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

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

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

Details of the SECURE Act - Part Sixteen: 403(b) Plan Distributions

Section 110 of the Act revised the distribution option for 403(b) plans. Learn More >

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