Explore mandatory Roth catch-up contributions and vital insights for plan sponsors. Prepare for upcoming changes now.
Mandatory Roth Catch-Up Contributions – Another Secure Act 2.0 Provision
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Articles from Our Team
What’s been going on in the retirement & health plan fields? Here we’ll discuss the latest information & best practices for managing your plans.
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Saver’s Tax Credit
Maximize your retirement savings with the Saver’s Tax Credit. Claim up to $1,000 ($2,000 for couples) on your 2023 tax return. Find out if you qualify!
Long Term Part Time (LTPT) Employees: The Impact to Your Plan Beginning in 2024
Discover the SECURE Act’s impact on plan eligibility and requirements for Long Term Part Time (LTPT) employees. Learn about changes, tracking hours, and employer contributions.
Secure 2.0 for Defined Benefit Plans
Secure Act 2.0 has important updates for Defined Benefit Plans, including increased RBD age and reduced excise tax on missed RMDs. Stay up-to-date with these crucial changes to ensure your retirement plan is compliant.
An Inherent Weakness in the Completion Factor Approach to Calculating an Incurred But Not Reported (IBNR) Reserve
Discover the inherent weakness of using the completion factor approach to calculate IBNR reserves in healthcare finance and how to avoid costly mistakes.
What a Failed ADP/ACP Test Means
Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
401(k) Plan Nondiscrimination Testing
Avoid penalties and fees by ensuring your retirement plan meets IRS 401k plan nondiscrimination test requirements.
Retirement Plan Enrollment Best Practices
Ensure your company possesses the retirement plan enrollment processes, forms, standards, and records required to avoid costly penalties.
Retirement Plan Procedures, Practices, and Internal Controls
With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls.
Further Assistance for Troubled Multiemployer Retirement Plans
PBGC made several changes to the Final Rule issued on July 6, 2022. Learn about changes and benefits to retirement plans on the Watkins Ross blog.