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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

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

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.

  • Kent Colwell, Mary Draayer
  • |
  • August 17, 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

Is your retirement plan sitting on the bench?

If it has been more than three years since your organization has benchmarked its retirement plan, it’s time to do it this year.

  • Kent Colwell, Mary Draayer
  • |
  • April 07, 2016

TAX ALERT

Taxpayer penalized for excess Roth IRA contributions

Taxpayers cannot avoid the Roth IRA contribution limitations by transferring amounts to a business owned by the Roth IRA.

  • Anne Bushman
  • |
  • February 26, 2016

TAX ALERT

Proceed with caution in self-directed IRAs

Two tax court cases remind individuals to be careful in the management of their self-directed IRA.

  • Anne Bushman
  • |
  • February 25, 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

TAX ALERT

IRS issues final pension suspension regulations

Under certain circumstances, multiemployer plans can suspend benefits, subject to an approved application and a participant vote.

  • Anne Bushman, Bill O’Malley
  • |
  • April 27, 2016

TAX ALERT

New DOL conflicted-advice regulation—from a plan sponsor viewpoint

Firms and individuals providing investment advice to an employee plan or an IRA may be investment fiduciaries.

  • Bill O’Malley
  • |
  • April 11, 2016