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  1. Plan Document vs. Union Agreement? (4 replies)
  2. Rollover of Participant Loans...Need New Notes? (0 replies)
  3. Aggregation of plans for top heavy (0 replies)
  4. definition of compensation for 401(k) safe harbor plans (4 replies)
  5. Major disaster and hardship withdrawals (2 replies)
  6. setting up ret. plan for client -- does participation in multiple employer plan mean that client's plan is not a "new" plan? (1 reply)
  7. Missing Participants and Patriot Act (26 replies)
  8. missed p/s contribution deadline (3 replies)
  9. 401k transfer to IRA Account while still with company. (3 replies)
  10. Earnings on Late employee deferral contributions (1 reply)
  11. Puerto Rico 401K tax rules (1 reply)
  12. Combined Testing for 410(b) and ADP/ACP (1 reply)
  13. Safe Harbor Nonelective Plus Additional Nonelective (33 replies)
  14. Help ASAP! Former Key Employee Accounts (4 replies)
  15. Huge unallocated forfeitures on takeover plan (6 replies)
  16. Forfeitures? (3 replies)
  17. Incorrect Rollover into 401(k) Plan (8 replies)
  18. Automatic rollovers: safe or non-safe? (1 reply)
  19. Can an employer that has both union and non-union employees allow all to join one plan? (4 replies)
  20. Late contribution excise tax (1 reply)
  21. ADP/ACP Prior Year Method (9 replies)
  22. Off Calendar Catch-up Question? (1 reply)
  23. Catch up Match (2 replies)
  24. Excess matching contributions (1 reply)
  25. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars? (14 replies)
  26. Dentist with Multiple Corporations (4 replies)
  27. Match on Excess Contribs that are Recharacterized as Catch-up (4 replies)
  28. Paying off a deemed loan (while still employed) (5 replies)
  29. Excess Annual Additions (0 replies)
  30. ADP Test in Plan Termination Year (2 replies)
  31. Can QNEC be used to pass ACP (3 replies)
  32. Hardships Not Allowed From Safe Harbor Plans (3 replies)
  33. safe harbor hardships from deferrals (4 replies)
  34. Match Eligibility (0 replies)
  35. Why can't you impute disparity to QNEC's? (0 replies)
  36. Is it possible to have an account distributed while waiting for divorce proceedings to start (3 replies)
  37. Please help: K-1 Info: (9 replies)
  38. Loan overpayments - What do you do ? (15 replies)
  39. HCE Rate Groups (4 replies)
  40. Top Heavy Minimum Contributions (2 replies)
  41. Rollover of after-tax (1 reply)
  42. Stupid Questions - Catch-Ups (8 replies)
  43. Asset Acquisition / Leased Service / Subsequent Hire (3 replies)
  44. Due date for top-heavy minimum (2 replies)
  45. EAPs and 401(k)s (10 replies)
  46. Prhibited Transaction (2 replies)
  47. Temporary Employee Hired Full-Time (4 replies)
  48. Excess Contributions - Deduction and return of money question (0 replies)
  49. top 20% (1 reply)
  50. Investment Policy Statement (2 replies)
  51. Why is there the three month rule for Safe Harbor Plans (2 replies)
  52. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements? (4 replies)
  53. Interpretation of Entry Date - First Payroll (5 replies)
  54. Puerto Rico QDRO? (0 replies)
  55. deposit overages (5 replies)
  56. Employer Match Contribution Maximum based on definition of Compensation (3 replies)
  57. highest allocation rate for key employee (1 reply)
  58. help w/ vested percentage (13 replies)
  59. HCE transferred from Non-safe harbor to safe harbor plan could violate safe harbor requirements (4 replies)
  60. Elective Deferrals from Bonuses (0 replies)
  61. Private Letter Rulings (1 reply)
  62. COMPANY B PURCHASES ONLY THE ASSETS OF COMPANY A. COMPANY A HAS A 401K PLAN COMPANY B DOES NOT HAS A PLAN. WHAT HAPPENS TO CO. A PLAN"? (2 replies)
  63. Purchasing an annuity contract with defined contribution money (15 replies)
  64. Deferrals and limits that affect other participants (4 replies)
  65. Is a 1% owner of an S-Corp considered an HCE for ADP testing (10 replies)
  66. Defaulted Participant loan as prohibited transaction (3 replies)
  67. Fiduciaries Responsibilities on Defaulted Loans (1 reply)
  68. Safe Harbor 401k Plans - Proposed Regs for Safe Harbor Match eligibility (3 replies)
  69. Intentionally Defaulting on a Loan (9 replies)
  70. How do you give the Top Heavy minmum contribution (2 replies)
