With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls.
Retirement Plan Procedures, Practices, and Internal Controls
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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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Recent Articles
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.
The Importance of Maintaining Retirement Beneficiary Forms
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?
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.
The New IRS Pre-Examination Retirement Plan Compliance Program
Can a new IRS pre-examination retirement plan pilot program assist your business? Learn more about program requirements on the Watkins Ross blog.
Maintaining Retirement Plan and Participant Records: Who’s Responsible and for How Long?
Save your company time and money by maintaining complete records of your retirement plan and maintaining these records for the life of your plan.
IRS Update – Retirement Plan Documentation Deadline
The IRS retirement plan documentation deadline is fast approaching. Read more about your retirement plan liability on the Watkins Ross blog.
Processing Retirement Plan Participant Contributions
The US Department of Labor requires all employers follow a strict set of rules regarding retirement plan participant contributions to avoid costly errors.
Retirement Plan Compensation Considerations
Avoid retirement plan compensation definition miscalculations by following these simple steps from Watkins Ross’ experienced retirement plan actuaries.
Enrolling New Participants in Your Retirement Plan
Looking to enroll new participants in your retirement plan? Visit the Watkins Ross blog to learn about retirement plan eligibility, deferrals, and forms.