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401(k) Plans

19,321 topics in this forum

  1. Does an employer have to double up on deferrals if the payroll departm

    By Guest Tara Curran,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  2. Does an Employer pay an excise tax on de minimus excess contributions?

    By Guest Stone Cowboy,
    • 1 reply
    • 2.1k views
    • RCK
    • RCK

  3. Does an estate need to apply for a tax ID to receive a benefit?

    By MR,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  4. Does anybody know of a "best of the best" type product for p

    By SMB,
    • 7 replies
    • 2k views

  5. Does anyone have a "maybe" safe harbor notice?

    By jkharvey,
    • 1 reply
    • 1.8k views

  6. Does anyone have a good checklist of things to ask the client for when

    By Guest Juracek,
    • 7 replies
    • 1.7k views
    • Guest
    • Guest

  7. Does anyone have a good model notice for negative (automatic) election

    By Guest John C. Forrester,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  8. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

    By Guest jhilliard,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  9. Does anyone have a sample participant notice announcing the adoption o

    By Guest Alison Putnam,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  10. Does anyone have any samples of intergrated with SS allocations? How changing your PS allocation to be integrated with SS would change how much the "older" workforce would receive?

    By Guest jhilliard,
    • 3 replies
    • 1.3k views

  11. Does anyone have plans with two different vesting schedules going -- o

    By Guest MMorgan,
    • 8 replies
    • 4k views
    • PMC
    • PMC

  12. Does anyone know what discrimination testing is required for TSA plans

    By Guest Juracek,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  13. Does anyone know where I can get an example of how to compute the 5330

    By Guest Phil L.,
    • 10 replies
    • 3.3k views

  14. Does anyone use ftWilliams admin software?

    By jessica401(k),
    • 11 replies
    • 3.1k views

  15. Does being a director of a non-profit corporation equate to voting pow

    By Earl,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  16. Does compensation have to be full year for Average Benefit Percentage

    By John A,
    • 2 replies
    • 1.5k views

  17. Does corporate resolution to make a discretionary contribution create legal obligation to do so?

    By Belgarath,
    • 4 replies
    • 744 views

  18. Does deferred restricted stock count as compenstation for determining

    By Guest Blindman,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  19. Does disobeying the written plan tax-disqualify the plan?

    By Peter Gulia,
    • 7 replies
    • 1.4k views

  20. Does EPCRS require calculating and depositing "earnings on earnings" for missed contributions?

    By ERISA guy,
    • 2 replies
    • 642 views

  21. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 531 views

  22. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1,
    • 1 reply
    • 1.3k views

  23. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  24. Does Key EE Catch-up contribution trigger top heavy contribution?

    By Lori Foresz,
    • 9 replies
    • 4.8k views

  25. Does last day worked mean last day worked?

    By TPApril,
    • 14 replies
    • 1.6k views

  26. Does loan policy need to be tested for non-discrimination?

    By Richard Anderson,
    • 3 replies
    • 1.3k views

  27. Does measuring period for break in service change upon rehire

    By Jim Chad,
    • 2 replies
    • 701 views

  28. Does Merger of 401(k) plans accelerate vesting?

    By Guest IRISH79,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  29. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  30. Does partner get contribution after leaving

    By jkharvey,
    • 2 replies
    • 1.2k views

  31. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  32. Does Safe Harbor Matching Contr count toward meeting Top Heavy requirement

    By Guest nancy814,
    • 2 replies
    • 2k views

  33. Does stock held in a trust count toward HCE status for ADP testing pur

    By Guest MAWalsh,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  34. Does sungard plan language require coverage and contributions?

    By Floridaattorney,
    • 2 replies
    • 1.2k views

  35. Does that mean that one would not pass it even if one runs the ACP or ADP test?

    By Guest Enda80,
    • 4 replies
    • 1.3k views

  36. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

    By Guest Thornton,
    • 4 replies
    • 2k views

  37. Does the incidental benefit rule for life insurance apply to elective

    By Guest John Nelson,
    • 3 replies
    • 2.4k views

  38. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  39. Does the same desk rule apply if the new and old employers are not rel

    By John A,
    • 3 replies
    • 2k views

  40. Does this 401k get a new plan sequence number?

    By Guest steve55,
    • 4 replies
    • 8k views

  41. does this constitute a controlled group?

    By Lori H,
    • 1 reply
    • 1k views

  42. Does this plan have an impermissible hardship provision and if so, wha

    By John A,
    • 3 replies
    • 2.1k views

  43. Does this qualify as buying a house for 30 year loan or hardship

    By Jim Chad,
    • 1 reply
    • 864 views

  44. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H,
    • 7 replies
    • 5.3k views

  45. Does this stink?

    By austin3515,
    • 6 replies
    • 1.2k views

  46. Does this vesting schedule and definition of year of service satisfy ERISA requirements?

    By Guest MapleUno,
    • 8 replies
    • 2.5k views

  47. Does this work: a profit-sharing contribution based on compensation, a

    By Guest Kelly R,
    • 17 replies
    • 2.2k views

  48. Does time after termination (but receiving pay) count towards service hours

    By Guest Iwonder,
    • 4 replies
    • 1.3k views

  49. Does universal availability apply to Roth 401(k) options?

    By Guest darkdarcy,
    • 1 reply
    • 1.9k views

  50. Does vesting credit at separated firm count?

    By Jim Chad,
    • 2 replies
    • 943 views
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