Results from a recent survey of nearly 400 plan sponsors provide insight into how plans are being administered and what features employers are using to encourage participation. Learn More >
A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >
The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >
Employers who want to benefit older workers that are partially retired may want to consider these plan design changes. Learn More >
An important consideration in plan design is structuring the vesting schedule for the employer contributions. Learn More >
Designing a tax-qualified defined contribution plan (such as profit sharing, 401(k), 403(b), or employee stock ownership plan) requires that the employer consider a number of major questions. Learn More >
We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >
People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >
We see five major reasons that some companies choose to sponsor 401(k) plans while not making matching contributions. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs.
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.
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.