Category: 401k Administration

401k Administration and compliance

Excess deferrals described in § 402(g)(2)(A)Definition of excess deferrals. The term “excess deferrals” means the excess of an individual's elective deferrals ...

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2018 Required Amendments List for Qualified Retirement Plans Notice 2018-91 I. PURPOSE This notice contains the Required Amendments List for 2018 (2018 ...

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On November 14, 2018, the IRS released the eagerly-awaited proposed regulations regarding hardship distributions impacting section 401(k) and 403(b) plans (the ...

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DEPARTMENT OF THE TREASURY Internal Revenue Service 26 CFR Part 1 RIN-1545-BO82 Hardship Distributions of Elective Contributions, Qualified Matching ...

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While a 401(k) plan loan can often provide an option for obtaining otherwise unavailable financing, the rules governing these loans are specific and failure to ...

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What is a ROBS? ROBS is an arrangement in which prospective business owners use their retirement funds to pay for new business start-up costs. ROBS plans, ...

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The Employee Plans Compliance Unit (EPCU) rollovers as business start-ups (ROBS) project began in December 2009 and ended in September 2010. Beginning in April ...

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If you take a distribution from your designated Roth account before the end of the 5-taxable-year period, it is a nonqualified distribution. You must include ...

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A cash balance plan is essentially a cross between a traditional defined benefit pension plan and a defined contribution plan (e.g., a 401(k)). Generally, ...

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TD Ameritrade is offering up immersive education experiences and supplementary finance-related resources to help employers and employees improve retirement ...

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