Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500. 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.