Detailed Company Profile
Plan sponsors and their advisors who work with RSM McGladrey as a TPA have the flexibility to select recordkeeping vendors and investment options that fit the needs of the organization, without sacrificing important technical and plan design experience. We help plan sponsors and their advisors maximize tax benefits, while providing a framework for operational and fiduciary excellence.
During the sales process we can provide proposals and fee schedules, plan design illustrations, sample fee disclosure worksheets, investment selection and monitoring reports, and unparalled technical support. As a national organization, we serve more than 5,000 plan sponsors for profit and not-for-profit organizations through our retirement services group.
Retirement Solutions
Our relationship with our clients begins with understanding their organizational objectives and long-term employee benefit strategies. For many clients, it starts with designing and implementing a retirement plan based on identified criteria. From there, we assist plan sponsors with every aspect of plan administration and compliance. Our experienced retirement plan professionals thoroughly understand industry regulations, plan design, ERISA fiduciary requirements, actuarial and administration services, accounting and audit regulations, and compliance requirements applicable to all plans.
Our services include:
- Consulting and plan design
- Administration and compliance
- Plan document preparation
- Daily and balance forward recordkeeping
- Education and communication tools
- Actuarial valuations, financial statement reporting, and benefit determination
- ESOP consulting and administration
- Non-qualified deferred compensation consulting and administration
- ERISA fiduciary education and support
Our plan designs offered include:
- 401(k) and traditional profit sharing
- Class based profit sharing
- Money Purchase Pension and Target Benefit Pension
- 403(b)
- 457(b)
- 457(f)
- Traditional Defined Benefit
- Cash Balance Defined Benefit
- DB/DC Combination
- ESOP
- Multiple Employer Plans
- OPEB
- GASB
- Nonqualified Deferred Compensation
RSM McGladrey White Papers
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