RMS 2018 Client Education Conference

We had a terrific turnout for our annual Client Education Conference.  We appreciate all the plan representatives who took time out to attend our training session.

Anne K. was our speaker and her topic title was “Tune Up Your 401(k) Plan”.

Anne discussed how to make sure the plan document is accurate; how to review plan contribution options; understanding the roles and responsibilities of plan fiduciaries; and how to help employees prepare for retirement. She also went over some year-end reminders and provided an update on the 2019 changes to the hardship distribution rules.