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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.

Related insights

Self-audits help ensure your employee retirement plan is compliant

INSIGHT ARTICLE

Self-audits help ensure your employee retirement plan is compliant

Periodic self-audits can help ensure a company’s employee retirement plan is in compliance with the Department of Labor’s fidicuary process.

  • Mary Draayer, Joe Mattia
  • |
  • August 23, 2017

INSIGHT ARTICLE

Implementation of the Department of Labor’s conflict of interest rule

The DOL’s new fiduciary rules significantly expand the activities and roles that make someone an employee retirement plan fiduciary.

  • Mary Draayer, Joe Mattia
  • |
  • August 09, 2017

ARTICLE

Top 10 ways to reduce your fiduciary liability

Fiduciaries of employee retirement plans are liable for losses due to any breach of duty, making it critical to have controls in place.

  • July 21, 2017
DOL delays fiduciary rule by 60 days

INSIGHT ARTICLE

DOL delays fiduciary rule by 60 days

Secretary of Labor to analyze the impact of implementation of the conflict of interest rule and related exemptions.

  • April 05, 2017
401(k) deferral limit remains the same for 2017

TAX ALERT

401(k) deferral limit remains the same for 2017

The IRS released its annual retirement plan limitations for 2017 and, once again, many remain the same. Learn more here.

  • Anne Bushman
  • |
  • October 28, 2016
Disregarded entity employees may participate in exempt entity’s plans

TAX ALERT

Disregarded entity employees may participate in exempt entity’s plans

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.

  • Anne Bushman
  • |
  • August 22, 2016

INSIGHT ARTICLE

Conflict of interest or fiduciary rule: A plan sponsor’s Q&A

Understanding the Department of Labor's regulations and how they pertain to your company's retirement plan.

  • /content/mcgladrey/en_US/about/profiles/kent-colwell, Mary Draayer
  • |
  • August 17, 2016

ARTICLE

Conflict of interest or fiduciary rule: A plan sponsor’s Q&A

Understanding the Department of Labor's regulations and how they pertain to your company's employee retirement plan.

  • Mary Draayer
  • |
  • August 16, 2016
IRS revises retirement plan determination letter process

TAX ALERT

IRS revises retirement plan determination letter process

IRS ends the five-year remedial amendment cycle for individually designed plans (e.g., ESOPs) and adopts changes for pre-approved plans.

  • Bill O’Malley
  • |
  • July 05, 2016
Taxability of phased pension retirement payments

TAX ALERT

Taxability of phased pension retirement payments

An employee will recover a fixed, pro rata portion of his or her basis in the contract as phased retirement payments are received.

  • Anne Bushman, Bill O’Malley
  • |
  • June 13, 2016