New Form 5500 Audit Requirements

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. Learn More >

Form 8955-SSA: Late-Filing Notices

RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. Learn More >

SECURE 2.0 Act: Catch-Up Contributions

On August 25, 2023, the IRS released Notice 2023-62. Learn More >

Details of the SECURE 2.0 Act: Provisions Related Specifically to 403(b) Plans

This article focuses on the three specific changes for section 403(b) tax-sheltered annuity plans (403(b) plans) that did not affect 401(k) plans. Learn More >

Comparing 7 Defined Contribution Plan Designs - 2023

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

401(k) End of Year Reminder Checklist - 2023

This eleven step checklist will help you end your plan year smoothly. Learn More >

Things to Consider Before Retiring

Although financial planning is a very important part of retirement planning and retirement readiness, it is only one of many things to consider. Learn More >

Hardship Distribution – Should You Allow Self-Certification?

Employers may now rely on an employee self-certification that they have experienced a hardship and that the employee has no other funds available to satisfy the hardship. But should you? Learn More >

"Cross-Testing" In Qualified Profit Sharing Plans - 2023

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 >

403(b) vs. 401(k) - 2023

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

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