People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. 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 >
The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >
Plan Administrators who are appointed to engage service providers must understand that they bear the final responsibility Learn More >
We see five major reasons that some companies choose to sponsor 401(k) plans while not making matching contributions. Learn More >
Download Form 5500 if you know the plan name or EIN. Learn More >
A guide to answer questions you may have regarding Social Security. Learn More >
Good "what if" planning, and recommended savings level, by Kiplinger. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
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.
RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA.
New team members for 2023.
Ryan Stamper and Michael Zehnder recently earned their Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).