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Year-end retirement planning webcast

December 6, 2021 @ 2:00 pm - 3:00 pm EST

RSM CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credits.


Join RSM to gain insights on the latest retirement plan options.


Tax changes continue to challenge and shape businesses at a rapid pace. In this one-hour webcast, RSM’s compensation and benefits professionals are joined by RSM’s wealth management leaders to walk you through their annual year-end update on the retirement planning process, including lifetime income illustrations, as well as discussions regarding key functions such as:

  • New Employee Plans Compliance Resolution System, or EPCRS—review of self-correction by retroactive amendment rules
  • Leveraging technology—integration with recordkeepers
  • 3(16) fiduciary to help streamline payments, enrollment and avoid mistakes
  •  Emergency round up—disaster relief in response to COVID-19
  • Tax planning and compliance—legislative IRA rule developments

Join us on Dec. 6 to gain insights on the latest retirement plan options and how to evaluate and ensure you are getting the most out of your plan.

Learning objectives
By the end of this webcast, participants will be able to:

  • Explain what account balances would be at age 65
  • Explain how to convert to a monthly plan
  • Discuss COBRA rights extensions
  • Discuss employee benefit updates

CPE credit available

RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Taxes | CPE: 1.0 credits per webcast

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