United States

Year-end retirement planning webcast

Join us to gain insights on the latest retirement plan changes.


Tax changes continue to challenge and shape businesses at a rapid pace. In this one-hour webcast, RSM’s Compensation & Benefits professionals are 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 

Join us on Dec. 6th to gain insights on these latest retirement plan impacts and actions you may need to take.

Learning objectives

By the end of this webcast, participants will be able to:

  • Explain Employee Plans Compliance Resolution System, or EPCRS
  • Explain emergency round up and disaster relief in response to COVID-19
  • Discuss leveraging technology and integration with recordkeepers
  • Discuss tax planning and compliance, as well as legislative IRA rule developments

CPE credit available

RSM US LLP is pleased to offer 1.0 CPE credit for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits per webcast

Register now

Event details

Who should attend
C-level and tax executives to human resources titles

Date and time
Monday, Dec. 6, 2021
2 p.m. EST | 1 p.m. CST
60 minutes

CPE credit
One CPE credit will be issued to eligible participants


More information
Email us or call +1 800 274 3978