A review of plan features for the 4 types of common plan designs used by small employers. Learn More >
A description of the 401(k) safe harbor rules, as well as the advantages and disadvantages of this plan design option. Learn More >
What are the differences and which is right for your company? Learn More >
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
Section 331, Section 326, Section 120, Section 314, Section 115, Section 323, and Section 334 Learn More >
Section 301, Section 305, and Section 350 Learn More >
Section 110 of the Secure 2.0 Act allows Student Loan Matching. Learn More >
SECURE 2.0 Act: Required Minimum Distributions Learn More >
SECURE 2.0 increased the maximum tax credit allowed for setting up a new retirement plan. A tax credit is a powerful tool that reduces the amount of taxes you may owe on a dollar-for-dollar basis. Learn More >
SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options 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).