What’s been going on in the retirement & health plan fields? Here we’ll discuss the latest information & best practices for managing your plans.
There are a number of potential issues a plan sponsor may face if they use the investment rate of return as the plan’s interest crediting rate.
You are tasked with determining an appropriate discount rate for determining the Net OPEB liability under the Governmental Accounting Standards Board Statement (GASB) Nos. 74/75 for a closed, underfunded retiree healthcare plan whose plan sponsor plans to...
The number of new Cash Balance Plans continues to rise each year. Here are a few cash balance plan considerations as a popular retirement plan vehicle.
Retirement Plan errors can be costly & time-consuming. Periodically review your retirement plan to avoid issues and ensure it’s operating in compliance.
The 2019 IRS Operational Compliance List has been posted! This guide helps plan sponsors understand the compliance changes effective in the upcoming year.
Are you meeting the initial required minimum distributions of your contribution plan? Learn more about what conditions need to be met with Watkins Ross!
Reducing pension plan risk has become a prudent consideration, especially for those plans that have frozen benefits. De-risk your pension plan today!
Recent class action lawsuits are targeting the reasonability of actuarial equivalence factors used in defined benefit plans.
Corrective distributions must be processed by March 15 for a failed ADP/ACP test for a calendar plan year. Take these steps to prepare.
A beneficiary form determine who is entitled to the defined contribution retirement plan benefits upon the death of a participant. Is your form current?