Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
Retirement Plans
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.
Maintaining Retirement Plan and Participant Records: Who’s Responsible and for How Long?
Save your company time and money by maintaining complete records of your retirement plan and maintaining these records for the life of your plan.
IRS Update – Retirement Plan Documentation Deadline
The IRS retirement plan documentation deadline is fast approaching. Read more about your retirement plan liability on the Watkins Ross blog.
Processing Retirement Plan Participant Contributions
The US Department of Labor requires all employers follow a strict set of rules regarding retirement plan participant contributions to avoid costly errors.
Retirement Plan Compensation Considerations
Avoid retirement plan compensation definition miscalculations by following these simple steps from Watkins Ross’ experienced retirement plan actuaries.