Save your company time and money by maintaining complete records of your retirement plan and maintaining these records for the life of your plan.
Maintaining Retirement Plan and Participant Records: Who’s Responsible and for How Long?
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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
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.
What Are Controlled Groups and Controlled Group Rules?
Learn more about controlled groups, retirement plan rules, brother-sister controlled groups, and attribution rules in Watkins Ross’ latest article.
402(g) Limit on Elective Deferrals – It’s Personal
Code section 402g limits the amount you can defer to a 401k plan. Did you know it applies at an individual level, not a plan level? Read on to learn more.
To Bond, or Not to Bond, That Is the Question
Pension and/or Other Post-Employment Benefit plan sponsors are considering issuing taxable Pension Obligation Bonds to close retirement plan funding gaps. Let’s discuss the benefits and risks of doing so.
In-Service Distributions from Defined Benefit Plans
The Bipartisan American Miners Act of 2019 allows in-service distributions for retirement plan participants to commence at age 59 ½. However, in a defined benefit plan, to receive in-service lump sum distributions at age 59 ½, the distribution must satisfy certain thresholds. Read on to learn more about defined benefit plan lump sum distribution requirements.
Financial Assistance to Troubled Multiemployer Pension Plans
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (ARPA), which includes relief for multiemployer pension plans.