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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Retirement 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.
What a Failed ADP/ACP Test Means
Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
Retirement Plan Enrollment Best Practices
Ensure your company possesses the retirement plan enrollment processes, forms, standards, and records required to avoid costly penalties.
Retirement Plan Procedures, Practices, and Internal Controls
With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls.
The Importance of Maintaining Retirement Beneficiary Forms
It’s essential plan sponsors provide retirement beneficiary forms when enrolling a new employee in a retirement plan. Learn more on the Watkins Ross blog.
What Is a Top-Heavy Retirement Plan?
What is a top heavy retirement plan and which action steps must be taken to stay IRS-compliant? Learn more on the Watkins Ross blog.
The New IRS Pre-Examination Retirement Plan Compliance Program
Can a new IRS pre-examination retirement plan pilot program assist your business? Learn more about program requirements on the Watkins Ross blog.