Going Digital

  • 4/18/2017 6:34:00 AM
How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. An...
Read More

401(k): A to Z

  • 12/9/2016 7:35:00 AM
Although it's certainly true that not enough Americans are saving for retirement, it's also true that the many millions who are saving do so through an employer-sponsored defined contribution 401(k) plan. And as you may well know, 401(k) plans tend t...
Read More

Keeping Abreast of Plan Loan Rules

  • 10/17/2016 8:35:00 AM
The first question on many FAQs for 401(k) plans is: How do I borrow from my plan? But just because the question is often asked, doesn’t mean the answer is simple. In fact, the rules governing retirement plan loans are rather complex because they...
Read More

DOL Issues New Fiduciary Rule

  • 8/17/2016 1:14:00 PM
The Employee Retirement Income Security Act of 1974, also known as ERISA, helps protect those saving for retirement by mandating certain fiduciary responsibilities of those working in the retirement plan industry. In April 2017, the rules governing t...
Read More

Managing the Inevitable

  • 6/9/2016 6:54:00 AM
This month's newsletter is all about "Fun with Forfeitures." Can forfeitures be fun? Does alliteration - finagling forfeitures, fooling around with forfeitures, finessing forfeitures - make it more fun than it really is? Probably. But f...
Read More

Getting It Right: Your Form 5500

  • 4/12/2016 7:31:00 AM
If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pensio...
Read More

Part-Time Employees in 401(k) Plans

  • 2/5/2016 7:47:00 AM
Part-time employees may play an important role in your business, which can be a good thing for your bottom line - and can allow welcome flexibility for your employees, too. Many companies, from manufacturing to health care, are reaping the benefits o...
Read More

Determining Retirement Plan Compensation

  • 12/15/2015 8:07:00 AM
It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that c...
Read More

Plan Fiduciary's Responsibilities

  • 10/20/2015 8:21:00 AM
The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that...
Read More
Page 3 of 7 First 12[3]45 Last

RSI offers a breadth and depth of services unparalleled in the industry. We take care of all the details.

Get in Touch

Contact RSI

229 Fury's Ferry Road
Suite 131
Augusta, Georgia 30907
(706) 868-1538

© 2019 Retirement Strategies Inc.       |     Team      |  website by GSM Marketing