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Watkins Ross


Defined Benefit Plan Termination Procedure

There are various reasons a company decides to terminate their defined benefit retirement plan, but specific steps must be followed to properly terminate the plan. Our Defined Benefit Plan Termination Procedure provides a detailed overview of the termination...

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Defined Contribution Plan Termination Procedure

There are various reasons a company decides to terminate their defined contribution retirement plan. As a general rule, you can terminate your plan at your discretion but specific steps must be followed. Our Defined Contribution Plan Termination...

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Changes To The 402(f) Special Tax Notice

On December 22, 2017, President Trump signed into law tax reform legislation known as the “Tax Cuts and Jobs Act” (the “Act”). The Special Tax Notice was revised as a result of this Act. The Act reduces the potential tax burden on some participants who default on plan...

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Protect Your Qualified Plan From RMD Failures

Qualified retirement plans are subject to Required Minimum Distribution (RMD) rules which, very generally, require that a minimum amount of benefit commence no later than April 1 following the year when a participant attains age 70 ½. It is important to protect your...

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Is Your Business a Good candidate for an ESOP?

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that invests primarily in the company stock of the employer. Providing direct ownership opportunities to your employees through an ESOP encourages motivation and retention, and provides several...

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Reporting And Disclosure Requirements

Qualified retirement plans are subject to many reporting and disclosure requirements under ERISA and related regulations. Although there may be additional requirements that apply to special circumstances, the Reporting And Disclosure Requirements checklist provides an...

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Attribution Rules – The Family Tree

They say you don’t always get to choose your family, and the same holds true with family attribution rules. Understanding a company’s ownership is vital for accurate nondiscrimination and top-heavy testing. Ownership is a principal factor when determining the highly...

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