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  1. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act (0 replies)
  2. Maximum contributions in 403(b) apply to 401(k)? (1 reply)
  3. What to do with after tax 401K contributions (3 replies)
  4. An integrated plan; top heavy; and 401(a)(4) (1 reply)
  5. Terminated Participant Loans (0 replies)
  6. Eligible Employee Omitted from 401(k). How do we fix the lost deferra (3 replies)
  7. safe harbor 401(k) (4 replies)
  8. ESOP match is based on deferrals to a separate 401(k) - is this OK an (3 replies)
  9. Distribution payable to alternate payee and another person? (5 replies)
  10. Plan year end different than Company's year end - Determine deduction (1 reply)
  11. hardship distribution (7 replies)
  12. What does a 401k plan do when they receive a notice of rejection from (6 replies)
  13. Is the annual deferral limit pro-rated if plan adopted mid-year? (4 replies)
  14. Can A Corporation Be Half Safe Harbor (1 reply)
  15. Can employee 401(k) contributions be made from severance pay? (7 replies)
  16. sale of assets of corporation (1 reply)
  17. How to take loan from 401(k) as owner of S corp and LLC (3 replies)
  18. Any guidance on who has the responsibility for monitoring 402(g) limit (9 replies)
  19. Timing for testing? (2 replies)
  20. What is the latest date that an existing 401(k) plan has to adopt the (3 replies)
  21. Deferred sales charge paid by employer (4 replies)
  22. Can employee/children of self employed individual be covered under a m (1 reply)
  23. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul (0 replies)
  24. Life insurance -- Incidental benefit rules applies on a cumulative bas (3 replies)
  25. Allocating forfeitures to individuals who decide not to participate in (9 replies)
  26. Can custodian pocket the "float" interest earned on plan acc (4 replies)
  27. Commonly Controlled Businesses (1 reply)
  28. Can a plan administrator allow a hardship withdrawal without requiring (10 replies)
  29. Participant cannot be reached to make a deferral election. (3 replies)
  30. Two dc plans to get 25% deduction for employer? (2 replies)
  31. Recordkeeper for Plan without Assets (3 replies)
  32. First Year Safe Harbor 401(k) Plan (1 reply)
  33. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status? (0 replies)
  34. Employee Deferrals - how long is too long? Does a long lag affect ear (12 replies)
  35. Amendment period (10 replies)
  36. Looking for reasonably priced 401(k) testing & admin software (1 reply)
  37. 2000 hours for a match??? (7 replies)
  38. Bundled Service Provider & a TPA (1 reply)
  39. Rollovers to a plan that does not allow rollovers. (0 replies)
  40. Are employees of a company that uses a PEO considered to have terminat (0 replies)
  41. Pay plan expenses from forfeitures (0 replies)
  42. How to calculate aggregate profit sharing contribution for a sole prop (4 replies)
  43. Elective deferral limits - what authority allows plan to set limits th (5 replies)
  44. Permissive top heavy aggregation (union ees?) (6 replies)
  45. Fixing missed top-heavy contributions: OK to retroactively contribute (8 replies)
  46. PLR: In applying same desk rule, it is not relevant whether a transfer (1 reply)
  47. Penalties for failure to maintain ERISA Bond (0 replies)
  48. Regulations for the Virgin Islands (0 replies)
  49. Safe Harbor 401(k) Can ER max salary deferral even though other EE's d (3 replies)
  50. Remedy for late transfer of employee contributions to 401(k)plan. (5 replies)
  51. Must 1099'd individuals be included in new 401(k) plan? (1 reply)
  52. How to merge two 401(k) plans? (3 replies)
  53. What are the penalties for the withdrawal of earnings (after 12/31/19 (0 replies)
  54. Client says 401(k) plan has to contain domestic partner benefit provis (5 replies)
  55. Can loan be earmarked as coming from the employer matching contributio (5 replies)
  56. ADP test failed but HCE already has rolled over his account to an IRA (1 reply)
  57. Can loan be taken by spouse of shareholder? (2 replies)
  58. Correction Steps when failure of more than one limit (0 replies)
  59. Minimum participation requirements; how to treat rehired employees who (9 replies)
  60. Is a plan amendment to change a plan year automatically negated due to (3 replies)
  61. Looking for sample investment policy for 401(k) plan (3 replies)
  62. Can a plan allow a matching contribution that's greater than 100% of t (3 replies)
  63. In the SPD of a cross-tested plan (several different profit sharing co (1 reply)
  64. Form 5330 (for excise tax due to late contributions of elective deferr (2 replies)
  65. switching from a 401 (k) to a defined benefit plan. (0 replies)
  66. Deferral % exceeds max in plan doc (6 replies)
  67. How much can be taken out as a hardship distribution, after a particip (5 replies)
  68. What happens to an outstanding loan against 401(k) as owner of C corp (3 replies)
