Small Business Retirement Plan Options - 2021
A review of plan features for the 4 types of common plan designs used by small employers. Learn More >
2022 Employee Benefit Indexed Limitations
View the Employee Benefit Indexed LIMITATIONS for the 2022 plan year, released by the IRS. Learn More >
What are Prohibited Transactions in Retirement Plans?
A transaction between the qualified plan and a disqualified person. Learn More >
How Important are Beneficiary Forms?
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?
Who is considered an employee for retirement purposes? Why is it important? Learn More >
Update to Employee Plans Compliance Resolution System (EPCRS)
The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >
Are Retirement Funds Safe from Creditors?
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. Learn More >
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 >
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
Section 110 of the Act revised requirements for church 403(b)(9) plans. Learn More >