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Resources

Small Business Retirement Plan Options - 2021

Plan Design |

A review of plan features for the 4 types of common plan designs used by small employers. Learn More >

2022 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >

What are Prohibited Transactions in Retirement Plans?

Leisha Gosling, MBA, CEBS, QKA, QKC | PLAN LIMITS |

A transaction between the qualified plan and a disqualified person. Learn More >

How Important are Beneficiary Forms?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

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?

Leisha Gosling, MBA, CEBS, QKA, QKC | Plan Sponsor Tips and Help |

Who is considered an employee for retirement purposes? Why is it important? Learn More >

Update to Employee Plans Compliance Resolution System (EPCRS)

Leisha Gosling, MBA, CEBS, QKA, QKC | EPCRS |

The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >

Are Retirement Funds Safe from Creditors?

Leisha Gosling, MBA, CEBS, QKA, QKC | Investments |

In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. Learn More >

The SECURE Act

The SECURE Act |

The SECURE Act was passed on December 20, 2019. RMS has compiled a summary of the different provisions in the Act. Learn More >

Fidelity/Fiduciary Bonding

FIDELITY/FIDUCIARY BONDING

Colonial Surety Company can provide a quote for fidelity and fiduciary bonds. Learn More >

Details of the SECURE Act - Part Seventeen: 403(b)(9) Church Plans

Leisha Gosling, MBA, CEBS, QKA, QKC | 403(b) |

Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >

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