Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
Periodic self-audits can help ensure a company’s employee retirement plan is in compliance with the Department of Labor’s fidicuary process.
The DOL’s new fiduciary rules significantly expand the activities and roles that make someone an employee retirement plan fiduciary.
Fiduciaries of employee retirement plans are liable for losses due to any breach of duty, making it critical to have controls in place.
Secretary of Labor to analyze the impact of implementation of the conflict of interest rule and related exemptions.
The IRS released its annual retirement plan limitations for 2017 and, once again, many remain the same. Learn more here.
The IRS clarified that employees of a single-member LLC may participate in the sections 403(b) and 457(b) plans of the tax-exempt member.
Understanding the Department of Labor's regulations and how they pertain to your company's retirement plan.
Understanding the Department of Labor's regulations and how they pertain to your company's employee retirement plan.
IRS ends the five-year remedial amendment cycle for individually designed plans (e.g., ESOPs) and adopts changes for pre-approved plans.
An employee will recover a fixed, pro rata portion of his or her basis in the contract as phased retirement payments are received.
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or