The IRS is Back with Some Brand New Corrections

  • 9/2/2015 8:33:00 AM
September 2015 NewsletterWhen Mistakes HappenWhen we work with you as your third-party administrator, we commit to keeping your retirement plan compliant and error-free. And we take that commitment seriously. But as the saying goes, mistakes happen, ...
Read More

The Right Combination for Your Retirement Plan

  • 8/4/2015 9:28:00 AM
Introduction Setting the Stage The Defined Benefit Component Eligibility Crediting Interest Contributions Top Heavy Minimums Limits on Tax Deductions Flexibility Funding Requirements Conclusion Although not a new design, there has been renewed ...
Read More

The Best Plan to Drive Your Retirement Needs

  • 6/1/2015 11:33:00 AM
The Best Plan to Drive Your Retirement Needs  Introduction Lease or Purchase Defined Benefit (DB) Plan Defined Contribution (DC) Plan The Car Lot Compact or Full Size? One-Car Garage Eligibility Employee Deferrals Matching Contributions Profit S...
Read More

Automatic Enrollment for 401(k) Plans

  • 4/1/2015 11:39:00 AM
Introduction What is Automatic Enrollment? Eligible Automatic Contribution Arrangement (EACA) Qualified Automatic Contribution Arrangement (QACA) "Generic" Automatic Enrollment Why Automatic Enrollment? Preventing a Test Failure Example #1...
Read More

Timing is Everything

  • 2/1/2015 11:55:00 AM
Introduction Depositing Employee Deferrals Depositing Company Contributions Tax Deductions Not for Profit Organizations Contribution Limits Test Corrections Safe Harbor 401(k) Plans The Ubiquitous "Miscellaneous  Category Conclusion &nb...
Read More

Year-End Compliance Testing Overview

  • 12/5/2014 12:17:00 PM
Introduction Employee Census Data Collection Owners and Officers Highly Compensated Employees (HCEs) Key Employees Related Businesses Required Plan Testing Minimum Coverage Test Average Deferral Percentage (ADP) and Average Contribution Percentage (...
Read More

Hardship Distributions from 401(k) Plans

  • 10/1/2014 12:46:00 PM
Introduction Does the Plan Permit Hardship Distributions? What Qualifies as a Hardship? Are Other Financial Resources Available to the Participant? Plan Loans vs. Hardship Distributions What Funds are Available for Hardship Distribution? Employee De...
Read More

Service and Eligibility - Are You Keeping Track?

  • 9/29/2014 12:57:00 PM
When determining if a participant's eligibility requirements have been met and calculating the years of service with regard to vesting, a few things should be considered.  Here are five principles when it comes to service and eligi...
Read More

Automatic Enrollment

  • 9/22/2014 6:40:00 AM
JJ McKinney, Principal and COO of Retirement Strategies, Inc. contributed this column "Automatic Enrollment" to the Journal of Pension Benefits, produced by Aspen Publishers. Click here to read more about this in-depth a...
Read More
Page 4 of 7 First 23[4]56 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