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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
Proposed regulations update tables used to calculate RMD
The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.
WHITE PAPER
Retirement plan target date fund selection process: What to consider
With the popularity of target date funds, plan sponsors face critical decisions when determining an investment lineup.
INSIGHT ARTICLE
Retirement Report Fourth Quarter 2019
In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.
TAX ALERT
Final regulations on hardship distributions for 401(k) plans
The IRS issued final regulations on the 401(k) plan hardship distribution requirements as amended by tax reform (T.D. 9875).
INSIGHT ARTICLE
Retirement Report: Third Quarter 2019
Passing of the SECURE Act of 2019 by the House of Representatives brings sweeping retirement plan reform closer to reality.
INSIGHT ARTICLE
What is a new comparability plan?
A new comparability plan is a qualified defined contribution profit-sharing plan that’s age weighted and common among small businesses.
INSIGHT ARTICLE
What is retirement plan benchmarking?
Learn about the importance of regularly benchmarking your company’s 401(k) plan and what steps you should take.
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.
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 - Third Quarter 2019
Retirement Report - Second Quarter 2019
Retirement Report - First Quarter 2019
Retirement Report - Fourth Quarter 2018