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Tag Archives: 401k
Plan Sponsor Quick Tips: 5500 Wrap-Up!
Each Monday 401kBasics posts a new tip as a part of our series “Plan Sponsor Quick Tips”. This series is designed to assist plan sponsors in filling their fiduciary role and running their retirement plan efficiently. Your feedback or suggestions on future … Continue reading
Posted in Plan Administration
Tagged 401k, @401kBasics, Adoption Agreement, Amendments, Fiduciary
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Keep The Course: Commonly Asked Questions-Is My 401(k) Plan Allowed To Take Fees?
Each Wednesday 401kBasics posts a new article in a weekly series called “Keep the Course”. This series is designed to give the average consumer information on how to keep their 401k plan on track! Your feedback or suggestions on future … Continue reading
Posted in Participant Guidance
Tagged 401k, contribution, direct, DOL, fees, indirect, limit, Participant, spd
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Plan Sponsor Quick Tips: Employer Deductibility
Each Monday 401kBasics posts a new tip as a part of our series “Plan Sponsor Quick Tips”. This series is designed to assist plan sponsors in filling their fiduciary role and running their retirement plan efficiently. Your feedback or suggestions on future … Continue reading
Posted in Plan Administration
Tagged 401k, 9/15, @401kBasics, compensation, corporate, deduction, Fiduciary
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Plan Sponsor Quick Tips: Revisiting Non Discrimination Test Results
Each Monday 401kBasics posts a new tip as a part of our series “Plan Sponsor Quick Tips”. This series is designed to assist plan sponsors in filling their fiduciary role and running their retirement plan efficiently. Your feedback or suggestions on future … Continue reading
Keep The Course: Commonly Asked Questions-Why Am I Not Allowed To Take A 401(k) Loan?
Each Wednesday 401kBasics posts a new article in a weekly series called “Keep the Course”. This series is designed to give the average consumer information on how to keep their 401k plan on track! Your feedback or suggestions on future … Continue reading
Plan Sponsor Quick Tips: Understanding the Form 5500
Each Monday 401kBasics posts a new tip as a part of our series “Plan Sponsor Quick Tips”. This series is designed to assist plan sponsors in filling their fiduciary role and running their retirement plan efficiently. Your feedback or suggestions on future … Continue reading
Posted in Plan Administration
Tagged 401k, @401kBasics, Adoption Agreement, Amendments, EFAST, EFAST2, Fiduciary, Form 5500, form 5500-ez
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Keep The Course: Commonly Asked Questions-How Much Can I Contribute to Roth and Pre-Tax 401(k) Contributions?
Each Wednesday 401kBasics posts a new article in a weekly series called “Keep the Course”. This series is designed to give the average consumer information on how to keep their 401k plan on track! Your feedback or suggestions on future … Continue reading
Posted in Participant Guidance
Tagged 401k, 402(g), contributions, Participant, pre-tax, Roth
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Keep The Course: Commonly Asked Questions-Why Do I Have To Take a Loan First?
Each Wednesday 401kBasics posts a new article in a weekly series called “Keep the Course”. This series is designed to give the average consumer information on how to keep their 401k plan on track! Your feedback or suggestions on future … Continue reading
Plan Sponsor Quick Tips: Operating Your Plan Correctly
Each Monday 401kBasics posts a new tip as a part of our series “Plan Sponsor Quick Tips”. This series is designed to assist plan sponsors in filling their fiduciary role and running their retirement plan efficiently. Your feedback or suggestions on future … Continue reading
Posted in Plan Administration
Tagged 401k, @401kBasics, Adoption Agreement, Amendments, Fiduciary
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Keep The Course: Commonly Asked Questions-How Long Do I Have To Pay Back a Home Loan From My 401(k) ?
Each Wednesday 401kBasics posts a new article in a weekly series called “Keep the Course”. This series is designed to give the average consumer information on how to keep their 401k plan on track! Your feedback or suggestions on future … Continue reading
Posted in Participant Guidance
Tagged 401k, borrow, home loan, mortgage, Participant, primary residence, residential loan
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