Retirement Plan Legislation

top of page

Partner Portal Login

RPCSI Blog

Search

Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63

Michelle Marsh

Nov 19

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.

How New Substitute Mortality Tables Impact Defined Benefit Plans

Michelle Marsh

Aug 21

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.

Crafting Your Summary Plan Description: A Beginner’s Guide

Michelle Marsh

Jul 24

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.

Understanding 401(k) Hardship Withdrawals

Michelle Marsh

Jun 20

Understanding 401(k) Hardship Withdrawals

401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.

The Ultimate ERISA Overview for Employers

Michelle Marsh

May 21

The Ultimate ERISA Overview for Employers

ERISA is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.

LTPT Decoded: Plan Rules for Long-Term Part-Time Employees

Michelle Marsh

Feb 16

LTPT Decoded: Plan Rules for Long-Term Part-Time Employees

Long-term part-time employees (LTPT) can present unique challenges for plan sponsors when it comes to their retirement plans.

1

2 3

All Videos

Navigating Blackout Notices: A Quick Guide for Plan Sponsors

01:05

Need help with blackout notices for retirement plans? Our quick guide breaks down what you need to know about compliance and deadlines. Let RPCSI simplify the process for you—watch now!

The Plan Sponsor Roadmap: 5 Key Tips for Beginners

01:39

Are you a new plan sponsor who needs help with the process? Check out these five tips to help build your plan sponsor roadmap.

Six Great Benefits of Cash Balance Plans

01:51

Cash Balance Plans are not just for Retirement Savings. They offer a host of other benefits, including tax breaks. Is a Cash Balance Plan the right fit for you?

Who Does What?

01:15

TPA, Advisor, Recordkeeper, Plan Sponsor - There are a lot of moving parts when it comes to retirement plan administration. Let's break down each partner in a retirement plan and examine what role they play.

Meet RPCSI

00:53

Learn more about your CEFEX-Certified Third Party Administration Firm and what makes us different from the rest.

How Retirement Plans Can Be Used For Tax Savings

01:27

Retirement Plans are not just for building a savings account, some of them serve a dual purpose as a tax savings method.

Cash Balance Plans: Retirement Fund or Tax Strategy?

02:14

Cash Balance Plans boast many benefits, one of which is increased tax savings. Learn more about how to achieve tax breaks with Cash Balance Plans.

Common Retirement Plan Errors: Failure to Follow Plan Document

01:52

One of the most common Retirement Plan Errors is the Failure to Follow the Plan Document. Learn more about how to avoid this error.

A Message to Our Valued Clients

02:48

COVID-19 has resulted in a lot of challenges and changes for us all. We want to thank you for sticking with us during this time. We value your business. And we want to assure you that we are in this together. Here is how we promise to help.

bottom of page