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401(k) Plans

19,319 topics in this forum

  1. 945's & 1096's

    By austin3515,
    • 6 replies
    • 2k views

  2. Participant with loan is filing Bankruptcy

    By Guest mmc,
    • 7 replies
    • 2.5k views

  3. Catch-Up Contributions & 415 limit

    By Guest moltengater,
    • 1 reply
    • 1.6k views

  4. Bottom Up QNEC question

    By fiona1,
    • 9 replies
    • 2.7k views

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

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

  6. Beneficiary on a Life Policy

    By Guest MrT,
    • 11 replies
    • 2.9k views

  7. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc,
    • 2 replies
    • 1.2k views

  8. C3 exam

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

  9. Life Insurance Policy in 401(k) Plan

    By Guest michelle02,
    • 3 replies
    • 2.3k views

  10. Loan in excess of 50%

    By Guest rgorman,
    • 3 replies
    • 1.5k views

  11. 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
    • 1.3k views

  12. Redemption Fees

    By Guest cgodfrey,
    • 4 replies
    • 1.8k views

  13. FIdelity Bonding Coverage

    By stevena,
    • 9 replies
    • 4.3k views
    • Guest
    • Guest

  14. Compensation

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

  15. 401(k) Plan w/ LLC with negative K1

    By mschwechter,
    • 2 replies
    • 1.5k views

  16. targeted vesting

    By Guest moltengater,
    • 4 replies
    • 1.2k views

  17. Stock Options and Ownership Attribution

    By Guest Midas,
    • 3 replies
    • 1.7k views

  18. Passive (Automatic) Enrollment

    By k man,
    • 1 reply
    • 1.2k views

  19. Missing assets found plan termed 2 years ago

    By Guest padmin,
    • 7 replies
    • 1.5k views

  20. 3% Non-Elective Contribution

    By Guest jkrad,
    • 2 replies
    • 1.6k views

  21. Defaulted wrong loan amount

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

  22. Taking 401(k) distribution for home purchase

    By Guest rpetrk,
    • 7 replies
    • 1.6k views

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

    By Guest Michael Anderson,
    • 9 replies
    • 5.9k views

  24. New Determination Letter Program

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

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

    By No Name,
    • 2 replies
    • 1.9k views

  26. 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

  27. crediting past years from predecessor employer

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

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

    By Guest telarsen,
    • 24 replies
    • 4.6k views

  29. Excludable Employees

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

  30. Automatic Rollover for new plans

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

  31. Sale of Employer Stock

    By Randy Watson,
    • 9 replies
    • 1.6k views

  32. 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

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

    By No Name,
    • 1 reply
    • 1.1k views

  34. 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

  35. changing plan year on a profit sharing plan

    By Lori H,
    • 6 replies
    • 1.7k views

  36. Waiver of Participation

    By Randy Watson,
    • 7 replies
    • 4.7k views

  37. Establishment of a successor plan

    By Guest JBeck,
    • 7 replies
    • 2.6k views

  38. VCP sample participant communication

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

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

    By Spencer,
    • 3 replies
    • 1.4k views

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

    By Guest hk73,
    • 1 reply
    • 1.2k views

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

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

  42. 401(k) Correction

    By Guest moltengater,
    • 7 replies
    • 1.8k views

  43. IRS Notice 88-56

    By Guest RetirementGeek,
    • 4 replies
    • 5.3k views

  44. Money Purchase Plan

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

  45. Optimal PS Contribution

    By austin3515,
    • 1 reply
    • 1.2k views

  46. Automatic Rollovers

    By FJR,
    • 11 replies
    • 4.2k views
    • Guest
    • Guest

  47. termination of safe harbor provisions

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

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

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

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

    By Jilliandiz,
    • 2 replies
    • 1.2k views

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

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