EBIA Weekly Archives - 401(k) - Questions
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Results (61 articles found)
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- If we have just distributed SPDs to our 401(k) plan participants, must we provide another copy of the SPD to a requesting participant?
- From the December 08, 2005 EBIA Weekly
- QUESTION: We distributed 401(k) SPDs just last month to all participants and to those beneficiaries receiving installment payments. Now one of the participants has made a written request for an SPD. Are we required to provide another copy of ...
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- What are the typical steps in a DOL audit?
- From the November 23, 2005 EBIA Weekly
- QUESTION: Our company sponsors an ERISA health plan and has received a request for documents from the DOL. We’re wondering whether this is an audit. What can we expect in a DOL audit? ANSWER: The request for documents ...
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- What notices are required when we discontinue matching contributions?
- From the November 10, 2005 EBIA Weekly
- Question: Our company sponsors a 401(k) plan and in the past has made matching contributions to the plan. Due to some financial difficulties, our management has decided that matching contributions will not be made for the 2006 plan year. ...
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- What information do we need to include in our 401(k) plan SAR?
- From the September 15, 2005 EBIA Weekly
- Please see the updated Question of the Week....
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- Can you explain the alternatives to performing the annual nondiscrimination tests for our 401(k) plan?
- From the September 08, 2005 EBIA Weekly
- Please see this related Question of the Week http://www.ebia.com/WeeklyArchives/401k/Questions/19392. QUESTION: We find the data collection, nondiscrimination testing, and distribution of 401(k) plan excess contributions to some of our highly compensated employees (HCEs) ...
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- What is the deadline for depositing our employees' deferrals in the plan's trust?
- From the June 30, 2005 EBIA Weekly
- Please see this related Question of the Week: http://www.ebia.com/WeeklyArchives/401k/Questions/19450. QUESTION: We deduct our employees' deferral amounts from their paychecks each payroll period. Some of our employees are paid weekly, some are paid every ...
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- Should we file our Form 5500s electronically?
- From the June 09, 2005 EBIA Weekly
- Please see this updated Question of the Week: http://www.ebia.com/WeeklyArchives/ERISA/Questions/19380....
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- What are the consent, rollover, and tax rules that apply when making distributions to alternate payees?
- From the April 14, 2005 EBIA Weekly
- QUESTION: We are a small employer with a 401(k) plan. We have just approved our first qualified domestic relations order (QDRO) affecting one of our employees who has a large account balance. We are not sure what rollover and ...
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- How can I find benefits-related information on the IRS website?
- From the March 31, 2005 EBIA Weekly
- QUESTION: I know the IRS has a lot of useful information on its website regarding employee benefits issues, but I have trouble quickly finding what I want. Do you have a list of pertinent IRS links that I could reference? ...
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- Who is a dependent for purposes of hardship distributions after WFTRA?
- From the March 17, 2005 EBIA Weekly
- QUESTION: Our 401(k) plan offers in-service distributions for hardship events using the Code's hardship safe harbor events. Two of those events, hardships for medical and educational expenses, refer to the definition of dependent under Code Section 152. ...
