United States

Employee Benefits Insights

RESOURCE CENTER


A well-developed employee benefit plan addresses opportunities to attract, reward and retain key executives, and processes, which should be monitored and adjusted as costs change—all while keeping up to date on the latest industry trends, government regulations, and tax compliance issues.

RSM is pleased to provide ongoing perspectives and insights to help our clients deepen their understanding of current issues and trends.

RECOMMENDED INSIGHTS

Top 10 retirement plan internal control pitfalls—and how to avoid them

An examination of the most widespread internal controls mistakes and oversights committed by employers, and how to correct and prevent them.

Top 10 ways to reduce your fiduciary liability

Fiduciaries of employee retirement plans are liable for losses due to any breach of duty, making it critical to have controls in place.

Tips for designing a successful 401(k) plan

Plan sponsors should regularly assess 401(k) plans to ensure they maximize employee account balances at a reasonable cost.

RELATED INSIGHTS

Beware: Early release of draft Form W-9 could mean changes in October

Beware: Early release of draft Form W-9 could mean changes in October

Withholding agents should be prepared to begin collecting new Forms W-9 when the form is finalized which could be as early as Oct. 2018.

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?

Proposed Tax Reform 2.0 includes retirement and savings plan changes

Proposed Tax Reform 2.0 includes retirement and savings plan changes

The Family Savings Act is meant to make it easier for families to save more earlier with hopes of helping to create financial security.

IRS extends nondiscrimination relief for closed defined benefit plans

IRS extends nondiscrimination relief for closed defined benefit plans

Notice 2018-69 extends the temporary nondiscrimination relief provided to closed defined benefit plans for plan years beginning before 2020.

IRS offers initial guidance on the application of section 162(m)

IRS offers initial guidance on the application of section 162(m)

Notice 2018-68 offers initial guidance on the application of section 162(m), addressing TCJA changes to the several key provisions.

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