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  1. Bottom Up QNEC question (9 replies)
  2. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS. (1 reply)
  3. Beneficiary on a Life Policy (11 replies)
  4. Negative Election/Automatic EnrollmentTime Sensitive Question (2 replies)
  5. C3 exam (7 replies)
  6. Life Insurance Policy in 401(k) Plan (3 replies)
  7. Loan in excess of 50% (3 replies)
  8. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC? (0 replies)
  9. Redemption Fees (4 replies)
  10. FIdelity Bonding Coverage (9 replies)
  11. Compensation (10 replies)
  12. 401(k) Plan w/ LLC with negative K1 (2 replies)
  13. targeted vesting (4 replies)
  14. Stock Options and Ownership Attribution (3 replies)
  15. Passive (Automatic) Enrollment (1 reply)
  16. Missing assets found plan termed 2 years ago (7 replies)
  17. 3% Non-Elective Contribution (2 replies)
  18. Defaulted wrong loan amount (1 reply)
  19. Taking 401(k) distribution for home purchase (7 replies)
  20. Age 55 exception - Termination Date or Distribution Date? (9 replies)
  21. New Determination Letter Program (0 replies)
  22. Failed ADP, Leveling and Catch-ups (Oh My!) (2 replies)
  23. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done? (6 replies)
  24. crediting past years from predecessor employer (0 replies)
  25. Borrow from a 401k to pay credit debt? (24 replies)
  26. Excludable Employees (8 replies)
  27. Automatic Rollover for new plans (2 replies)
  28. Sale of Employer Stock (9 replies)
  29. A company is being sold and the new company is going to sponsor the exisiting plan. The plan is eligibility provision will be amened to exclude a division. (2 replies)
  30. Part time employees (16 replies)
  31. Safe Harbor 401(k) and Top-Heavy (1 reply)
  32. Is it okay to delay the deposit of elective deferrals if TPA says that their fees will increase if deposits are made more frequently? (17 replies)
  33. changing plan year on a profit sharing plan (6 replies)
  34. Waiver of Participation (7 replies)
  35. Establishment of a successor plan (7 replies)
  36. VCP sample participant communication (0 replies)
  37. Bankruptcy and timing of amendment to pay plan expenses from the plan ... (3 replies)
  38. Sole proprietor incorporated: Keep old 401(k) or create new one? (1 reply)
  39. New LRM for CODAs--what is this on limits on percent of contributions? (1 reply)
  40. 401(k) Correction (7 replies)
  41. IRS Notice 88-56 (4 replies)
  42. Money Purchase Plan (0 replies)
  43. Optimal PS Contribution (1 reply)
  44. Automatic Rollovers (11 replies)
  45. termination of safe harbor provisions (1 reply)
  46. Any word on IRS revised 402(f) notice? (0 replies)
  47. New post, much clearer!Catch-up Contribution (2 replies)
  48. employer match off by a few dollars over under. when to make up (7 replies)
  49. Military Pay question... (0 replies)
  50. Failure of ADP/ACP test in a partnership (1 reply)
  51. Automatic Enrollments (7 replies)
  52. Time-Sensitive "Negative Election" Question (6 replies)
  53. Controlled Group Document Issues (4 replies)
  54. 401(k) Catch-up Contributions? (3 replies)
  55. Safe Harbor Wait-and-See (2 replies)
  56. multiple employer 401(k) paln (3 replies)
  57. Notice to employees on PS Funding (11 replies)
  58. Testing 2 401(k) Plans (1 reply)
  59. Employer with union employees must participate in a multiemployer plan, but would like to establish a safe harbor 401(k) plan for non-union employees. (7 replies)
  60. ADP/ACP - Prior Year Percent Method - Plan Year Change (1 reply)
  61. Converting to a safe harbor mid plan year (2 replies)
  62. Incompetent IRS Auditor Upsets Client (13 replies)
  63. Minor child as beneficiary? (6 replies)
  64. Master Trust Investment Accounts (6 replies)
  65. May an in service distribution from a safe harbor 401(k) include safe harbor contributions? (3 replies)
  66. Stock contribution match- expense to the Company? (4 replies)
  67. ERISA compliance requirements for school district (public agency) 401(a) or 401(k) plans (4 replies)
  68. ATMs (4 replies)
  69. Application of "Plan limit" to catch ups when plan has post tax & pre tax (1 reply)
  70. Top heavy minimum given to a plan with safe harbor match (3 replies)
  71. When had a "distribution" of excess contributions occurred? (28 replies)
  72. Disclaimer of Benefits (2 replies)
