RMC Group will host the 2nd Annual RMC Open on Saturday, October 7, 2017, at Moorings Country Club in Naples. Moorings Country Club is located at 2500 Crayton Rd, Naples, FL 34103.
RMC Group will host its Annual Advanced Planning Seminar on September 14 and 15 at Aria Resort and Casino in Las Vegas, Nevada.
The RMC Group Advanced Planning Seminar will focus on risk management and retirement solutions for your clients. It will give agents and CPAs the tools to help clients plan for their future and protect what matters most to them. An agenda for both days will be available soon, including a workshop offering CPE credits.
Shane Biltz, RMC Group Vice President of New Business, was recently named the 2017-2018 President of the Insurance Professionals of Collier County (IPCC).
On May 22, 2017, the Department of Labor (DOL) issued Field Assistance Bulletin No. 2017-02 (FAB 2017-02) to announce a temporary enforcement policy with respect to the final fiduciary rule and the related prohibited transaction exemptions (PTEs).
To read the entire Field Assistance Bulletin, click here.
RMC Group announces that George Evenson, Vice President of Pensions, will retire effective June 1, 2017. We are also happy to announce that George has agreed to remain as a consultant to RMC Group and its clients on a part-time basis after his retirement.
A 412(e)(3) Plan is a defined benefit pension plan guaranteed with insurance company annuity and life insurance contracts. A 412(e)(3) Plan is also known as a “fully insured defined benefit plan”.
Click here to see a list of frequently asked questions regarding a 412(e)(3) Plan.
Colin Hurley has been promoted to Vice President of Marketing and Sales.
On February 3, 2017, President Trump instructed the Secretary of Labor to review the effect of the Fiduciary Duty Rule on the ability of Americans to obtain retirement information and financial advice. If the Secretary determines that the Fiduciary Duty Rule adversely affects the ability of Americans to obtain such information and advice, then the Secretary is further instructed to recommend a proposed rule either rescinding or revising the Fiduciary Duty Rule. Any proposed rule rescinding or revising the Fiduciary Duty Rule would be subject to the same notice
On December 29, 2016, the Internal Revenue Service (IRS) released Notice 2017-08, which extends the deadline for filing Form 8886 and Form 8918 in connection with “micro-captive transactions” to May 1, 2017. Click here for a copy of Notice 2017-08.
Everyone loves a good New Year’s Eve party! The best part is watching the ball drop as we say goodbye to the old year and welcome the new. Planning ahead will help ensure that your New Year starts out right. Here are some simple safety tips for attending or hosting a New Year’s celebration.