Tax changes continue to challenge and shape businesses at a rapid pace. In this one-hour webcast, RSM’s Compensation & Benefits professionals were joined by RSM’s Wealth Management leaders to walk you through their annual year-end update on the changes impacting retirement plans, including lifetime income illustrations, as well as discussions regarding key guidance such as:
- EPCRS changes — Review of new features in the most recent release
- Upcoming plan retroactive amendment deadlines and related issues
- COVID and emergency disaster relief round-up
- New lifetime income illustrations required for plan benefit statement
- Fiduciary duty guidance regarding missing participants, plan cybersecurity; evolving ESG investment rules
- Urgent: cafeteria plan amendment requirements
Watch the recorded webcast below to gain insights on these latest retirement plan impacts and actions you may need to take.