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401(k) Plans

19,423 topics in this forum

  1. Form 5330 for excess contributions

    By Guest Pat Metallic,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  2. Changing Participant's Account to a Trust

    By Guest andmik,
    • 1 reply
    • 964 views

  3. Amendment Notice - change in eligibility

    By Guest jimmybeau,
    • 3 replies
    • 1.7k views

  4. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333,
    • 6 replies
    • 1.7k views

  5. FAS 157

    By Guest CRM,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  6. safe harbor 4k plans

    By Guest DNH,
    • 8 replies
    • 1.3k views
    • Guest
    • Guest

  7. Effective Availability

    By BTG,
    • 4 replies
    • 1.6k views

  8. Safe Harbor 3% w/ Disc Match

    By Guest North Meets South,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  9. PPA Quarterly Statements

    By imchipbrown,
    • 2 replies
    • 1.9k views

  10. 401(k) deferral election exceeds available compensation (after deductions for payroll taxes, court ordered payments, loan repayments...)

    By Guest BL333,
    • 2 replies
    • 2.5k views

  11. Safe Harbor NEC to HCE

    By Guest Peggy806,
    • 2 replies
    • 1k views

  12. One-to-One Correction

    By 12AX7,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  13. VCFP vs. self correction

    By Guest CRM,
    • 2 replies
    • 6k views
    • Guest
    • Guest

  14. Multiemployer 401(k) Plan

    By PJ2009,
    • 6 replies
    • 2.3k views

  15. document sponsor in footnote on adoption agreement

    By Jim Chad,
    • 3 replies
    • 1.1k views

  16. Multiple Employer Plan to Single Employer Plan

    By justatester,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  17. Commission-Only Employees

    By Guest Tad77,
    • 5 replies
    • 3k views

  18. Match Contribution True-Up for Active Employees Only

    By buckaroo,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  19. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy,
    • 16 replies
    • 5.1k views

  20. Mandatory Cash Out

    By Guest ebailey,
    • 2 replies
    • 2k views

  21. Excess Deferral Correction

    By Guest Jill B,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  22. Husband/Wife solo 401(k)

    By Lori H,
    • 2 replies
    • 1.8k views

  23. Union EEs in ADP test

    By Guest Pat Metallic,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  24. Forfeitures to reduct Employer Contribution

    By Guest ebailey,
    • 1 reply
    • 1.3k views

  25. Davis Bacon question

    By AKconsult,
    • 6 replies
    • 1.8k views

  26. Company with SIMPLE 401k merges with Co. with 401k

    By 401king,
    • 2 replies
    • 1.5k views

  27. Company Merger / 401k and Simple IRA

    By sdix401k,
    • 1 reply
    • 2.1k views

  28. Davis Bacon question - ADP testing

    By AKconsult,
    • 0 replies
    • 2k views

  29. Amending Discretionary Match

    By pixmax,
    • 2 replies
    • 1.5k views

  30. BrightScope

    By Guest caseyb,
    • 1 reply
    • 974 views

  31. int. PS formula no longer good?

    By Guest noans,
    • 4 replies
    • 1.4k views

  32. Excluded Status - Loan Availability

    By WesleyT,
    • 2 replies
    • 1.9k views

  33. Insurance Rolled Into 401(k) Plan

    By Guest DCquestioner,
    • 2 replies
    • 2k views

  34. Plan status after acquisition?

    By Guest KRS401k,
    • 10 replies
    • 1.7k views

  35. What is reported if plan passes ratio test but has to use average bene

    By John A,
    • 5 replies
    • 2k views

  36. Form 5500 Schedule D

    By Guest Nanetta45,
    • 2 replies
    • 2.6k views

  37. Controlled Group Question

    By PFranckowiak,
    • 5 replies
    • 1.7k views

  38. ACP Failure

    By Guest esaade,
    • 1 reply
    • 1.1k views

  39. Catch-ups in ADP test

    By Guest IluvNewComp,
    • 5 replies
    • 1.4k views

  40. Lincoln National Life Insurance Prototype Document

    By blue,
    • 0 replies
    • 922 views

  41. Land Held in Profit Sharing Plan will not sell

    By Pixie,
    • 20 replies
    • 4.9k views

  42. Per Pay Period Comp, Safe Harbor Match, and True-up

    By 401king,
    • 8 replies
    • 4.6k views

  43. Temps making Loan Payments

    By Guest BigBish,
    • 4 replies
    • 1.5k views

  44. Late refund of excess deferrals & Form 5330

    By MoShawn,
    • 2 replies
    • 3.5k views

  45. EPCRS - deferral correction

    By Guest Rags,
    • 2 replies
    • 1.2k views

  46. Participant loan has to be less than 50% of vested balance?

    By Guest Lin,
    • 8 replies
    • 3.9k views

  47. loan for moving expenses

    By k man,
    • 2 replies
    • 1.7k views

  48. 401K audit - Participant loan in default

    By Guest Lin,
    • 2 replies
    • 2k views

  49. Earned Income Calculation

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

  50. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest
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