United States

Retirement Report: Fourth Quarter 2020

INSIGHT ARTICLE  | 

Download Newsletter

In this issue of the Retirement Report, we discuss the following areas that influence plan sponsors and fiduciaries of defined contribution plans:

  • Are you hearing about financial wellness?
  • IRS issues rollover rules for qualified plan loan offset amounts
  • Have you ever considered offering a phased retirement program?

Wealth Management Services Disclosure

Share

How does your retirement plan measure up?

To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or

Discover more about employee benefit plans

The Power of Being Understood Audit | Tax | Consulting

RSM US Links

Global Services

Worldwide Locations

Social

RSM US Client Portals

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.

© 2021 RSM US LLP. All rights reserved.