by Taylor Brown | Mar 26, 2016 | Uncategorized
Rules and Taxation of 401(k) Plan Distributions A 401(k) plan permits employees to defer a portion of their salaries on a pre-tax basis with the objective of accumulating assets for retirement. Additional assets are accumulated if the employer makes contributions to...
by Taylor Brown | Mar 26, 2016 | Uncategorized
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. While the concept of taking a loan is pretty straightforward—you...
by Taylor Brown | Mar 26, 2016 | Uncategorized
DOL Issues New Fiduciary Rule On April 8, 2016 the Department of Labor (DOL) issued final guidance that greatly expands the types of retirement investment advice that will be subject to the fiduciary duty rules under the Employee Retirement Income Security Act of 1974...
by Taylor Brown | Mar 26, 2016 | Uncategorized
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...
by Taylor Brown | Mar 26, 2016 | Uncategorized
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. While the form looks like...
Recent Comments