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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

Proposed regulations update tables used to calculate RMD

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.

  • Katie Beaver, Bill O’Malley
  • |
  • November 11, 2019

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.

  • Brent Hulbert, Mary Chiodo
  • |
  • October 10, 2019
Retirement Report Fourth Quarter 2019

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.

  • October 03, 2019
Final regulations on hardship distributions for 401(k) plans

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).

  • Bill O’Malley, Joni Andrioff, Katie Beaver
  • |
  • September 24, 2019

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.

  • July 24, 2019
What is a new comparability plan?

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.

  • Mary Chiodo, Jason Linder
  • |
  • July 23, 2019
What is retirement plan benchmarking?

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.

  • Joe Mattia, Mary Chiodo
  • |
  • June 12, 2019
IRS expands determination letter process for certain retirement plans

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.

  • Joni Andrioff, Keandra Greene
  • |
  • May 03, 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.

  • April 17, 2019

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.

  • January 25, 2019