top of page

RPCSI Blog
Search

Michelle Marsh
Mar 6
The Importance of Disclosing Ownership in All Businesses
Understanding who owns what in business is vital not just for internal records but for adherence to various regulatory requirements.

Michelle Marsh
Feb 18
The Importance of Accurate Census Data in Retirement Plan Administration
Census data in retirement plans collects detailed information about employees to ensure accurate plan administration

Michelle Marsh
Jan 16
Navigating Year-End Compliance Testing for Retirement Plans
As we enter January, employers and retirement plan sponsors are on the clock to prepare for the March 15th year-end compliance testing deadl


Michelle Marsh
Nov 19, 2024
Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.

Michelle Marsh
Aug 21, 2024
How New Substitute Mortality Tables Impact Defined Benefit Plans
Covid-19 prompted the IRS to update its rules on substitute mortality tables. Gain insight on what this mean for defined benefit plans.

Michelle Marsh
Jul 24, 2024
Crafting Your Summary Plan Description: A Beginner’s Guide
A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.
All Videos
All Categories
bottom of page