 To-do list for 401(k): edit · history · watch · refresh · Updated 2013-08-21
|
Here are some tasks awaiting attention:
- Cleanup : Fix the withdrawal of funds section. Need to consider after tax contributions, pre-1972, 1986-whatever contributions, and the language on the penalty and exceptions needs to be consistent. It's a little contradictory from the first to second paragraphs.
- Expand : Distribution discussion to cover RMD's for inherited plans, Briefly cover profit sharing provisions.
- Verify : Add inline references
- Other : Fiduciary responsibility; Break up the details and technical details sections into topical sections. Possibly (A)Contributions; (B)Administration (the plan document, testing, safe harbors, QNEC, etc); (C)Separate accounts, exclusive benefit; (D) Describe top-heavy 401(k) plans
|
Priority 4
| 
&sq=Envato&lang=en&file=File:Symbol_c_class.svg){kind=small}
&sq=Envato&lang=en&file=File:WikiProject_Business_briefcase.svg){kind=small}
&sq=Envato&lang=en&file=File:Emblem-money.svg){kind=small}
&sq=Envato&lang=en&file=File:People_icon_dead.svg){kind=icon}
&sq=Envato&lang=en&file=File:Flag-map_of_the_United_States.svg){kind=small}
&sq=Envato&lang=en&file=File:Scale_of_justice_2.svg){kind=small}
&sq=Envato&lang=en&file=File:Balance,_by_David.svg){kind=small}
&sq=Envato&lang=en&file=File:Presa_de_decissions.png){kind=small}
&sq=Envato&lang=en&file=File:Nuvola_apps_korganizer.svg)
&sq=Envato&lang=en&file=File:Replacement_filing_cabinet.svg){kind=small}