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.
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.
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.
Under certain circumstances, multiemployer plans can suspend benefits, subject to an approved application and a participant vote.
Firms and individuals providing investment advice to an employee plan or an IRA may be investment fiduciaries.
If it has been more than three years since your organization has benchmarked its retirement plan, it’s time to do it this year.
Taxpayers cannot avoid the Roth IRA contribution limitations by transferring amounts to a business owned by the Roth IRA.
Two tax court cases remind individuals to be careful in the management of their self-directed IRA.
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