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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Category: Plan Advisory and Co-Fiduciary Services

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401(k) Plan Design Review

The final year of your tri-cycle restatement period provides an opportunity to review and reassess 401(k) documents. It is an especially good time to look at these key features: • Employer Contributions • Automatic Features • Roth 401(k) • In-Service Distributions • Joint & Survivor Annuities
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mid year checkpoints

10 Key Mid-Year Plan Checkpoints

Tips & guidelines you can take mid-year for smoother 401(k) plan administration. Don’t wait until the end of the year to evaluate your Retirement Plan. July 31st is the deadline for most companies to file IRS Form 5500 for 2020. Leverage the insight from last year to improve your plan in 2021
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Understanding the ERISA Retirement Plan Required Audit Process

Every plan with more than 100 eligible employees is required to file an ERISA Audit when filing their 5500 with IRS. Reexamine the ERISA audit so you know what it is and if applicable be better prepared.
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Secure Act 2.0

Secure Act 2.0 is coming as part of the Infrastructure Bill of 2021. This article highlights a few proposed changes including Roth IRA, an increase in RMD and more. The Secure Act 2.0 builds on the Setting Every Community Up for Retirement Enhancement Act of 2019. Included in the bill are dozens of provisions aimed at boosting retirement security.
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we are open

How Changes in the Workforce are Affecting Retirement Plans

Among the economic growth and inflation, workforce trends are affecting how businesses approach their employee benefits. Employers are needing to be more creative and thoughtful than ever in attracting and retaining key talent, and retirement plans are often one underutilized tool.
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Adjusting Your 401(k) for Inflation

Simply put, inflation means you will soon pay more for the same goods and services. When the subject comes up, your thoughts may go right to gas and grocery prices. These are certainly important but let’s take your considerations a step further and make sure that your retirement planning, specifically your portfolio factors in the impact of inflation.
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Why Consider CITs For Your Employees.

If it walks like a mutual fund and talks like a mutual fund, why should I consider CIT’s for my company’s retirement plan menu of investment options? Solid question. In this article we examine the similarities as well as points of distinction that a plan sponsor may consider when choosing between a Collective Investment Trust (CIT) and a mutual fund.
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2020’s Impact on Retirement Plan Compliance Testing

Each year 401(k) plans are required to perform compliance testing to demonstrate that 401(k) plans do not discriminate in favor of highly compensated employees and that contributions do not exceed […]
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Partnering with Certified Public Accountants

We view partnerships as an opportunity to provide more value to mutual clients.
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Tis the Season. Consolidation Season.

In a year filled with uncertainty, moving your orphaned retirement savings to your current employer’s plan keeps your accounts in one place and makes it easy to manage it more […]
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