Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. Learn More >
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The Department of Labor finalized changes to the Form 5500 financial statement audit requirement for retirement plans for plan years beginning on or after January 1, 2023.
RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA.
New team members for 2023.
Ryan Stamper and Michael Zehnder recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).