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Articles

FEB

2017

Dealing with Uncashed Distribution Checks and Missing Participants

This article will focus on defined contribution plans, although defined benefit plans have issues as well, especially since benefits may not be payable until...

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DEC

2016

Rules and Taxation of 401(k) Plan Distributions

This newsletter will examine the rules and tax consequences associated with the various types of distributions from a 401(k) plan.

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OCT

2016

Keeping Abreast of Plan Loan Rules

If you have a 401(k) plan, you've likely had participants ask about taking loans from their accounts. If you haven't yet, it is only a matter of time.

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Jun

2016

Fun with Forfeitures

Sooner or later, almost all 401(k) plans will face the "fun" of dealing with forfeitures. Just like every other plan-related operational item, there are specific rules that provide guidance on the "who, what, why, when and where" of using forfeitures.

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APR

2016

A Fresh Look at Your Form 5500 Filing

If your firm has a profit sharing plan, a 401(k) plan or some other tax-qualified retirement plan, then you have been given a Form 5500 to sign and file every year since your business adopted the plan.

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The articles linked on this page are authored by third-parties, not INTRUST Financial Corporation, its affiliates, or employees. This information is not meant as a guide to investing, or as a source of specific investment recommendation, and INTRUST Financial Corporation or its affiliates (“INTRUST”) make no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment decisions depend upon the client’s investment objectives. The information in generate in nature and is not intended to be, and should not be construed as, legal or tax advice. In addition, the information is subject to change and, although based upon information that INTRUST considers reliable, is not guaranteed as to accuracy or completeness. INTRUST makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, reliance on, the information.

The views expressed are those of the author, are subject to change and are not those of INTRUST Financial Corporation or its affiliates. Past performance is not guarantee of future results.

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