Dealing with Uncashed Distribution Checks and Missing Participants
This article will focus on defined contribution plans, although defined benefit
plans have issues as well, especially since benefits may not be payable until...
Rules and Taxation of 401(k) Plan Distributions
This newsletter will examine the rules and tax consequences associated with
the various types of distributions from a 401(k) plan.
Keeping Abreast of Plan Loan Rules
If you have a 401(k) plan, you've likely had participants ask about taking
loans from their accounts. If you haven't yet, it is only a matter of time.
Fun with Forfeitures
Sooner or later, almost all 401(k) plans will face the "fun" of dealing with forfeitures.
Just like every other plan-related operational item, there are specific rules that provide
guidance on the "who, what, why, when and where" of using forfeitures.
A Fresh Look at Your Form 5500 Filing
If your firm has a profit sharing plan, a 401(k) plan or some other tax-qualified retirement plan,
then you have been given a Form 5500 to sign and file every year since your business adopted the plan.
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