EBIA Weekly Archives - 401(k) - Questions
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Results (61 articles found)
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- Are plan administrators required to obtain electronic credentials under the DOL's all-electronic Form 5500 filing system?
- From the April 29, 2010 EBIA Weekly
- QUESTION: We will be using a third-party preparer and approved third-party software to submit our Form 5500 under the new all-electronic filing system. As the plan administrator, do we need to obtain electronic credentials? ANSWER: Yes, you ...
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- Should we use IFILE or EFAST2-approved third-party software to file our Form 5500 electronically?
- From the April 08, 2010 EBIA Weekly
- QUESTION: We’re a plan sponsor preparing to submit Form 5500 for the first time using the DOL’s new all-electronic system. Should we use IFILE or approved third-party software? ANSWER: This will depend on several ...
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- What procedures should our plan follow when it is required to make a distribution and the participant or beneficiary cannot be found?
- From the March 18, 2010 EBIA Weekly
- QUESTION: From time to time, our 401(k) plan has to make minimum distributions under Code Section 401(a)(9) to participants who have no valid address on file. Our plan also experiences problems locating beneficiaries when a participant dies. ...
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- 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 ...
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- 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 ...
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- 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 ...
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- 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 ...
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- 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 ...
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- 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 ...
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- 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 ...
