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401(k) Plans

19,275 topics in this forum

  1. Prior Year ADP & Current Year ACP Testing

    By Guest ChopperPilot,
    • 4 replies
    • 1.7k views

  2. Can a trust sponsor a 401(k)?

    By KEM,   
    • 12 replies
    • 1.7k views

  3. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  4. Davis Bacon and plan expenses

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.7k views

  5. Self Employed

    By Randy Watson,
    • 7 replies
    • 1.7k views

  6. Blackout Notice and transfer question

    By wsp,
    • 2 replies
    • 1.7k views
    • wsp
    • wsp

  7. SECURE 2.0 - Mandatory Auto Enrollment for New 401(k) Plans (What is considered "new"?)

    By youngbenefitslawyer,
    • 9 replies
    • 1.7k views

  8. Union employees & standardized prototype

    By Jean,
    • 4 replies
    • 1.7k views

  9. 1004 hours worked in 2004, paid for 995 in 2004

    By Guest 401ksrus,
    • 2 replies
    • 1.7k views

  10. Safe Harbor 401(k) Plan

    By Guest Joe Vasko,
    • 1 reply
    • 1.7k views

  11. 401(k) Safe Harbor plan - newly acquired adopting employer

    By Guest usafa89,
    • 4 replies
    • 1.7k views
    • GMK
    • GMK

  12. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath,
    • 5 replies
    • 1.7k views

  13. Starting a 401k with 1 month left in the year

    By Santo Gold,
    • 4 replies
    • 1.7k views

  14. In the SPD of a cross-tested plan (several different profit sharing co

    By k man,
    • 1 reply
    • 1.7k views

  15. Are catch-up contributions limited to K plans?

    By Jed Macy,
    • 1 reply
    • 1.7k views
    • MGB
    • MGB

  16. 410(b) violation - how to best correct

    By Guest Marjorie Rogers,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  17. 415 correction

    By Guest nlamorte,
    • 1 reply
    • 1.7k views

  18. Reporting Removal of Excess Deferrals

    By Guest Rob Walter,
    • 1 reply
    • 1.7k views

  19. Forfeiture allocation timing

    By Guest EPS2,
    • 1 reply
    • 1.7k views

  20. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed?

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

  21. If a safe harbor 401(k) p/s plan allows discretionary p/s contribution

    By Guest Thornton,
    • 4 replies
    • 1.7k views

  22. Can an employer amend a profit sharing plan midway through a given plan year to add a last-day-of-the-year employment requirement as a condition for receiving a profit sharing contribution?

    By billfgrady,
    • 3 replies
    • 1.7k views
    • Alf
    • Alf

  23. Safe Harbor 401(k) Plans - usual to provide contributions to HCEs as w

    By John A,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  24. Over Paid Match

    By Guest lgm,
    • 6 replies
    • 1.7k views

  25. Maximum Loan in Daily Valuation Plan

    By Guest jmourgos,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  26. Ratio Percentage Test

    By billfgrady,
    • 4 replies
    • 1.7k views

  27. One employer with both 401k and 403b plans

    By dmb,
    • 3 replies
    • 1.7k views

  28. 401(k) for an unincorporated business

    By Lori H,
    • 4 replies
    • 1.7k views

  29. Required Minimum Distributions

    By Guest hitt24,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  30. Coversion of SIMPLE 401K to Safe Harbor 401k

    By Guest fusiuser,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  31. Multiple Employer Plan Testing

    By DTH,
    • 2 replies
    • 1.7k views

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

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

  33. Roth Buy Back

    By Mr Bagwell,   
    • 13 replies
    • 1.7k views

  34. 1099 Income for Partner

    By Rai401k,
    • 3 replies
    • 1.7k views

  35. QACA and 1 Year Wait

    By Guest Pension Girl,
    • 1 reply
    • 1.7k views

  36. Add-in Mandatory Cash-out

    By Guest ebailey,
    • 2 replies
    • 1.7k views

  37. ADP refunds following a hardship

    By K2retire,
    • 2 replies
    • 1.7k views

  38. ACP earnings

    By Guest Phil Schwartz,
    • 3 replies
    • 1.7k views

  39. Suspensing Money

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

  40. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  41. Hardship after loan default

    By Bird,
    • 6 replies
    • 1.7k views

  42. Deferral & SH Match on comp. over $255k

    By Guest Achilles,
    • 3 replies
    • 1.7k views

  43. Can a defaulted loan satisfy a minimum distribution?

    By Guest Frank Jackson,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  44. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS,
    • 1 reply
    • 1.7k views
    • Alf
    • Alf

  45. Late Deposit of 401(k) Deferrals / Form 5330

    By 415 Limit,
    • 3 replies
    • 1.7k views

  46. 401(k) Testing

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

  47. Rollover from traditional IRA to 401(k) plan

    By Guest TaxedToDeath,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. Top Heavy required? When different elgibility dates for 401(k) and Pro

    By Guest William Lehman,
    • 4 replies
    • 1.7k views

  49. Death of Participant

    By Earl,
    • 9 replies
    • 1.7k views

  50. Can expenses associated with a pooled account option be taken pro-rata

    By John A,
    • 6 replies
    • 1.7k views
    • RCK
    • RCK
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