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,...
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...
by RSM US LLP | Sep 19, 2023
< Back to the Insights Gallery What to do if you filed an employee retention credit claim with the IRSARTICLE | September 19, 2023Authored by RSM US LLPThe employee retention credit (ERC or ERTC) was originally enacted in the CARES Act in March of 2020 at the onset...
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...
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...
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