U.S. Department of Labor proposes rules for ESOP transactions

by RSM US LLP | Feb 11, 2025

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources U.S. Department of Labor proposes rules for ESOP transactionsARTICLE | February 11, 2025Authored by RSM US LLPExecutive summaryAs mandated by Congress in the...

Proposed Regulations issued for SECURE 2.0 catch-up and autoenrollment changes

by RSM US LLP | Feb 3, 2025

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Proposed Regulations issued for SECURE 2.0 catch-up and autoenrollment changesARTICLE | February 03, 2025Authored by RSM US LLPExecutive summary:Mandatory Roth...

New IRS guidance on tax treatment of state paid leave programs

by RSM US LLP | Jan 23, 2025

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources New IRS guidance on tax treatment of state paid leave programsARTICLE | January 23, 2025Authored by RSM US LLPExecutive summary: Several states, including...

New guidance on long-term, part-time employee eligibility for 403(b) plans

by RSM US LLP | Nov 12, 2024

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources New guidance on long-term, part-time employee eligibility for 403(b) plansARTICLE | November 12, 2024Authored by RSM US LLPExecutive summary: Notice 2024-73 -...

Health savings account benefits for employees and employers

by RSM US LLP | Apr 12, 2023

Insights We are proud to be named a West Coast Regional Leader for 2025 < Back to Insights and Resources Health savings account benefits for employees and employersARTICLE | April 12, 2023Authored by RSM US LLPHealth savings accounts (HSAs) are a popular benefit...