  73. vesting question (1 reply)
  74. Loans vs. Hardship (or both) (10 replies)
  75. Forced IRA Rollovers - Who will take them? (6 replies)
  76. Testing compensation (4 replies)
  77. Match on Excess Contribution Recharacterized as Catch-up (7 replies)
  78. ADP refunds - for $3 each (3 replies)
  79. Payment to a Guardian (0 replies)
  80. Allowable Plan Expenses (5 replies)
  81. Hardship Distribution Request for Medical Expenses (5 replies)
  82. Plan Imposed Limit (3 replies)
  83. Maintaining Participant Accounts (3 replies)
  84. Excess Deferral? (3 replies)
  85. Severance pay included in 3% NEC safe harbor compensation? (1 reply)
  86. Bankrupt client buyout and 401(k) plan (3 replies)
  87. Disability Optional Forms of Distribution (8 replies)
  88. IRC 6621 rate for late deposits (2 replies)
  89. Automatic rollovers and fees for distribution (3 replies)
  90. Basic Plan Design (5 replies)
  91. Controlled group compensation (3 replies)
  92. Matching safe harbor plans - true up at year end ? (2 replies)
  93. Young investor seeking advice (4 replies)
  94. Top Heavy - 3% Safe Harbor & Profit Sharing (1 reply)
  95. Automatic Rollover - can the Plan Document say that Accrued Benefits less than $5K "may" be paid out, does it have to be "will" be paid out? (3 replies)
  96. Timing of Refunds of Excess Contributions (7 replies)
  97. When to issue a SMM (9 replies)
  98. Tax Reporting - Hardship (0 replies)
  99. What is the deadline for employer to make matching contribution to the plan (8 replies)
  100. For new 404(c) plan, how do we get info to participants (4 replies)
  101. ADP/ACP Prior Year Testing (13 replies)
  102. Roth 401(k) Safe Harbor (2 replies)
  103. Automatic Rollovers and Fidelity (9 replies)
  104. Compensation defined in a SPD (8 replies)
  105. Is it possible to defer the maximum 402(g) limit twice if you work for two separate employers? (4 replies)
  106. Safe Harbor Plan and Merger (6 replies)
  107. Changing the match formula in mid-year (8 replies)
  108. Attributable to match forfeitures due to failed ADP test (3 replies)
  109. ROTH IRA, Help (2 replies)
  110. 10% excise tax on failed adp/acp test (2 replies)
  111. Plan limit for HCE (1 reply)
  112. Plan ammended to Safe Harbor; can older, non-vested contributions be vested 100%, retroactively? (3 replies)
  113. Compensation ratio test? (10 replies)
  114. 401(k) participant enrollment software (1 reply)
  115. 401k Inservice Withdtrawal (7 replies)
  116. Top Heavy & HCE (5 replies)
  117. Gap period income (1 reply)
  118. New here... (10 replies)
  119. Determination Letters (2 replies)
  120. LLC & 401(k) if LLC opts to pay taxes as partnership (3 replies)
  121. plan audits (25 replies)
  122. QNEC for HCEs (1 reply)
  123. Sole Prop 401k w/ employees - timing of S. Prod elective def (4 replies)
  124. Roth 401k's (7 replies)
  125. TSP plan message board up (0 replies)
  126. Giveaways to encourage enrollment (3 replies)
  127. catch-ups and the 100% salary limit (10 replies)
  128. DFVC question (5 replies)
  129. Quick Eligibility Question (17 replies)
  130. Catch-up 415 limit with Fiscal year Plan (0 replies)
  131. "ERISA account" funded by another plan fiduciary (not the plan sponsor) (6 replies)
  132. STATUTORY EXCLUSIONS (2 replies)
  133. 401k provisions effective in middle of plan year (0 replies)
  134. Mandatory Arbitration In Pension Plans (3 replies)
  135. Taxation in NJ of 401k deferrals to partners or sole-proprietors (3 replies)
  136. Late Deposits: Terminate Client? (12 replies)
  137. Auto Rollover amendments (6 replies)
  138. CODA amendment (0 replies)
  139. Help! Runaway train! (ADP/ACP test disaster in progress) (3 replies)
  140. Revenge of the Service Contract Act--Vesting of non-elective contributions (13 replies)
  141. Automatic step-up of deferral rates (1 reply)
  142. Multiple Employer Plan/Top Heavy (1 reply)
  143. Profit Sharing contribution allocation (4 replies)
  144. QNECS (9 replies)
  145. Profit Sharing Contribution Allocation Eligibility (1 reply)
  146. Self Employed With W2 Earnings and K1 (18 replies)
  147. Top-heavy plan that fails ADP test - help (6 replies)
  148. Compnay Stock in 401(k) plans (4 replies)
  149. Union 401(k) and ADP testing (2 replies)
  150. Safe Harbor Match Deposits by Payroll Date? (1 reply)
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