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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MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs.
The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee.
Allison C. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Amber Lloyd, Owner and Managing Member at RMS, will be presenting at the OH/KY Chapter - 2024 Thoroughbred Conference on July 31, 2024.