(502) 429-0767 Secure File Sharing Ask An Expert M

Resources

Tracking Compensation and Getting It Right

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Compensation |

According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >

Converting a SIMPLE IRA to 401(k) Midyear

Leisha Gosling, MBA, CEBS, QKA, QKC | SIMPLE IRAs |

Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time. Learn More >

New Form 5500 Audit Requirements

Leisha Gosling, MBA, CEBS, QKA, QKC | Audit |

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. Learn More >

Form 8955-SSA: Late-Filing Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. Learn More >

SECURE 2.0 Act: Catch-Up Contributions

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

On August 25, 2023, the IRS released Notice 2023-62. Learn More >

Details of the SECURE 2.0 Act: Provisions Related Specifically to 403(b) Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | SECURE 2.0 |

This article focuses on the three specific changes for section 403(b) tax-sheltered annuity plans (403(b) plans) that did not affect 401(k) plans. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2023

Plan Design |

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

401(k) End of Year Reminder Checklist - 2023

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

This eleven step checklist will help you end your plan year smoothly. Learn More >

Things to Consider Before Retiring

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Although financial planning is a very important part of retirement planning and retirement readiness, it is only one of many things to consider. Learn More >

Hardship Distribution – Should You Allow Self-Certification?

Leisha Gosling, MBA, CEBS, QKA, QKC | Hardship Withdrawals |

Employers may now rely on an employee self-certification that they have experienced a hardship and that the employee has no other funds available to satisfy the hardship. But should you? Learn More >

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote