Documents

Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of 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.

Cycle 3 document restatement, SECURE Act amendment, and CARES Act amendment are all retirement plan related documents with important deadlines for 2022.

Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.