  69. to merge or terminate... (1 reply)
  70. Order for Correction when failure of more than one limit (2 replies)
  71. Bonuses counted in a 401(k) safe harbor plan (4 replies)
  72. Amend plan document to prohibit direct rollovers? (16 replies)
  73. Plan administrator/trustee/sponsor is gone; how should admin consultan (0 replies)
  74. Employer Stock in a Conduit IRA (4 replies)
  75. When must acquired employees enter 401(k) plan after merger? (3 replies)
  76. Form 5500 Archive Link (7 replies)
  77. Prohibited Transaction? Son as broker? (1 reply)
  78. Subject: Using Yr. #1 Forfeitures in Yr. #2 (0 replies)
  79. Distribution permitted? 401(k)(10) rules and Same Desk (6 replies)
  80. Not a MEWA simply because we share common BOD members? (1 reply)
  81. Can a union sponsor a 401(k) plan? (4 replies)
  82. Overpayment to terminated participant (13 replies)
  83. "Bridge" loans on plan termination (1 reply)
  84. Double Deductibility = "flip-flop" ?? (0 replies)
  85. 2 Person Non-Profit 401(k) (2 replies)
  86. Loan as a rollover from one employer 401(k) to new er 401(k) plan (7 replies)
  87. Coverage test for 401(m) portion of plan (1 reply)
  88. Top Heavy 401k Plan (3 replies)
  89. 401(K)- Need guideliness for inclusion of agency temps in company plan (0 replies)
  90. Is an employer required to withhold 401(k) deferrals on income in resp (1 reply)
  91. Loss of controlled group status/timing of spin-off for prototype plan? (1 reply)
  92. Can a 401(k) participant buy securities on margin within his or her se (6 replies)
  93. Getting Participants to Sign Waiver Regarding Self-Direction of 401(k) (2 replies)
  94. Multiple Employer Welfare Arrangements (MEWA) (5 replies)
  95. Death Benefit with loan (4 replies)
  96. Loan Fees (2 replies)
  97. Top Heavy Minimum Contribution (2 replies)
  98. Can Plan accept rollover of funds previously distributed for QDRO? (3 replies)
  99. Responsibility of new TPA for error by prior TPA (4 replies)
  100. Terminated Participants charged their share of fees. (9 replies)
  101. Plan Sponsor/Trustee responsible for losses or forfeiture investments? (3 replies)
  102. LLC members & loans (6 replies)
  103. same desk rule (0 replies)
  104. Investment Fees (2 replies)
  105. After-Tax Basis Recovery (1 reply)
  106. Combining employee elective deferrals and company match contributions (3 replies)
  107. penaly tax for late 401K deposits (0 replies)
  108. Where do I file an ERISA complaint? (2 replies)
  109. 404(c) statement to particpants (8 replies)
  110. Personal Brokerage Accounts in 401(k) Plans (25 replies)
  111. ADP Refund (3 replies)
  112. Bottom Up QNECS (1 reply)
  113. SIMPLE 401(k) plan - two HCEs have exceeded the 415 limits - deferrals (2 replies)
  114. My employer terminated our 401(k) plan and transferred our assets to a (5 replies)
  115. Excess Annual Additions (2 replies)
  116. Hardship Questions - 1) if too little paid initially 2) include deferr (0 replies)
  117. Plain English coverage explanation (0 replies)
  118. How is the match on excess deferrals treated? (0 replies)
  119. Is this a successor plan for 401(k) safe harbor purposes? (2 replies)
  120. Outstanding Plan Loans at Plan Termination (1 reply)
  121. Compliance with DOL and IRS (18 replies)
  122. "true up" matching contributions on new participants (1 reply)
  123. Is there an exception to the multiple use test for a Plan amendment? (1 reply)
  124. ADP/ACP test (1 reply)
  125. 401(k) Illustration Software (1 reply)
  126. 401(k) Plan w/o NHCE (6 replies)
  127. Plan Loans (2 replies)
  128. Questions when interviewing new Plan Council (1 reply)
  129. Safe Harbor Nonelective in Integrated Plan (0 replies)
  130. ADP Test in Control Groups (2 replies)
  131. Must a 5310-A form be filed? (3 replies)
  132. 401k NET PAY CALCULATIONS (1 reply)
  133. Hardship Withdrawal for Purchase of Residence (1 reply)
  134. 401 k rollover problem (6 replies)
  135. Can a stated match be amended to a lower rate? (2 replies)
  136. rollover ira transfer to qualified plan (conduit ira) (4 replies)
  137. J&S distribution/spousal consent (0 replies)
  138. CD's as Securities (1 reply)
  139. "Bad" 401(k) safe harbor notice? (1 reply)
  140. Just took over a top-heavy plan, but no TH Employer contributions sinc (5 replies)
  141. ADP/ACP Testing Question (5 replies)
  142. Administrative fees for distribution (3 replies)
  143. IRS Determination Letter (1 reply)
  144. Reporting Removal of Excess Deferrals (1 reply)
  145. Any problems or concerns when a 401(k) plan covers only Non-Highly Com (2 replies)
  146. Aggregation of excess deferrals of unrelated plans? (1 reply)
  147. Employee incorrectly classified as HCE (1 reply)
  148. How will the prior year/current year elections be affected if an emplo (1 reply)
  149. Trust ID Numbers (3 replies)
  150. QNECs (10 replies)
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