Recorded Webcasts

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

Small business owners may be able to increase tax-beneficial retirement contributions with the use of a cash balance plan.

Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.

Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.

IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.

The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

The new Qualified Opportunity Zone regulations answer many questions that favor taxpayers, though some questions remain.

The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.

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

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.

RSM is a leading provider of employee benefit plan audit services, committed to understanding unique challenges within our clients’ plans.

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.