RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. Learn More >
Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans. Learn More >
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Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).