What’s been going on in the retirement & health plan fields? Here we’ll discuss the latest information & best practices for managing your 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.
Discover the inherent weakness of using the completion factor approach to calculate IBNR reserves in healthcare finance and how to avoid costly mistakes.
Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
Avoid penalties and fees by ensuring your retirement plan meets IRS 401k plan nondiscrimination test requirements.
Ensure your company possesses the retirement plan enrollment processes, forms, standards, and records required to avoid costly penalties.
With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls.
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.
It’s essential plan sponsors provide retirement beneficiary forms when enrolling a new employee in a retirement plan. Learn more on the Watkins Ross blog.
What is a top heavy retirement plan and which action steps must be taken to stay IRS-compliant? Learn more on the Watkins Ross blog.
Can a new IRS pre-examination retirement plan pilot program assist your business? Learn more about program requirements on the Watkins Ross blog.