Rules and Taxation of 401(k) Plan Distributions
In This Issue
Keeping Abreast of Plan Loan Rules
Written by SPSAdmin on . Posted in 2016, Newsletter.
In This Issue
DOL Issues New Fiduciary Rule
Written by SPSAdmin on . Posted in 2016, Newsletter.
A Fresh Look at Your Form 5500 Filing-April 2016 Newsletter
Written by SPSAdmin on . Posted in 2016, Newsletter.
In This Issue:
- Introduction
- How is the Form 5500 Data Utilized?
- Which plans are considered “small”?
- Which plans need an accountant’s audit?
- What is the due date for filing the Form 5500?
- What’s new on the 2015 Form 5500?
- What information was the IRS attempting to collect?
- Is this information readily available?
- Why wouldn’t the preparer want to show his or her
information on the filing? - What are some questions that are significant to
filers? - Employer Contributions
- Making Benefit Payments When Due
- Timely Deposit of Participant Contributions
- What information must be reported to the plan
participants? - Conclusion
Part-Time Employees in 401(k) Plans-February 2016 Newsletter
Written by SPSAdmin on . Posted in 2016, Newsletter.
In This Issue:
- Introduction
- Minimum Age and Service Requirements
- Entry Date
- Effect of a Short Service Requirement
- Excluding Classes of Employees
- Excluding Part-Time Employees with a Fail Safe Provision
- Service Requirements for Employer Contributions
- Impact on ADP and ACP Tests
- Making Excluded Participants Whole
- Conclusion