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 >
IRS compliance programs provide employers with insight on focus areas for plan audit. Learn More >
Internal controls ensure contributions and loan repayments are deposited timely and accurately. Learn More >
Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. Learn More >
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The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee.
Thanks to SECURE 2.0, for plan years beginning after December 29, 2022, employers that sponsor 401(k) or 403(b) plans may offer employees a “de minimis” financial incentive.
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.