The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status. Learn More >
There are many qualified plans that are not taking advantage of automatic enrollment. Learn More >
Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >
The SECURE Act contains significant changes to tax-qualified retirement plans. This article looks in detail at one provision that would require coverage of part-time employees. 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 >
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
A SIMPLE IRA plan provides small employers with a tax-advantaged plan that offers simpler, less costly administration. Learn More >
Cash balance plans offer high contribution limits and flexibility. Learn More >
View the employee benefit indexed limitations for the 2020 plan year, released by the IRS. Learn More >
Additional useful information for the needs of your retirement plan can be found from related organizations. Learn More >
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Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act