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401(k) Plans

19,413 topics in this forum

  1. Calculating non-elective 3% safe harbor contribution for first short plan year

    By mariemonroe,
    • 3 replies
    • 3.1k views
    • Guest
    • Guest

  2. Retirement Plan Newsletters

    By Guest willow,
    • 4 replies
    • 1.5k views

  3. Forfeiture of Matching Contribution associated with Refunded Deferrals

    By Guest Grumpy455,
    • 3 replies
    • 1.3k views

  4. Delinquent Matching Contributions

    By Guest dick@fbanet.com,
    • 5 replies
    • 2k views

  5. Whose money Is it anyway? Loan on 401k

    By Guest Summer232,
    • 15 replies
    • 2.8k views

  6. carving out class based on tenure

    By k man,
    • 9 replies
    • 1.5k views

  7. Correcting Coverage Failure

    By Guest Midas,
    • 12 replies
    • 6.7k views

  8. Hole in American Funds Menu = fiduciary breach = ?

    By Guest Happy Actuary,
    • 1 reply
    • 1.3k views

  9. Controlled Group Question

    By Guest chris4013,
    • 3 replies
    • 1.1k views

  10. Withdrawal of Safe Harbor Notice

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  11. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard,
    • 3 replies
    • 1.9k views

  12. Timing of amendment increasing deferrals

    By Guest hyper,
    • 3 replies
    • 1.3k views

  13. Anyone have experience w/ late deferrals for HCE only?

    By jkharvey,
    • 8 replies
    • 2.2k views

  14. Deferrals Not Suspended After Hardship

    By goldtpa,
    • 1 reply
    • 1.4k views

  15. Plan Document?

    By Jilliandiz,
    • 3 replies
    • 1.6k views

  16. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17,
    • 5 replies
    • 1.6k views

  17. Max Deductible Contribution? Need answer for C-4 test on Thursday!

    By Guest chris4013,
    • 3 replies
    • 1.4k views

  18. Help. Confused minds want to know: Is this a controlled group?

    By Guest jcarlos,
    • 11 replies
    • 1.8k views

  19. Hardship withdrawals for post-secondary education

    By Guest Elinor,
    • 2 replies
    • 6.1k views

  20. Employers Responsibility regarding 401K contributions

    By Guest 3mj,
    • 3 replies
    • 2k views

  21. Common ownership

    By Guest Pat Metallic,
    • 1 reply
    • 1.5k views

  22. Stopping Elective Deferrals

    By Guest philc,
    • 3 replies
    • 1.6k views

  23. Plan Termination - Automatic Rollover

    By Guest Midas,
    • 5 replies
    • 5.4k views

  24. resident alien eligible to sponsor US retirement plan?

    By k man,
    • 3 replies
    • 1.4k views

  25. ADP Failure Letter

    By No Name,
    • 2 replies
    • 9.8k views

  26. Rollover (Related or Unrelated)

    By Guest jkrad,
    • 1 reply
    • 2.5k views

  27. Keep expensive 401K -- or -- invest on our own?

    By Guest heikejohn,
    • 1 reply
    • 1.3k views

  28. Prefunding

    By Guest mk2308,
    • 4 replies
    • 1.6k views

  29. SIMPLE IRA & 401(k)

    By Guest mk2308,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  30. Hours of Service

    By Guest jefe96,
    • 2 replies
    • 1.8k views

  31. compensation

    By Guest mk2308,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  32. Company Stock Purchase (and 401k plan)

    By Guest PAINPA,
    • 5 replies
    • 1.7k views

  33. Change to Ineligible Class

    By rlb64,
    • 4 replies
    • 2.8k views

  34. Another question related to severance pay

    By jkharvey,
    • 1 reply
    • 1.3k views

  35. Loans

    By Guest BruceCM,
    • 1 reply
    • 1.2k views

  36. Safe harbor amendment deadline

    By Guest jim williams,
    • 5 replies
    • 2.4k views

  37. Top Heavy Allocation when changing divisions

    By Dan,
    • 5 replies
    • 1.5k views

  38. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

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

  39. 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

  40. Participants investing in employer securities.

    By katieinny,
    • 10 replies
    • 2.2k views

  41. Deferral Contribution Timing

    By Guest mb4,
    • 2 replies
    • 1.4k views

  42. What is an "open" tax year ?

    By Guest hyper,
    • 7 replies
    • 9.4k views
    • Guest
    • Guest

  43. Multiple Emploer/Safe Harbor

    By Guest Giovanni,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  44. Catch-up Question

    By MBCarey,
    • 2 replies
    • 1.2k views

  45. 945's & 1096's

    By austin3515,
    • 6 replies
    • 2k views

  46. Participant with loan is filing Bankruptcy

    By Guest mmc,
    • 7 replies
    • 2.7k views

  47. Catch-Up Contributions & 415 limit

    By Guest moltengater,
    • 1 reply
    • 1.6k views

  48. Bottom Up QNEC question

    By fiona1,
    • 9 replies
    • 2.8k views

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

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

  50. Beneficiary on a Life Policy

    By Guest MrT,
    • 11 replies
    • 3.2k views
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