by newwatkinsross | Sep 16, 2021 | Retirement Plans
Best Practices for Missing Plan Participants In January 2021, the Department of Labor (DOL) released new guidance on dealing with missing participants – former employees with a retirement account balance. For whatever reason, the cannot be located to deliver...
by newwatkinsross | Aug 9, 2021 | 401(K) Plans
Understanding Your Retirement Plan’s Force-out Provisions Are you aware of your plan’s force-out provisions? If not, now would be an excellent time to find out. What force-out limit does your plan contain? When you find out, send out the appropriate...
by newwatkinsross | Jul 31, 2021 | Goals, Retirement Plans
Setting Olympic Sized Goals to Achieve Financial Success The 2021 Olympics are finally here! After a year-long postponement due to the pandemic, the elite athletes in the world are coming together in Tokyo to participate in 28 different sports with the hopes of...
by newwatkinsross | Jun 23, 2021 | 401(K) Plans
Getting 401(k) Participants Back in the Game in a Post Pandemic World There is no doubt the coronavirus pandemic has impacted financial decisions many workers made during 2020. As the primary means of saving for retirement, 401(k) post pandemic balances were adversely...
by newwatkinsross | May 14, 2021 | Defined Benefit Plans
Common Mistakes to Avoid in Your Employee Benefit Plan Managing employee benefit plans can be a challenge. Benefits can be complicated. If you make mistakes, it could mean costly fines or even criminal punishments. Here are common employee benefit plan mistakes and...
