EBIA Weekly Archives - 401(k) - Questions
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Results (61 articles found)
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- Is our 401(k) plan required to make distributions to reservists under the recent pension legislation?
- From the October 05, 2006 EBIA Weekly
- Please see this updated Question of the Week: http://www.ebia.com/WeeklyArchives/401k/Questions/19577. ...
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- How do we correct our mistake if some eligible employees were not allowed to participate last year?
- From the September 21, 2006 EBIA Weekly
- QUESTION: The recordkeeper for our calendar-year 401(k) plan recently discovered that some eligible employees were not allowed to participate in the plan during 2005. We are aware that the IRS’s correction program allows us to correct ...
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- What is a SAR, and when must it be provided?
- From the August 24, 2006 EBIA Weekly
- QUESTION: Could you review for us the basics of the SAR, and when it must be provided? Our company maintains a 401(k) plan and an insured health plan. We also have a cafeteria plan under which employees contribute pre-...
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- How do we evaluate whether to offer designated Roth contributions in our 401(k) plan?
- From the July 06, 2006 EBIA Weekly
- Note: This sunset provision was removed by the PPA (see our article at http://www.ebia.com/WeeklyArchives/401k/Statutes/18654 (Premium Access subscription required).) QUESTION: We are considering adding designated Roth contributions to our 401(k) plan at the ...
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- Who must be covered by an ERISA plan's bond?
- From the June 08, 2006 EBIA Weekly
- QUESTION: In completing Form 5500 for our welfare plan, I noticed that one of the schedules asks whether the plan has a fidelity bond. What’s a fidelity bond, and who must be covered? ANSWER: Every fiduciary of an ...
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- How do we correct an unfiled Form 5500?
- From the May 04, 2006 EBIA Weekly
- QUESTION: We just realized that we never filed a Form 5500 for our fully insured disability plan. How can we correct this? ANSWER: Assuming you have already determined that no filing exemption applies and a Form 5500 is required, you ...
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- What are the make-up contribution requirements and deadlines under USERRA?
- From the April 06, 2006 EBIA Weekly
- QUESTION: Some of our employees have been on leave from employment to serve in the military. We understand that the company is required to provide make-up contributions to our 401(k) plan when they return to their jobs. Our ...
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- What documentation should we require for hardship distributions?
- From the March 16, 2006 EBIA Weekly
- QUESTION: Our 401(k) plan provides for hardship distributions using the safe harbor events, and we have amended our plan to add the two new safe harbor events permitted by the final regulations under Code Section 401(k) that are ...
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- Is a human resources professional who performs ministerial functions an ERISA fiduciary?
- From the February 09, 2006 EBIA Weekly
- QUESTION: I work in human resources, and I have heard that I will not be an ERISA fiduciary if I only perform “ministerial” administrative functions for the company’s ERISA benefit plans. Is that correct? ANSWER: You ...
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- Do we have to provide SPDs in languages other than English?
- From the January 05, 2006 EBIA Weekly
- QUESTION: Our company employs a number of individuals who speak very little English. Do we have to provide SPDs in languages other than English? ANSWER: There is no specific statutory or regulatory obligation under ERISA to provide SPDs (or SMMs) ...
