On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related. Learn More >
On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related. Learn More >
Section 102 of the SECURE 2.0 Act amend the tax laws to increase the employer credit for small plan startup costs. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
This ten step checklist will help you end your plan year smoothly. Learn More >
The SECURE Act requires that long-term/part-time employees must be permitted to make elective deferrals under an employer's 401(k) plan after three years working more than 500 hours. Learn More >
View the Employee Benefit Indexed Limitations for the 2023 plan year. Learn More >
A SEP plan provides business owners with a simplified means of contributing to their employees’ retirement. Learn More >
Policies and procedures for 401(k) plans help employees involved in plan administration do their job efficiently. Learn More >
The Federal Reserve raised interest rates by .75%, what does that mean for you and your money? 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).