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Cycle 4 Restatements Are Coming: What Financial Advisors Need to Know

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Cycle 4 restatements are approaching. Learn what financial advisors need to know about upcoming changes, key deadlines, and how to help clients prepare. Learn More >

Document Retention

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents. Learn More >

Form 8955-SSA: Late-Filing Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

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 >

3 Important Retirement Plan Document Deadlines for 2022

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022. Learn More >

Document Restatements Required

Documents |

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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