EBIA Weekly Archives - 401(k) - Questions
Below is a list of EBIA Weekly articles in the category you selected.
To change or refine the scope of the articles listed, select a category below or perform a search in the column to the left.
We provide free access to our search engine and to the list of search results. The list will include the headline and an excerpt from each EBIA Weekly article that is retrieved as a result of your search.
The full searchable library of EBIA Weekly articles is available on Newsstand.
per page:
Results (58 articles found)
-
- What is considered an "appeal" under the DOL claims regulations?
- From the February 04, 2010 EBIA Weekly
- QUESTION: What is considered an “appeal” of a benefit denial under the DOL claims regulations? Does it have to be in a specific format, or will any question about a denied benefit constitute an appeal and trigger the ...
-
- Can we ask employees to come to the human resources office to pick up their SPDs?
- From the January 21, 2010 EBIA Weekly
- QUESTION: We have employees who become eligible for benefits during the course of their employment. Can we just put a stack of SPDs in the human resources office and ask employees to come pick one up instead of furnishing the ...
-
- Will an SPD posted on our company's intranet satisfy the requirement under ERISA to deliver SPDs to participants?
- From the October 01, 2009 EBIA Weekly
- QUESTION: Our plan administrator would like to post our company’s employee benefit plan SPDs on the company’s intranet instead of delivering paper copies to participants. Would this method of delivering SPDs satisfy ERISA? ANSWER: Yes, if ...
-
- Do the rules for suspending loan repayments during a regular leave of absence apply to military leave?
- From the September 03, 2009 EBIA Weekly
- QUESTION: We have several 401(k) plan participants who have been called to active military service and would like to suspend their plan loan repayments during their military leave. Do the rules for suspending loan repayments during a regular leave ...
-
- Can a plan limit the time a participant or beneficiary has to file a lawsuit after losing an appeal under the plan's claims procedures?
- From the June 18, 2009 EBIA Weekly
- QUESTION: Can our welfare and 401(k) plans impose a one-year deadline for participants or beneficiaries to file a lawsuit if they wish to challenge a final administrative determination under our plans’ claims procedures? ANSWER: Yes, your plans ...
-
- Are we required to amend our 401(k) plan this year if we have waived 2009 required minimum distributions?
- From the June 04, 2009 EBIA Weekly
- QUESTION: We have waived the required minimum distributions for 2009 under our 401(k) plan. Does the waiver of these distributions for 2009 require a plan amendment and, if so, when is the deadline for that amendment? ANSWER: The answer ...
-
- What are the requirements for keeping electronic records for our 401(k) plan?
- From the April 23, 2009 EBIA Weekly
- QUESTION: Our company increasingly relies on electronic records for our 401(k) plan, but we are concerned whether those records satisfy the Code and ERISA’s recordkeeping requirements. Could you review those requirements for us? ANSWER: Both the IRS ...
-
- Can you explain how the survivor benefit provisions in the Heroes Act apply to our 401(k) plan?
- From the March 26, 2009 EBIA Weekly
- QUESTION: I understand that the Heroes Act added survivor benefits for certain veterans. Could you explain how these provisions would apply to our 401(k) plan participants who are called to active duty? ANSWER: There are two survivor benefit provisions ...
-
- How do we decide what plan number to assign to a new plan?
- From the January 22, 2009 EBIA Weekly
- QUESTION: Our company is planning to establish a new health plan. How do we determine what plan number to assign to our new plan? ANSWER: The plan number is a three-digit number that the plan sponsor assigns to a ...
-
- When our reservist-employees are called to active duty, can they request distributions from our 401(k) plan?
- From the November 13, 2008 EBIA Weekly
- QUESTION: We understand that there are special rules permitting reservists to request distributions from their 401(k) plans when they are called to active duty. Can you explain these rules and tell us whether our 401(k) plan is required ...
