A new employee has a variety of forms to complete when hired. One of the most important forms new employees must complete is a beneficiary form for the company’s retirement benefit plans. It is essential the plan sponsor provide a beneficiary form to keep on file upon...
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Retirement plan documents form the backbone of a retirement benefit’s standards of operation and regulatory compliance. As legally binding agreements, your business’s retirement plan documents function as both proof of IRS compliance and an up-to-date record of retirement plan operating details, plan participant qualifications and rights, and your responsibilities within the plan as an employer. Failure to properly maintain retirement plan documents can result in penalties and legal recourse. Protect your business’s retirement plans by familiarizing yourself with the plan document articles shared on the Watkins Ross blog. We unpack the rules and regulations surrounding plan documents and provide sound advice for employers seeking to create or improve their plan documents. Looking for a solid, proven plan document solution for your business’s retirement plans? Watkins Ross document services specialists are experts at ensuring your plan documents meet federal compliance rules. Connect with us here to learn more about Watkins Ross plan document services and how together we can protect your business.