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401(k) Plans

19,451 topics in this forum

  1. Safe Harbor Match

    By Guest M. Martin,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  2. Top heavy contribution and leave of absence

    By blue,
    • 0 replies
    • 1.5k views

  3. Loan delinquency Notices

    By Guest BigBish,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  4. revised safe harbor notice

    By Tom Poje,
    • 0 replies
    • 1.5k views

  5. first year safe harbor

    By wsp,
    • 2 replies
    • 1.6k views

  6. Must optional testing choices be in plan?

    By Guest hyper,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  7. 401k Loan -No Payments Ever Made

    By goldtpa,
    • 7 replies
    • 2.5k views

  8. Fraudulent Use of Social Security Number

    By Below Ground,
    • 4 replies
    • 2.1k views

  9. STN & Matrix trust companies

    By Stevo-PDX,
    • 0 replies
    • 1.8k views

  10. 2005 Contributions Not Paid

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.4k views

  11. Distribution to Bene's

    By Guest Twinky,
    • 8 replies
    • 2.1k views
    • Guest
    • Guest

  12. Controlled Group Top Heavy Testing

    By Guest MikeD,
    • 1 reply
    • 2k views

  13. Free 5500 Database

    By Guest GGSMS,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

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

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

  15. 401(k) and life insurance

    By Guest PensionDesign,
    • 4 replies
    • 2.3k views

  16. Deferrals in Multiple Employer Plan

    By Guest Ken C,
    • 2 replies
    • 1.4k views

  17. Auto Enrollment

    By Guest perplexedbypensions,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  18. Short Plan Year Audit Reports

    By Guest lhorne,
    • 3 replies
    • 4.4k views
    • Guest
    • Guest

  19. ADP refunds, Pre-Tax,a dn ROth Deferrals

    By buckaroo,
    • 2 replies
    • 3.5k views

  20. USERRA

    By Guest sritts,
    • 6 replies
    • 1.9k views

  21. Formal Plan Termination

    By commishvp,
    • 2 replies
    • 1.8k views

  22. Payments to PBGC for Missing Participants (PPA)

    By J. Bringhurst,
    • 0 replies
    • 1.2k views

  23. Benefits National Company Document

    By rcline46,
    • 2 replies
    • 1.3k views

  24. Distribution Fees

    By Guest stevena1,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  25. Excluding Part-Time Employees

    By Guest mbaca,
    • 1 reply
    • 1.2k views

  26. Auto Enrollment

    By Guest perplexedbypensions,
    • 3 replies
    • 1.4k views
    • RCK
    • RCK

  27. Relius and distributions

    By Guest stevena1,
    • 3 replies
    • 1.6k views

  28. 401k and 403b from same sponsor

    By Guest ABCI,
    • 1 reply
    • 1.2k views

  29. Catchup Contributions - "Plan Imposed Limit"

    By ERISA1,
    • 0 replies
    • 1.6k views

  30. Adopting Employer

    By Guest lswhittle,
    • 3 replies
    • 4.1k views
    • Guest
    • Guest

  31. Excluding Partners

    By Guest moltengater,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  32. Match Formula

    By Guest DTromb,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  33. Selective use of last day requirement

    By Guest Dave Peckham,
    • 1 reply
    • 1.7k views

  34. Increasing Tiered Matches

    By Guest JimmyG,
    • 4 replies
    • 2.1k views
    • RCK
    • RCK

  35. Termination vs. merger

    By chris,
    • 15 replies
    • 5.8k views
    • Guest
    • Guest

  36. Who Normally Chooses Investment Provider - Trustee or Plan Adminitrator

    By namealreadyinuse,
    • 1 reply
    • 1.3k views

  37. Family Attribution - related to eligibility for Match

    By Guest crosseyetester,
    • 1 reply
    • 1.2k views

  38. Benefits, Rights & Features Testing

    By Guest Tad77,
    • 4 replies
    • 3.5k views

  39. triple safe harbor match

    By eilano,
    • 15 replies
    • 5.5k views

  40. Another Change in Vesting Schedule Question

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

  41. Late Deferrals -Form 5330

    By amcorson,
    • 2 replies
    • 3.3k views

  42. PPA Quarterly Statement Requirement

    By Guest padmin,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  43. Custodians tracking loan information

    By Stevo-PDX,
    • 1 reply
    • 1.4k views

  44. As of trading and gain/losses

    By Guest mporterst,
    • 2 replies
    • 2.4k views

  45. Partial Plan Termination questions

    By wsp,
    • 4 replies
    • 2.1k views

  46. changing a vesting schedule

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

  47. Fideility will not tell me anything and I am only survivor

    By Guest dulan,
    • 2 replies
    • 3.6k views

  48. Rollover of Loans to another qualified plan

    By Guest Interested Party,
    • 15 replies
    • 14.1k views
    • Guest
    • Guest

  49. Death Benefits

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

  50. Normal or Separation from Service Distribution

    By Guest M.A.,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest
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