Watkins Ross
Resources
Resource Links
Retirement Resources
Website References
401(k) Help Center
Collected wisdom, market news and research insight on all things 401K related.
American Society of Pension Professionals & Actuaries
Practice management and legislative updates from the retirement plan industry.
EFAST2 5500
EFAST2 is an all-electronic filing system designed for the Form 5500 and Form 5500-SF.
Plansponsor.com
Research and news for the retirement plan industry.
The ESOP Association
Research, advocacy and news for ESOP companies.
Benefits Link
One of the retirement plan industry’s top daily news sources.
Department of Labor (DOL)
Qualified retirement plans are governed by a set of rules and regulations as defined by the DOL.
Internal Revenue Service (IRS)
Qualified retirement plans are governed by a set of rules and regulations as defined by the IRS.
My Plan Administration Account (My PAA)
This is the electronic filing system for the forms required under the PBGC.
Cash Balance Plans – Pitfalls of Using an Investment Rate of Return as the Plan’s Interest Crediting Rate
There are a number of potential issues a plan sponsor may face if they use the investment rate of return as the plan’s interest crediting rate.
Cash Balance Plan Considerations
The number of new Cash Balance Plans continues to rise each year. Here are few things to consider in regards to your Cash Balance Plan.
Defined Benefit Plans’ Actuarial Equivalence Under Attack: Reasonable Becomes Unreasonable (Opinion)
Recent class action lawsuits targeting the reasonability of actuarial equivalence factors used in defined benefit plans have been making news, what does this mean for you?