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start-up credit for secure 2.0

The Government Will Pay You To Start a Pension Plan

April 10, 2023

As we recently reported, on December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which funds the government for the fiscal year that

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lifetime income disclosure - part 2

Lifetime Income Disclosure: What It Means for You – Part 2

September 12, 2022

In the first installment of our series on Lifetime Income Disclosure, published on August 30, 2022, we told you that the SECURE Act included three

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qualified retirement plans

Qualified Retirement Plans and Missed Deadlines

August 11, 2022

On May 23, 2022, the IRS issued an Employee Plans Newsletter that appears to soften the consequences when an employer misses a deadline for restating

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Retirement Plans - Business Owner 401(k)

Is Your Client Doing a 401(k)? – Part 1

June 21, 2022

Owners of small businesses are a special type of person – ambitious, goal-oriented, enthusiastic, and likable. They also are experts at stretching a buck –

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planning for retirement with retirement benefits

Does your Retirement Plan Offer Retirement Benefits?

February 15, 2022

When you think of retirement plans, you are most likely thinking about asset collection: stocks, bonds, mutual funds, EFTs, REITs, and/or derivatives. And while those

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New Hire - Welcome Aboard

Tamara Middleton Joins RMC Group as Vice President of Pensions

October 1, 2021

RMC Group is pleased to announce that Tamara M. Middleton has joined the company as Vice President of Pensions.  She will also actively contribute to RMC’s Captive, Property and Casualty,

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CARES Act Retirement Plans

What Impact Does the CARES Act Have on Retirement Plans?

April 2, 2020

The Coronavirus Aid, Relief and Economic Security Act (the “CARES Act”) was signed into law by President Trump on March 27, 2020.  It is 880

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5 Reasons to have a Qualified Retirement Plan – Even If You are a Sole Proprietor

December 5, 2019

You are a successful business owner. You put a lot of hard work into building your business, and you are finally reaping the benefits. However,

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retirement candidate

Who is a Candidate for a Retirement Plan?

November 26, 2019

[x_video_embed type=”16:9″][/x_video_embed]   [Transcript] Let’s face it our clients can always use more planning help. Do you have profitable businesses that are looking for better

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Tis the Season

‘Tis the Season for Qualified Retirement Plans

November 23, 2019

[x_video_embed type=”16:9″][/x_video_embed]   [Transcript] The time is now. It’s the fourth quarter… As we like to say ‘tis the season and no I don’t mean

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