Managing Partner Amber Lloyd addressed the Louisville Employee Benefits Council at their monthly subcouncil meeting. Her presentation focused on the Department of Labor tip sheet on Target Date funds; design features that help employees achieve retirement readiness; new participant statement disclosures; and changes to the definition of plan fiduciary.
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RMS ResourcesView the Employee Benefit Indexed Limitations for the 2025 plan year.
Read More >As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting.
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RMS Latest NewsAllison C. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Read More >Amber Lloyd, Owner and Managing Member at RMS, will be presenting at the OH/KY Chapter - 2024 Thoroughbred Conference on July 31, 2024.
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