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RSG | Retirement Solution Group

RSG | Retirement Solution Group

Category: Third Party Administration

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Earlier Posts

5 Common Retirement Plan Errors and Tips to Fix

This article highlights common 401(k) plan errors—like missed updates, misapplied compensation, and missed contributions—and provides IRS correction options, including self-correction and voluntary correction programs. It emphasizes regular reviews and new SECURE 2.0 guidelines to help plan sponsors maintain compliance and support participants' retirement security.
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Leveraging Auto Features to Increase 401(k) Plan Participation.

Setting up a retirement plan for your organization was no small task. You goal of creating a savings culture is measured by how many employees participate in your plan. Unfortunately just because you have provided the plan, that doesn’t mean your employees will just automatically participate in it. For your plan succeed so here are 4 tips you can use to help increase your plan participation. • Auto Enrollment • SECURE Act Tax Credits • Auto Increase • Company Match
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Anyone Can Save for Retirement

It can be very exciting for employers to reach the stage in their business where they are able to provide a retirement plan to their employees. It can be equally disappointing if those employees don’t take advantage of the benefit.
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Why All This Talk Lately About Mega Backdoor Roth’s?

A Mega Backdoor Roth lets you maximize your savings while minimizing your taxes and in the process you could put away substantially more. Understanding just these few key points about how it works as well as when and for whom it works best will help you know if this retirement plan option is right for you.
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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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How to Approach a Recordkeeper RFP: Breaking Down the Process from A to Z

Knowing exactly how to find the 401(k) plan recordkeeper that’s right for you is important. Learn How to begin an RFP • How to break down the responses you receive • How to effectively evaluate the various recordkeepers and ultimately make a prudent fiduciary decision.
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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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