We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Strategies to consider to avoid lost participants in your plan. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
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.
Amber Lloyd, Owner and Managing Member at RMS, will be presenting at the OH/KY Chapter - 2024 Thoroughbred Conference on July 31, 2024.
Retirement Management Services, LLC hosted their quarterly 401(k)nowledge Financial Advisor and CPA Lunch on Thursday, February 15, 2024.