Articles tagged "Qualified Plans" by the Watkins Ross Team

Understanding the Key Roles in Qualified Retirement Plan Administration

Jun 12, 2026 | Retirement Plans

By: Mishelle Becker, QKACompliance and Training Coordinator What Is a Qualified Retirement Plan? A qualified retirement plan is an employer-sponsored retirement plan that meets the requirements of the Internal Revenue Code and ERISA, allowing both employers and...

New Guidance for the Definition of a Qualified Individual

Jul 29, 2020 | 401(k) Plans

If your plan elected any of the CARES Act provisions to allow for coronavirus-related distributions or the expanded loan provisions, there has been a change to who may be considered a “qualified individual”. Participants defined as a qualified individual include:...

Protect Your Qualified Plan From RMD Failures

Apr 16, 2018 | 401(k) Plans, 403(b) Plans, 457 Plans, Defined Benefit Plans, Employee Stock Ownership Plans, Profit Sharing Plans, Retirement Plans

Qualified retirement plans are subject to Required Minimum Distribution (RMD) rules. It’s important to protect your qualified plan from RMD failures.

Qualified Plans

Understanding the Key Roles in Qualified Retirement Plan Administration

New Guidance for the Definition of a Qualified Individual

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