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401(k) Plans

19,321 topics in this forum

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

    By No Name,
    • 2 replies
    • 1.9k views

  2. crediting past years from predecessor employer

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

  3. Excludable Employees

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

  4. Automatic Rollover for new plans

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

  5. 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
    • 1.7k views
    • RCK
    • RCK

  6. Taking 401(k) distribution for home purchase

    By Guest rpetrk,
    • 7 replies
    • 1.6k views

  7. 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

  8. LLC - 401k contributions

    By Guest chris4013,
    • 23 replies
    • 4.3k views

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

    By Guest telarsen,
    • 24 replies
    • 4.6k views

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

    By No Name,
    • 1 reply
    • 1.1k views

  11. Part time employees

    By Guest jefe96,
    • 17 replies
    • 3.4k views

  12. Sale of Employer Stock

    By Randy Watson,
    • 9 replies
    • 1.6k views

  13. VCP sample participant communication

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

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

    By Guest hk73,
    • 1 reply
    • 1.2k views

  15. Off calendar year catch ups

    By Guest DTrom,
    • 4 replies
    • 1.5k views

  16. changing plan year on a profit sharing plan

    By Lori H,
    • 6 replies
    • 1.7k views

  17. Waiver of Participation

    By Randy Watson,
    • 7 replies
    • 4.7k views

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

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

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

    By Spencer,
    • 3 replies
    • 1.4k views

  20. Money Purchase Plan

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

  21. Establishment of a successor plan

    By Guest JBeck,
    • 7 replies
    • 2.6k views

  22. Optimal PS Contribution

    By austin3515,
    • 1 reply
    • 1.2k views

  23. 401(k) Correction

    By Guest moltengater,
    • 7 replies
    • 1.8k views

  24. IRS Notice 88-56

    By Guest RetirementGeek,
    • 4 replies
    • 5.3k views

  25. Passive (Automatic) Enrollment

    By k man,
    • 1 reply
    • 1.2k views

  26. termination of safe harbor provisions

    By Guest Jane Freeman,
    • 1 reply
    • 1.2k views

  27. Any word on IRS revised 402(f) notice?

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

  28. Military Pay question...

    By fiona1,
    • 0 replies
    • 1.1k views

  29. New post, much clearer!Catch-up Contribution

    By Jilliandiz,
    • 2 replies
    • 1.2k views

  30. 401(k) Catch-up Contributions?

    By Jilliandiz,
    • 3 replies
    • 1.5k views

  31. Time-Sensitive "Negative Election" Question

    By Übernerd,
    • 6 replies
    • 1.3k views

  32. Safe Harbor Wait-and-See

    By Guest Giovanni,
    • 2 replies
    • 1.3k views

  33. Controlled Group Document Issues

    By Guest Midas,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  34. Failure of ADP/ACP test in a partnership

    By Guest jkrad,
    • 1 reply
    • 1.3k views

  35. employer match off by a few dollars over under. when to make up

    By Lori H,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  36. Testing 2 401(k) Plans

    By wmyer,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  37. multiple employer 401(k) paln

    By Guest JBeck,
    • 3 replies
    • 1.2k views

  38. Converting to a safe harbor mid plan year

    By Guest mparker2028,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  39. ADP/ACP - Prior Year Percent Method - Plan Year Change

    By fiona1,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  40. Employer with union employees must participate in a multiemployer plan, but would like to establish a safe harbor 401(k) plan for non-union employees.

    By katieinny,
    • 7 replies
    • 1.5k views

  41. 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
    • 3k views
    • RCK
    • RCK

  42. Notice to employees on PS Funding

    By austin3515,
    • 11 replies
    • 1.6k views

  43. May an in service distribution from a safe harbor 401(k) include safe harbor contributions?

    By mariemonroe,
    • 3 replies
    • 2.1k views

  44. ERISA compliance requirements for school district (public agency) 401(a) or 401(k) plans

    By Guest Gary C,
    • 4 replies
    • 2.9k views

  45. Application of "Plan limit" to catch ups when plan has post tax & pre tax

    By Guest RGlaser,
    • 1 reply
    • 1.1k views

  46. Stock contribution match- expense to the Company?

    By Guest banker,
    • 4 replies
    • 1.9k views

  47. Minor child as beneficiary?

    By Guest Michael Anderson,
    • 6 replies
    • 2.4k views

  48. Top heavy minimum given to a plan with safe harbor match

    By blue,
    • 3 replies
    • 1.4k views

  49. Disclaimer of Benefits

    By Guest TroyRiley,
    • 2 replies
    • 1.7k views

  50. vesting question

    By k man,
    • 1 reply
    • 1.2k views
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