Consulting and Special Services

In addition to the typical plan administration and government form preparation services, we are able to provide additional consultation services to fit your needs.

RMS specializes in consulting on:

• • Control Group Administration and Testing
  • Plans for Sole Proprietorships and Partnerships
  • Feasibility and Repurchase Obligation Studies for ESOPs
  • IRS & DOL Correction Programs
  • Benefit Audits
  • Assistance with Vendor Searches
  • Plan Terminations
  • Mergers and Acquisitions
  • Key Employee Contribution Optimization
  • Plan Design Studies
  • Flexible Volume Submitter Plan Documents
  • Qualified Domestic Relations Order Reviews

In addition, we have a team of experts that can assist with the design and administration of Employee Stock Ownership Plans (ESOPs), Prevailing Wage (Davis Bacon) Plans, and Cash Balance Plans.

For more information, view our resources or contact us to discuss how we can help you meet your business and retirement plan goals.