminar