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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
Related insights
TAX ALERT
IRS expands determination letter process for certain retirement plans
Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.
INSIGHT ARTICLE
Retirement Report: Second Quarter 2019
Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.
ARTICLE
Retirement Report: First Quarter 2019
In this issue, we discuss Form 550 red flags, plus why collective investment trusts are a growing investment vehicle within 401(k) plans.
INSIGHT ARTICLE
Nonqualified deferred compensation plan FAQs for employers
When setting up or managing nonqualified deferred compensation plans, employers should consider several key questions.
INSIGHT ARTICLE
Retirement Report: Fourth Quarter 2018
Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.
TAX ALERT
IRS releases annual retirement plan limitations
Most retirement plan limitations see small increases from 2018 to 2019, including IRAs for the first time since 2013.
INSIGHT ARTICLE
Retirement Report: Third Quarter 2018
In this issue, we discuss how to prepare for an IRS audit, plus tips for preventing uncashed retirement payments.
INSIGHT ARTICLE
Tax reform, retirement plans and business ownership
Business owners need to consider the impact tax reform has on the benefits of retirement plan contributions.
INSIGHT ARTICLE
Retirement Report: Second Quarter 2018
In this issue, we discuss what happens when employee deferrals are late and the economy's impact on retirement plans.
TAX ALERT
401(k) deferral limit increases for 2018
The IRS released its annual retirement plan limitations for 2018 with few increases, while others remain the same.
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
Related
Resources
Retirement Report - First Quarter 2019
Retirement Report - Fourth Quarter 2018