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401(k) Plans

19,321 topics in this forum

  1. I am currently analyzing the feasibility of changing our 401(k) vendo

    By Guest Nicolas Correa,
    • 6 replies
    • 2.5k views

  2. I am researching what benefits are wanted and will help to retain empl

    By Guest Lorraine Peck,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  3. I am trying to find a good example of how coverage testing works.

    By Guest hitt24,
    • 1 reply
    • 1.4k views

  4. I didn't think you could do this

    By PLAN MAN,
    • 6 replies
    • 1.8k views
    • Guest
    • Guest

  5. I have a client who is trying to clean up their plan and force out any ex-employees balances to save administration costs.

    By Guest Why,
    • 4 replies
    • 1.3k views

  6. I have a client who utilizes top paid group election for HCE determination.

    By Guest Why,
    • 12 replies
    • 3k views
    • Alf
    • Alf

  7. I have a client whose business is being (or has been) taken over as an asset purchase.

    By Guest jhilliard,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  8. I have a plan that in the document does not suspend 401(k) contributio

    By Hoard1,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  9. I have a question on excludable employees within a 401k Plan.

    By Guest Michael Anderson,
    • 5 replies
    • 2.5k views

  10. I have a simple IRA at my office, and I want to start a 401k in 2024. Do I need to rollover the funds into 401k account?

    By rbridges,
    • 6 replies
    • 1.2k views

  11. I have an established 401(k) Plan that uses prior year testing. This

    By Guest Amy Keen,
    • 10 replies
    • 1.9k views
    • MR
    • MR

  12. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359,
    • 6 replies
    • 2.1k views

  13. I have to pay back 401k loan before I am eligible for re-hire?

    By Jaclyn,   
    • 19 replies
    • 5.3k views

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

    By Lori H,
    • 5 replies
    • 1.2k views

  15. I made a DUMB mistake and wonder if anybody has any ideas for saving my butt?

    By RayJJohnsonJr,
    • 5 replies
    • 1.5k views

  16. I might be working for a government agency soon...should I put my 401(k) in 457 or 401(a)

    By Guest GoGoLucky,
    • 1 reply
    • 1k views

  17. I need help from a CPA - with qualified plan experience!

    By Guest 4Kicks,
    • 18 replies
    • 2.4k views

  18. I'm lost

    By Guest feinstein@earthlink.net,
    • 4 replies
    • 2k views

  19. I'm stumped

    By Tom Poje,
    • 6 replies
    • 1.8k views

  20. Ideal maximum 401(k) contribution rate

    By Guest planman,
    • 10 replies
    • 3.5k views

  21. Ideas for crediting hours for Home Health nursing services?

    By Guest TBick,
    • 1 reply
    • 955 views
    • Guest
    • Guest

  22. Identifying HCE's

    By Guest elang,
    • 2 replies
    • 1k views

  23. Identifying Highly Compensated Employees in initial plan year

    By billfgrady,
    • 2 replies
    • 1.3k views

  24. IDP owner only plan missed prior restatement, no DL

    By TPApril,
    • 4 replies
    • 930 views

  25. If 401(k) plan requires ppts to be active on 12/31 to receive match...

    By DayinJune,
    • 2 replies
    • 519 views

  26. 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

  27. If a plan currently performs true ups at year end, and allows deferrals from bonus, can

    By Guest jhilliard,
    • 3 replies
    • 1.3k views

  28. If a plan has age and service requirements more liberal than the statu

    By Hoard1,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  29. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1,
    • 5 replies
    • 1.6k views

  30. If a plan permits loans, can the loan be taken from the 401(k), match

    By Felicia,
    • 1 reply
    • 1.4k views

  31. If a safe habor plan (match method) offers catch-up contributions is i

    By Guest PJW,
    • 5 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest Thornton,
    • 4 replies
    • 1.7k views

  33. If an employer makes the 3% QNEC under a safe harbor plan, I understan

    By Guest,
    • 2 replies
    • 1.8k views

  34. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia,
    • 5 replies
    • 1.1k views

  35. If an employer with a 401(k) plan with a discretionary match decides t

    By Guest Phil L,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  36. If catch-up is being used in a 401(k) PS plan, is the maximum $42,000 increased by the amount of the catch up?

    By Guest stephentaft,
    • 7 replies
    • 1.8k views

  37. If deferrals have delayed effective date of 7/1, but ADP Safe Harbor Match has no Delayed Effective Date, what compensation is used to calculate match?

    By jkharvey,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  38. If employer limits elective deferrals ......

    By Guest Moe Howard2,
    • 2 replies
    • 1.1k views

  39. If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu

    By Guest Mich,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  40. If Salary Deferrals are returned due to 415 limits what should happen

    By stephen,
    • 30 replies
    • 6.9k views
    • Guest
    • Guest

  41. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

    By Guest Mich,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  42. If two 401k plans are mergering, under ERISA is there a specific timeframe during which the plan sponsor must send out a communication piece to plan participants?

    By Guest SJaramil,
    • 2 replies
    • 1.2k views

  43. Ilene Ferenczy's Article in BL Newsletter

    By austin3515,
    • 1 reply
    • 695 views

  44. Illegal alien and testing

    By Kimberly S,
    • 3 replies
    • 1.5k views

  45. Illegal Alien Issue

    By Guest smhjr,   
    • 4 replies
    • 15.2k views

  46. Illegal Aliens

    By Guest benefitsanalyst,
    • 19 replies
    • 12.3k views
    • Guest
    • Guest

  47. Illegal employee

    By Guest Mike Schwing,
    • 21 replies
    • 8.4k views

  48. Illegal for an insurance company to steer participants into their prop

    By Guest Breathnach,
    • 1 reply
    • 1.4k views

  49. illegal participants

    By Guest Betsy Oakey,
    • 13 replies
    • 2.2k views
    • Guest
    • Guest

  50. Illegal withdraw of 401k funds

    By Guest loconnell,
    • 6 replies
    • 2.4k views
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