We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >
We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >
What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >
People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >
Most companies that sponsor an Employee Stock Ownership Plan (ESOP) also sponsor a separate 401(k) plan. Learn More >
Many of today’s employees may find themselves retiring with funds that might not last a lifetime. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely.
Correctly maintaining a retirement plan comes with responsibilities and administrative duties to ensure compliance with the various complex employee benefit plan laws and regulations.
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.