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Ideas & Insights

 





White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.



Insight Article

Form I-9 is not just another new-hire document

The form simply provides assurance to the appropriate agencies that newly hired workers hold citizenship or work-authorization documents.

  • Mergele, Cyndi
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Recorded Webcast

Retirement plan self-checkup

Insights on the latest plan options and how to evaluate and ensure you are getting the most out of your retirement plan.

  • Carroll, Eric
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Recorded Webcast

Retirement planning: What's trending

RSM provides an update on the current state of employer sponsored retirement plans including trends and best practices.

  • Mattia, Joe
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Financial Reporting Insights

Proposed quality management standards

The Auditing Standards Board has issued three proposed new standards for quality management at the firm and engagement levels.



Insight Article

Performing a retirement plan self-checkup

Employers have an opportunity to make a difference. How can they make sure their retirement plan is healthy and in compliance?

  • Carroll, Eric
  • |

Insight Article

Retirement plan operational compliance

The third in a series of articles on internal controls for employee benefit plans, focusing on plan operational compliance controls.

  • O’Malley, Bill
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Insight Article

The economy's impact on retirement plans

Plan sponsors have a variety of options that can help their participants stay the course for a healthy retirement.

  • Carroll, Eric
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Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.