  71. I have a client whose business is being (or has been) taken over as an asset purchase. (4 replies)
  72. Summary Annual Report (8 replies)
  73. Refinancing loan for primary residence (4 replies)
  74. Transfers between union and nonunion plans. (8 replies)
  75. Two Plan Documents (8 replies)
  76. ADP Testing when utilizing the otherwise non-excludables (1 reply)
  77. "Participants" in a 401(k) plan (34 replies)
  78. ADP/ACP Testing (1 reply)
  79. Eligible for catch-ups? (3 replies)
  80. plan amendment (6 replies)
  81. Loan fees paid by participant (9 replies)
  82. Articles on the dangers of "Self Trustee" K plans (1 reply)
  83. Multiple Employer Plan (7 replies)
  84. Contribution greater than compensation? (3 replies)
  85. In-Service Withdrawal Window? (0 replies)
  86. PS 58 Costs (2 replies)
  87. Wording for SAR distributions (2 replies)
  88. One man show businesses and ERISA (2 replies)
  89. Form w-2 (2 replies)
  90. Safe Harbor 401(k) Match Discretionary? (4 replies)
  91. affiliated service group - esop and non-esop (2 replies)
  92. Compensation Limits to be an HCE for 2004 and 2005 (1 reply)
  93. Death of Plan Sponsor (1 reply)
  94. When can you amend to exclude HCE from plan participation? (2 replies)
  95. Catch-up and the short plan year (0 replies)
  96. Catch-Up Limits in Off-Calendar Year Plans (2 replies)
  97. Short Plan year (3 replies)
  98. Involuntary Cash-Outs (1 reply)
  99. 1 Person 401(k) Plan - Required Contribution Amount? (2 replies)
  100. Feedback to prior post re: IRS audit (2 replies)
  101. Pros & Cons on Default Investments in 401k (2 replies)
  102. Revenue Sharing (15 replies)
  103. Receiving comission on your own plan? (8 replies)
  104. Omitted employee's contribution for last year and 8 months. How do we handle this? (8 replies)
  105. $26,000 Market adjustment on a fixed account at surrender of annuity (3 replies)
  106. Termination of 401(h) plan- not sure how to distribute 401(h) assets (1 reply)
  107. Does anyone have a one to two page marketing document for selling safe Harbor plan design? (2 replies)
  108. Spousal consent forgery (3 replies)
  109. Profit Sharing Contribution (2 replies)
  110. QDRO: Participant has an outstanding loan (2 replies)
  111. Notice of optional form of benefit elimination (4 replies)
  112. Plan Assets - Sole Proprietors (6 replies)
  113. Short Initial Plan Year (2 replies)
  114. Include Puerto Rican residents in plan testing? (13 replies)
  115. bottom up qmac (1 reply)
  116. One Person 401(k) Plan...Not a Simple Plan? (4 replies)
  117. Puerto Rico Participants (2 replies)
  118. In service withdrawls and rollovers (4 replies)
  119. Conditional Adoption of Plan (1 reply)
  120. incorrect social secutity number (25 replies)
  121. 5% Owner Definition - Key Employee (2 replies)
  122. SPD Distribution (3 replies)
  123. Excess Deferral Discovered after April 15th (8 replies)
  124. valid exclusion (7 replies)
  125. New Entity General Testing (0 replies)
  126. Timing of forfeiture use (10 replies)
  127. FOREIGN BASED EMPLOYEES (0 replies)
  128. Contribution Payment Method Requirements (2 replies)
  129. Leased Employee? (3 replies)
  130. Temporary Employees (8 replies)
  131. Deferral of excess contributions that woud otherwise be returned after a failed test (1 reply)
  132. Excel formula to allocate basic Safe Harbor Match contribution (4 replies)
  133. Definition of Calendar Year Plan (1 reply)
  134. Rollover 401k? (4 replies)
  135. new job (1 reply)
  136. short plan year and entry dates (6 replies)
  137. Deductible Traditional IRA to a 401k (4 replies)
  138. Top Heavy Test - only key employees in the plan (6 replies)
  139. Prohibited Transaction?? (9 replies)
  140. Participant Loans (3 replies)
  141. 401(k) Safe Harbor Plan (2 replies)
  142. 2004 Section 401(a)17 Limit Compensation Limit is..? (2 replies)
  143. De minimis exception to requirement to allocate earnings to participants? (1 reply)
  144. QDRO not entered before Alternate Payee's death...what do you do? (1 reply)
  145. Changes in deferral pescentages - how often is OK? (6 replies)
  146. Coversion to Safe Harbor (3 replies)
  147. Mandatory Roll OUt (2 replies)
  148. 403(b) rollover to a 401(k) ... OK? (1 reply)
  149. Union Employee's (0 replies)
  150. Canadian Benefits Question (1 reply)
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