Ensure accurate year-end 401(k) data for correct contributions, smooth audits, compliance, and efficient plan management.
Why Clean Year-End Data Matters for Your 401(k) Plan
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401k Plans
How Mergers and Acquisitions Impact 401k Plans: What Plan Sponsors Should Know
When companies engage in mergers and acquisitions (M&A), the focus is often on operational integration, financial restructuring, and human resources. However, one area that deserves particular attention is the impact on 401k plans. As a plan sponsor, understanding...
Tracking Payroll Deposits to a 401(k): A Guide for Plan Sponsors
Learn how to track 401(k) payroll deposits, ensure compliance, maintain employee trust, and avoid penalties with best practices and helpful strategies for plan sponsors.
Catching Up to the New Age-Based Catch-Up Contribution Limits
Explore SECURE 2.0’s new age-based catch-up contribution limits for 401(k), 403(b), and 457(b) plans starting January 1, 2025.
Guidance for Roth Employer Contributions
Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.
An Explanation of 401(k) Plan Forfeitures, How and When They Should be Used
Discover the ins and outs of 401(k) plan forfeitures – when and how to leverage them effectively. Uncover the key insights for smart financial planning.
New Audit Rules for 2023 5500 Forms
Navigate the 401(K) ‘Large Plan’ Status: Understand the 80-120 Rule, Audit Requirements, and Changes for 2023. Ensure Compliance and Save Time
Retirement Plan Compensation Considerations
Avoid retirement plan compensation definition miscalculations by following these simple steps from Watkins Ross’ experienced retirement plan actuaries.
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.
401(k) Retirement Plan Audit
Why does my 401(k) retirement plan need an audit? The 401(k) plan audit is mandated by the Employee Retirement Income Security Act (ERISA) and is intended to make sure a plan is being run correctly. The audit seeks to; (1) review 401(k)...