by Taylor Brown | Feb 2, 2017 | Uncategorized
In This Article: Introduction Uncashed Checks are Plan Assets What Should Plan Sponsors Do? Searching for Missing Participants Required Steps Reasonable Additional Steps What are the Options if the Participant Cannot be Found? Return Funds to the Plan Forfeit the...
by Taylor Brown | Dec 30, 2016 | Uncategorized
In This Article: Introduction Rollover vs. Cash Distribution Mandatory Federal Tax Withholding 10% Premature Distribution Penalty Retirement and Termination Disability Benefits Death Benefits Required Minimum Distributions Hardship Distributions IRS Special Tax Notice...
by Taylor Brown | Oct 19, 2016 | Uncategorized
In This Article: Introduction Background Loan Requirements Plan Document Loan Policy Maximum and Minimum Amounts Number of Loans Interest Rate Amortization Other Repayment Terms Documentation Conclusion Introduction If you have a 401(k) plan, you’ve...
by Taylor Brown | Aug 10, 2016 | Uncategorized
In This Article: Introduction Background Activities Considered Investment Advice Advice Provider Relationship Activities not Considered Investment Advice Providing an Investment Platform for Directed Investment Selection and Monitoring Assistance for Plan Fiduciaries...
by Taylor Brown | Jun 3, 2016 | Uncategorized
In This Article: Introduction What is a forfeiture? What isn’t a forfeiture? When do forfeitures occur? When is a distribution “complete”? What is a one-year break in service? How are forfeitures used? Can forfeitures be reinstated? When must...
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