New retirement plan distribution options introduced by SECURE 2.0

by RSM US LLP | Apr 30, 2024

< Back to the Insights Gallery New retirement plan distribution options introduced by SECURE 2.0ARTICLE | April 30, 2024Authored by RSM US LLPExecutive summary: Distribution optionsEmployers establish retirement plans to provide a vehicle to set aside monies,...

IRS releases 2024 retirement plan limitations

by RSM US LLP | Nov 3, 2023

< Back to the Insights Gallery IRS releases 2024 retirement plan limitationsARTICLE | November 03, 2023Authored by RSM US LLP2024 retirement plan limits releasedThe IRS issued Notice 2023-75, which made modifications to the annual limits for retirement plans. These...

IRS provides guidance for required minimum distributions for SECURE 2.0 Act

by RSM US LLP | Jul 25, 2023

< Back to the Insights Gallery IRS provides guidance for required minimum distributions for SECURE 2.0 ActARTICLE | July 25, 2023Authored by RSM US LLPExecutive summary: Notice 2023-54On July 14, 2023, the IRS issued Notice 2023-54. The notice announced that the...

New guidance from IRS on correction of errors in qualified retirement plans

by RSM US LLP | Jun 6, 2023

< Back to the Insights Gallery New guidance from IRS on correction of errors in qualified retirement plansARTICLE | June 06, 2023Authored by RSM US LLPExecutive summary: Interim plan correction guidance interpreting SECURE 2.0 Act section 305The SECURE 2.0 Act of...

IRS issues guidelines regarding substantiation of expenses for cafeteria plans

by RSM US LLP | May 18, 2023

< Back to the Insights Gallery IRS issues guidelines regarding substantiation of expenses for cafeteria plansARTICLE | May 18, 2023Authored by RSM US LLPExecutive summary: cafeteria plan substantiation requirements reinforcedIn Chief Counsel Advice Memorandum...