Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >
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 >
Let us help design and administer a Retirement Program that meets your needs.
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement.
When designing a Defined Contribution plan, it is important to understand how the various types compare.
Amber Lloyd is a featured panelist at the FPA MidSouth Financial Planning Conference
New team members for 2022.