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401(k) Plans

19,321 topics in this forum

  1. Merger of Safe Harbor plan to non safe harbor

    By Guest Mk9522,
    • 7 replies
    • 5.4k views

  2. Freezing a definined contribution plan

    By 30Rock,
    • 2 replies
    • 2.3k views

  3. Limiting 401(k) deferrals to use catch-up to pass ADP

    By drakecohen,
    • 6 replies
    • 1.1k views

  4. Spinoff

    By Guest Eagle54,
    • 2 replies
    • 1.2k views

  5. Met eligibility, terminated before entry, rehired

    By kwalified,
    • 3 replies
    • 2k views

  6. Loan defaulted due to administrative issue

    By katie58,
    • 1 reply
    • 846 views

  7. Non-US Citizen as Trustee?

    By austin3515,
    • 1 reply
    • 2.5k views

  8. 401K Rollover leave company and rehired in same year

    By Guest Crashdavis,
    • 6 replies
    • 5.7k views

  9. Prototype - Was 401k, now PS Only

    By austin3515,
    • 5 replies
    • 1.2k views

  10. Limit safe harbor contribution to HCEs

    By WhoLetTheDogsOut,
    • 18 replies
    • 6.7k views

  11. Exclusion of Collectively Bargained Employees - CBA not finalized

    By holdco,
    • 0 replies
    • 892 views

  12. Hurrican Sandy Hardship Withdrawal

    By Gruegen,
    • 1 reply
    • 1.2k views

  13. PBGC 120% Lump Sum Factor at deferred age 65

    By §#$%!,
    • 3 replies
    • 1.8k views

  14. I know you can offer an enhanced Safe Harbor Match...

    By Lori H,
    • 5 replies
    • 1.2k views

  15. Hurricane Sandy Relief

    By 401_4_ever,
    • 1 reply
    • 974 views

  16. Carryover 10 year term?

    By austin3515,
    • 10 replies
    • 1.3k views

  17. Safe Harbor - Exclude HCE's EXCEPT Owners

    By austin3515,
    • 5 replies
    • 2.6k views

  18. Employee rehired as part time

    By Guest coconut695,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  19. PArticipant Loanms - 50K Limit

    By austin3515,
    • 6 replies
    • 1.3k views

  20. QACA AND REHIRES

    By Guest Mk9522,
    • 1 reply
    • 2.3k views

  21. Eligible to excluded class, loan payments

    By Guest sviola,
    • 1 reply
    • 1.3k views

  22. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE,
    • 14 replies
    • 14.5k views
    • Guest
    • Guest

  23. Waive Service REquirements

    By austin3515,
    • 3 replies
    • 1.1k views

  24. Personal residence hardship

    By shERPA,
    • 9 replies
    • 1.9k views

  25. Rollovers of Participant Loans

    By austin3515,
    • 8 replies
    • 3.2k views

  26. "Retirement Plan" Box on Form W-2

    By Guest notapensiongeek,
    • 3 replies
    • 1.7k views

  27. Catch-up and off-plan years

    By fiona1,
    • 20 replies
    • 2.6k views

  28. Option to *not* defer on bonus comp?

    By Guest Jay345,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  29. SH 401(k) excluding new control group employees

    By M Norton,
    • 3 replies
    • 1.4k views

  30. Family attribution apply in Top Paid Group election?

    By kwalified,
    • 8 replies
    • 3.4k views

  31. QDIA w/ Target DAte Funds

    By austin3515,
    • 1 reply
    • 1k views

  32. Eligible for Distribution due to change in controlled group membership?

    By jmartin,
    • 2 replies
    • 1.1k views

  33. US plan with one Puerto Rico resident

    By K2retire,
    • 6 replies
    • 10.9k views

  34. Failure to notify employee of 401K eligibility

    By Guest mission444,
    • 4 replies
    • 17.2k views

  35. Maximum Loan Amount

    By DTH,
    • 1 reply
    • 814 views

  36. multiple employer 401k plan doc

    By Guest ghal,
    • 1 reply
    • 960 views

  37. RMD's (QDRO related)

    By Nassau,
    • 1 reply
    • 2k views

  38. 4 plans merging into 1

    By justatester,
    • 0 replies
    • 664 views

  39. Employee using another's SS

    By cpc0506,
    • 5 replies
    • 924 views

  40. Fee Disclosure-"annually thereafter"

    By Randy Watson,
    • 9 replies
    • 2.6k views

  41. Finding Missing Participants

    By Guest CarolynA,
    • 3 replies
    • 1.4k views

  42. Participant Disclosure and Plan Amendment

    By Jennifer D.,
    • 3 replies
    • 1k views

  43. One-to-one ADP correction & top heavy

    By R. Butler,
    • 0 replies
    • 914 views

  44. 401K Loan to Charity

    By Guest John P.,
    • 0 replies
    • 969 views
    • Guest
    • Guest

  45. Un-Terminate a Plan

    By Dougsbpc,
    • 4 replies
    • 2.2k views

  46. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  47. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB,
    • 1 reply
    • 1.5k views

  48. Missed RMDs for numerous years

    By cpc0506,
    • 6 replies
    • 1.9k views

  49. Hours of Service - Use of Different Equivalencies Within Single Plan

    By Guest Lane,
    • 1 reply
    • 1.4k views

  50. Valid Document or Not

    By cpc0506,
    • 1 reply
    • 807 views
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