Resources

Tracking Compensation and Getting It Right

According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >

Converting a SIMPLE IRA to 401(k) Midyear

Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time. Learn More >

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 >

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 >

Details of the SECURE 2.0 Act: Provisions Related to Early Distribution Penalties

Section 331, Section 326, Section 120, Section 314, Section 115, Section 323, and Section 334 Learn More >

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