RMS is excited to announce that Ryan and Michael recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). The QKA program consists of two packages — Plan Management and Testing & Compliance — each comprising nine courses and a credential exam. Congratulations to Ryan and Michael!
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RMS ResourcesThis worksheet helps you determine what percent of pay to save for retirement.
Read More >The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $76,500.
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RMS Latest NewsRetirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Read More >Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.
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