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401(k) Plans

19,275 topics in this forum

  1. How to treat employer securities in a 401(k) and ESOP that are combined in the same plan document.

    By katieinny,
    • 6 replies
    • 1.8k views

  2. Participants investing in employer securities.

    By katieinny,
    • 10 replies
    • 2.2k views

  3. Deferral Contribution Timing

    By Guest mb4,
    • 2 replies
    • 1.3k views

  4. What is an "open" tax year ?

    By Guest hyper,
    • 7 replies
    • 9.1k views
    • Guest
    • Guest

  5. Multiple Emploer/Safe Harbor

    By Guest Giovanni,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  6. Catch-up Question

    By MBCarey,
    • 2 replies
    • 1.2k views

  7. 945's & 1096's

    By austin3515,
    • 6 replies
    • 2k views

  8. Participant with loan is filing Bankruptcy

    By Guest mmc,
    • 7 replies
    • 2.5k views

  9. Catch-Up Contributions & 415 limit

    By Guest moltengater,
    • 1 reply
    • 1.6k views

  10. Bottom Up QNEC question

    By fiona1,
    • 9 replies
    • 2.7k views

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

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

  12. Beneficiary on a Life Policy

    By Guest MrT,
    • 11 replies
    • 2.8k views

  13. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc,
    • 2 replies
    • 1.2k views

  14. C3 exam

    By Guest alabama,
    • 7 replies
    • 1.5k views
    • Guest
    • Guest

  15. Life Insurance Policy in 401(k) Plan

    By Guest michelle02,
    • 3 replies
    • 2.3k views

  16. Loan in excess of 50%

    By Guest rgorman,
    • 3 replies
    • 1.5k views

  17. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC?

    By JDuns,
    • 0 replies
    • 1.2k views

  18. Redemption Fees

    By Guest cgodfrey,
    • 4 replies
    • 1.7k views

  19. FIdelity Bonding Coverage

    By stevena,
    • 9 replies
    • 4.2k views
    • Guest
    • Guest

  20. Compensation

    By Guest mk2308,
    • 10 replies
    • 1.7k views
    • Guest
    • Guest

  21. 401(k) Plan w/ LLC with negative K1

    By mschwechter,
    • 2 replies
    • 1.5k views

  22. targeted vesting

    By Guest moltengater,
    • 4 replies
    • 1.2k views

  23. Stock Options and Ownership Attribution

    By Guest Midas,
    • 3 replies
    • 1.7k views

  24. Passive (Automatic) Enrollment

    By k man,
    • 1 reply
    • 1.2k views

  25. Missing assets found plan termed 2 years ago

    By Guest padmin,
    • 7 replies
    • 1.5k views

  26. 3% Non-Elective Contribution

    By Guest jkrad,
    • 2 replies
    • 1.6k views

  27. Defaulted wrong loan amount

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

  28. Taking 401(k) distribution for home purchase

    By Guest rpetrk,
    • 7 replies
    • 1.6k views

  29. Age 55 exception - Termination Date or Distribution Date?

    By Guest Michael Anderson,
    • 9 replies
    • 5.6k views

  30. New Determination Letter Program

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

  31. Failed ADP, Leveling and Catch-ups (Oh My!)

    By No Name,
    • 2 replies
    • 1.8k views

  32. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done?

    By Guest mmc,
    • 6 replies
    • 1.6k views
    • RCK
    • RCK

  33. crediting past years from predecessor employer

    By Bri,
    • 0 replies
    • 1.1k views
    • Bri
    • Bri

  34. Borrow from a 401k to pay credit debt?

    By Guest telarsen,
    • 24 replies
    • 4.5k views

  35. Excludable Employees

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

  36. Automatic Rollover for new plans

    By Guest Midas,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  37. Sale of Employer Stock

    By Randy Watson,
    • 9 replies
    • 1.6k views

  38. A company is being sold and the new company is going to sponsor the exisiting plan. The plan is eligibility provision will be amened to exclude a division.

    By Guest mmc,
    • 2 replies
    • 1.4k views

  39. Safe Harbor 401(k) and Top-Heavy

    By No Name,
    • 1 reply
    • 1.1k views

  40. Is it okay to delay the deposit of elective deferrals if TPA says that their fees will increase if deposits are made more frequently?

    By katieinny,
    • 17 replies
    • 2.9k views
    • RCK
    • RCK

  41. changing plan year on a profit sharing plan

    By Lori H,
    • 6 replies
    • 1.7k views

  42. Waiver of Participation

    By Randy Watson,
    • 7 replies
    • 4.7k views

  43. Establishment of a successor plan

    By Guest JBeck,
    • 7 replies
    • 2.5k views

  44. VCP sample participant communication

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

  45. Bankruptcy and timing of amendment to pay plan expenses from the plan ...

    By Spencer,
    • 3 replies
    • 1.4k views

  46. Sole proprietor incorporated: Keep old 401(k) or create new one?

    By Guest hk73,
    • 1 reply
    • 1.2k views

  47. New LRM for CODAs--what is this on limits on percent of contributions?

    By Guest Katharine Jungkind,
    • 1 reply
    • 1.1k views

  48. 401(k) Correction

    By Guest moltengater,
    • 7 replies
    • 1.8k views

  49. IRS Notice 88-56

    By Guest RetirementGeek,
    • 4 replies
    • 5.3k views

  50. Money Purchase Plan

    By Guest qualified plan,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest
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