 To-do list for 401(k): edit · history · watch · refresh · Updated 2013-08-21
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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
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Priority 4
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