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Resources

Safe-Harbor Leveraging For Small Business, Top-Heavy Retirement Plans - 2024

Safe Harbor Plans |

A discussion of the various provisions in a plan that will allow owners in small businesses to maximize their contributions. Learn More >

"Cross-Testing" In Qualified Profit Sharing Plans - 2024

Plan Design |

A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >

2024 Employee Benefit Indexed Limitations

PLAN LIMITS |

View the Employee Benefit Indexed Limitations for the 2024 plan year. Learn More >

Required Annual Tests - 2024

Nondiscrimination Testing |

Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >

Small Business Retirement Plan Options - 2024

Plan Design |

A review of plan features for the 4 types of common plan designs used by small employers. Learn More >

403(b) vs. 401(k) - 2024

403(b) |

403(b) plans are generally subject to fewer technical requirements and less administrative burdens than 401(k) plans. Learn More >

Tracking Compensation and Getting It Right

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Compensation |

According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >

Converting a SIMPLE IRA to 401(k) Midyear

Leisha Gosling, MBA, CEBS, QKA, QKC | SIMPLE IRAs |

Although SIMPLE IRAs may initially be the best fit for certain small businesses, they may not continue to be the best fit over time. Learn More >

New Form 5500 Audit Requirements

Leisha Gosling, MBA, CEBS, QKA, QKC | Audit |

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 >

Form 8955-SSA: Late-Filing Notices

Leisha Gosling, MBA, CEBS, QKA, QKC | Documents |

RMS has become aware of a glitch in the IRS system that led to erroneous late-filing notices being issued for Form 8955-SSA. Learn More >

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