Categories
Retirement Plans

Pension Dates to Remember for 2020

Pensions have key dates for filing and disclosures that a plan trustee should be aware of. See below for a list of those key pension dates.

2018 Pension Dates

Categories
Retirement Plans

Pension Plan By Year-End in 7 Steps

RMC Group is ready to help you design and sell a pension plan as late as December 31.  Here are 7 steps that you need to take so your client can establish a pension plan by year-end:

  1. Have your client complete the employee benefit questionnaire and need analysis
  2. Review plan options and develop a plan proposal to meet your client’s needs
  3. Review the proposal with your client and make adjustments, if necessary to meets your client’s expectations
  4. Complete the plan administration documents, and pay plan administration fees
  5. Select plan investments*
  6. Make plan contributions *
  7. Review and execute plan documents*

Call RMC Group today at 888.599.5553 to get started.

*May be completed in the following calendar year before the due date of your client’s tax return
Categories
Retirement Plans

2017 Pension Dates to Remember

Pensions have key dates for filing and disclosures that a plan trustee should be aware of. We have produced a printer friendly PDF version of the important 2017 Pension Dates to Remember.

CLICK HERE for a copy of the 2017 pension dates.