IRS Sends Out 401(k) Questionnaire

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401(k) Questionnaires recently distributed by the IRS to plan sponsors are lengthy and technical and require "live" online responses. This article provides a "how to" checklist for CFOs, Human Resources Managers and business owners who must complete the Questionnaire. It recommends that they complete a hard-copy version of the Questionnaire for review by a tax advisor or other benefits professional, and use the advisor-edited version as a template to submit online responses.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Christine Roberts, Mullen & Henzell L.L.P. | Attorney Advertising

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