401 K Plan Fix It Guide

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Posted on November 19, 2018 at 09:16 AM



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You can Hear Or Save This Videos July 2011 Fee Disclosure Extension and IRS 401(k) Fix-It Guide

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Recent Posts For 401 K Plan Fix It Guide

You Failed to File a Form 5500 for a Prior Year! Now What?
401(k): Find and Fix – You haven’t filed a Form 5500 this year Most 401(k) plan administrators are required to file an annual Form 5500, Annual Return/Report of Employee Benefit Plan.All Form 5500 filings must be filed electronically with the Department of Labor (“DOL”) through the DOL EFAST website.. While reviewing your plan administration to gather the information needed to file ...
» Correcting 401(k) Plan Loans Under EPCRS
Participant loans from 401(k) plans must satisfy certain rules under section 72(p) of the Internal Revenue Code (the “Code”) to prevent the loan from being treated as a taxable distribution (sometimes called a “deemed distribution”). The amount of the loan generally cannot exceed 50% of the participant’s vested account balance up to a maximum of $50,000 (with reductions for certain ...
IRS Finds Excess 401(k) Deferrals Among Form W-2 Errors
The IRS' 401(k) Excess Deferral Project has found, reported in Box 12 of Form W-2, significant errors in elective 401(k) salary deferrals in excess of the annual contribution limit.

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