Policies and procedures for 401(k) plans help employees involved in plan administration do their job efficiently. Learn More >
Designating a beneficiary for an employee’s retirement plan assets is one of the most important financial decisions a participant will ever make. Learn More >
Who is considered an employee for retirement purposes? Why is it important? Learn More >
In most cases 401k funds qualify for creditor protection under a federal law known as ERISA. 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.