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...
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.
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.
Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
Ensure your company possesses the retirement plan enrollment processes, forms, standards, and records required to avoid costly penalties.
With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls.
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 and which action steps must be taken to stay IRS-compliant? Learn more on the Watkins Ross blog.
Can a new IRS pre-examination retirement plan pilot program assist your business? Learn more about program requirements on the Watkins Ross blog.
Save your company time and money by maintaining complete records of your retirement plan and maintaining these records for the life of your plan.