Plan Selection

Utilizing a Pre-Approved Plan

Many employers adopt a pre-approved plan for their employees’ retirement plan. Adopting a pre-approved plan means the IRS has already issued an opinion letter or advisory letter regarding the acceptability of the type of plan. There are different types of...

read more
ESOP: Fast Facts & Planning Tips

The National Retirement Planning Coalition has designated April 11-15 as the 2016 National Retirement Planning week. In celebration, each day this week Watkins Ross will share some fast facts and planning tips on the various types of retirement plans we service....

read more