Articles - Watkins Ross

Part 4: OPEB Funding Considerations: Understanding Laws & Benefits

Jul 31, 2024 | Other Post-Employment Benefits

Explore essential funding considerations for OPEB plans in Part 4 of our series. Understand VEBA rules, state laws, and strategies for effective benefit payments.

Part 3: Contributions to and benefit payments from Retiree Healthcare Plan Assets – If the recommended contribution is $-0-, may benefits be paid from the OPEB plan trust?

Jun 28, 2024 | Other Post-Employment Benefits

Learn about the considerations involved in funding OPEB plans and the importance of managing plan assets effectively.

Part 2: Contributions to and benefit payments from Retiree Healthcare Plan Assets – What does it mean that a plan is 100% funded?

Jun 7, 2024 | Other Post-Employment Benefits

Understanding what it means for a plan to be 100% funded and the implications for future benefits and contributions.

Contributions To And Benefit Payments From Retiree Healthcare Plan Assets

Apr 30, 2024 | Other Post-Employment Benefits

Discover payment strategies for Retiree Healthcare (OPEB) plans funded by OPEB trusts. Maximize future benefit payments for retirees. Learn more now

Guidance for Roth Employer Contributions

Feb 29, 2024 | 401(k) Plans, 403(b) Plans

Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.

2024 Plan Limits Released

Jan 22, 2024 | 401(k) Plans, 403(b) Plans, 457 Plans, Defined Benefit Plans, Employee Stock Ownership Plans, Profit Sharing Plans

The 2024 Cost-Of-Living Adjustments affecting employee benefit plans include the annual limits for Social Security Taxable Wage Base.

An Explanation of 401(k) Plan Forfeitures, How and When They Should be Used

Dec 10, 2023 | 401(k) Plans

Discover the ins and outs of 401(k) plan forfeitures – when and how to leverage them effectively. Uncover the key insights for smart financial planning.