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QDIA — Rules for Qualified Default Investment Alternatives

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On October 24th, 2007 the Department of Labor (DOL) issued the long awaited qualified default investment alternatives (QDIA) final regulations. The DOL retained much of the proposed regulations, but also offer a few new opportunities as well as some new variables. Safe harbor relief is available to fiduciaries of participant-directed 401k plans where certain conditions [...]

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Form 5500: Filing Deadlines for Your 401k Plan

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form 5500 filing deadlines for 401k plan

Most 401k plans require that you file an Annual Form 5500. The Form 5500 is basically a return that you file with the Employee Benefits Security Administration (EBSA – Department of Labor Processing Division) each year. This is an informational return that reports the financial information for your retirement plan for the year and does not require [...]

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