Learn more about controlled groups, retirement plan rules, brother-sister controlled groups, and attribution rules in Watkins Ross’ latest article.
What Are Controlled Groups and Controlled Group Rules?
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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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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.
Best Practices for Missing Plan Participants
In January 2021, the Department of Labor (DOL) released new guidance on dealing with former employees or missing plan participants.
Understanding Your Retirement Plan’s Force-out Provisions
Are you aware of your plan’s force-out provisions? How force-out’s are handled is a plan document issue and must be followed.
Setting Olympic Sized Goals to Achieve Financial Success
Learn how setting Olympic-sized goals can help you achieve success in many different areas in life, finances, and planning for your future.
Getting 401(k) Participants Back in the Game in a Post Pandemic World
There is no doubt the coronavirus has impacted decisions many workers made during 2020. Read on to recover your 401(k) post pandemic.
Common Mistakes to Avoid in Your Employee Benefit Plan
Employee benefit plans are required to meet a number of requirements. In this article, we review the most common mistakes.