A transaction between the qualified plan and a disqualified person. Learn More >
The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >
Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >
Section 401 of the Act limited the timing of distributions from an inherited IRA. Learn More >
Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >
Section 302 of the SECURE Act expanded the benefits of 529 college savings plans. Learn More >
Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products. Learn More >
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. Learn More >
Section 101 of the Act enhanced capabilities of Multiple Employer Plans (MEP) and created Pooled Employer Plans (PEP). Learn More >
Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >
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The Federal Reserve raised interest rates by .75%, what does that mean for you and your money?
New team members for 2022.
Please join us in congratulating our two new Account Executives!