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The Saver's Credit - 2021

Saver's Credit

The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $66,000. Learn More >

Details of the SECURE Act - Part Seven: Due Date for Adopting a New Plan

Leisha Gosling, MBA, CEBS, QKA | The SECURE Act |

A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >

Details of the SECURE Act - Part Six: IRA Enhancements

Leisha Gosling, MBA, CEBS, QKA | The SECURE Act |

Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2021

Plan Design

When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >

"Cross-Testing" in Qualified Profit Sharing Plans - 2021

Plan Design

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. 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 >

The SECURE Act: Changes for Long Term/Part Time Employees

Leisha Gosling, MBA, CEBS, QKA | The SECURE Act

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 >

Cybersecurity: Is Your Data Protected?

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

EVERYONE in a company is responsible for Cybersecurity - our society is dependent on electronic communication and data transfer. There are simple changes a company can make to protect their data. Learn More >

Why Are Administrative Policies Important?

Leisha Gosling, MBA, CEBS, QKA | Fiduciary Issues

Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >

Cash Balance Plans - 2021

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans

Cash balance plans offer high contribution limits and flexibility. Learn More >

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