You may recall that in 2012, plan sponsors were required by the Department of Labor (DOL) to provide to plan participants a notice that disclosed detailed investment information for the plan. Learn More >
Plan Administrators who are appointed to engage service providers must understand that they bear the final responsibility Learn More >
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SECURE 2.0 Act provisions related to required minimum distributions.
Retaining important plan information is critical. ERISA requires that some records be kept for a six-year period, while other records must be kept indefinitely.
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.
Amber Lloyd, Owner and Managing Member at RMS, will be presenting on a joint ESOP Sustainability webinar on January 17, 2024.