Who is considered an employee for retirement purposes? Why is it important? Learn More >
The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. Learn More >
The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >
Colonial Surety Company can provide a quote for fidelity and fiduciary bonds. Learn More >
Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >
Section 110 of the Act revised the distribution option for 403(b) plans. Learn More >
Section 401 of the Act limited the timing of distributions from an inherited IRA. Learn More >
Section 403 and 404 of the Act increased the fees for late filing for Form 5500 and Form 8955-SSA. Learn More >
Section 302 of the SECURE Act expanded the benefits of 529 college savings plans. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Cash balance plans offer high contribution limits and flexibility.
Please join us in congratulating our two new Account Executives!