Policies and procedures for 401(k) plans help employees involved in plan administration do their job efficiently. Learn More >
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >
Who is considered an employee for retirement purposes? Why is it important? Learn More >
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. 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.