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Ideas & Insights

 



RSM Services

Wealth Management

Managing wealth means balancing a wide array of concerns, protecting and growing your wealth, managing risk and more.


Insight Article

Do I owe US tax on my foreign pension plan?

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

  • Kowalska, Patrycja
  • |

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.

  • Bushman, Anne
  • |

Tax Alert

401(k) deferral limit remains the same for 2017

The IRS released its annual retirement plan limitations for 2017 and, once again, many remain the same. Learn more here.

  • Bushman, Anne
  • |

Tax Alert

IRS issues final pension suspension regulations

Under certain circumstances, multiemployer plans can suspend benefits, subject to an approved application and a participant vote.

  • Bushman, Anne
  • |

Tax Alert

IRS revises retirement plan determination letter process

IRS ends the five-year remedial amendment cycle for individually designed plans (e.g., ESOPs) and adopts changes for pre-approved plans.

  • O’Malley, Bill
  • |

Tax Alert

New DOL conflicted-advice regulation—from a plan sponsor viewpoint

Firms and individuals providing investment advice to an employee plan or an IRA may be investment fiduciaries.

  • O’Malley, Bill
  • |

Recorded Webcast

Business succession planning: Why it is critical to revisit your plan

The ins and outs of estate planning strategies and key provisions of the proposed regulations to section 2704 and how to prepare.

  • Wright, Tommy
  • |

Video

3 big questions about your business succession plans

Planning for and managing through a business succession means thoughtfully and objectively answering three important questions. Learn more.

  • Bradford, Chris
  • |

Video

Building efficient family office operations

Family offices can streamline operations to gain efficiency across many strategic areas, including tax planning, accounting and bill pay.

  • Wright, Tommy
  • |

White Paper

Five considerations when offering nonqualified compensation plans

How can you design a plan that attracts and retains highly compensated employees? There are several opportunities in nonqualified plans.

  • Bushman, Anne
  • |

Article

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.


Recorded Webcast

2016 Quarterly Retirement Plan Webcast

The RSM employee benefit team discusses best practices, key issues and important updates in the retirement plan industry


Recorded Webcast

Retirement plan issues and insights

Webcast series addresses key challenges and opportunities found in designing, implementing and maintaining company retirement plans.


Tax Alert

Taxability of phased pension retirement payments

An employee will recover a fixed, pro rata portion of his or her basis in the contract as phased retirement payments are received.

  • Bushman, Anne
  • |

Audiocast

Estate planning: Addressing risk with your advisors

Our presenter shares how to optimally work with your advisors on some of the more unfamiliar pitfalls and risk areas in estate planning.

  • Ratner, Charlie
  • |

Tax Alert

Proceed with caution in self-directed IRAs

Two tax court cases remind individuals to be careful in the management of their self-directed individual retirement accounts (IRAs).

  • Bushman, Anne
  • |

Tax Alert

Taxpayer penalized for excess Roth IRA contributions

Taxpayers cannot avoid the Roth IRA contribution limitations by transferring amounts to a business owned by the Roth IRA.

  • Bushman, Anne
  • |

Insight Article

Business Succession Financial Planning and Wealth Preservation

Business succession financial planning requires introspection. You must quantify core capital needs and define estate and charitable goals.


Insight Article

DOL delays fiduciary rule by 60 days

Secretary of Labor to analyze the impact of implementation of the conflict of interest rule and related exemptions.