It may be deemed that there has been a partial plan termination if more than 20% of the plan’s participants are terminated. 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).