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401(k) Plans

19,490 topics in this forum

  1. Automatic Rollover for new plans

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

  2. Sale of Employer Stock

    By Randy Watson,
    • 9 replies
    • 1.8k views

  3. 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
    • 1.6k views

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

    By No Name,
    • 1 reply
    • 1.2k views

  5. 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
    • 3.4k views
    • RCK
    • RCK

  6. changing plan year on a profit sharing plan

    By Lori H,
    • 6 replies
    • 1.8k views

  7. Waiver of Participation

    By Randy Watson,
    • 7 replies
    • 4.9k views

  8. Establishment of a successor plan

    By Guest JBeck,
    • 7 replies
    • 2.9k views

  9. VCP sample participant communication

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

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

    By Spencer,
    • 3 replies
    • 1.5k views

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

    By Guest hk73,
    • 1 reply
    • 1.3k views

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

    By Guest Katharine Jungkind,
    • 1 reply
    • 1.2k views

  13. 401(k) Correction

    By Guest moltengater,
    • 7 replies
    • 2.1k views

  14. IRS Notice 88-56

    By Guest RetirementGeek,
    • 4 replies
    • 5.5k views

  15. Money Purchase Plan

    By Guest qualified plan,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  16. Optimal PS Contribution

    By austin3515,
    • 1 reply
    • 1.3k views

  17. Automatic Rollovers

    By FJR,
    • 11 replies
    • 4.5k views
    • Guest
    • Guest

  18. termination of safe harbor provisions

    By Guest Jane Freeman,
    • 1 reply
    • 1.3k views

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

    By Guest brsears,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Jilliandiz,
    • 2 replies
    • 1.3k views

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

    By Lori H,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  22. Military Pay question...

    By fiona1,
    • 0 replies
    • 1.2k views

  23. Failure of ADP/ACP test in a partnership

    By Guest jkrad,
    • 1 reply
    • 1.4k views

  24. Automatic Enrollments

    By Guest cjweber57,
    • 7 replies
    • 1.9k views

  25. Time-Sensitive "Negative Election" Question

    By Übernerd,
    • 6 replies
    • 1.4k views

  26. Controlled Group Document Issues

    By Guest Midas,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  27. 401(k) Catch-up Contributions?

    By Jilliandiz,
    • 3 replies
    • 1.6k views

  28. Safe Harbor Wait-and-See

    By Guest Giovanni,
    • 2 replies
    • 1.4k views

  29. multiple employer 401(k) paln

    By Guest JBeck,
    • 3 replies
    • 1.3k views

  30. Notice to employees on PS Funding

    By austin3515,
    • 11 replies
    • 1.9k views

  31. Testing 2 401(k) Plans

    By wmyer,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  32. 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
    • 1.7k views

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

    By fiona1,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  34. Converting to a safe harbor mid plan year

    By Guest mparker2028,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  35. Incompetent IRS Auditor Upsets Client

    By Guest deathbycashcall,
    • 13 replies
    • 3.7k views

  36. Minor child as beneficiary?

    By Guest Michael Anderson,
    • 6 replies
    • 2.5k views

  37. Master Trust Investment Accounts

    By Guest CSTS,
    • 6 replies
    • 3.6k views

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

    By mariemonroe,
    • 3 replies
    • 2.2k views

  39. Stock contribution match- expense to the Company?

    By Guest banker,
    • 4 replies
    • 2.3k views

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

    By Guest Gary C,
    • 4 replies
    • 3.1k views

  41. ATMs

    By DTH,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

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

    By Guest RGlaser,
    • 1 reply
    • 1.2k views

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

    By blue,
    • 3 replies
    • 1.6k views

  44. When had a "distribution" of excess contributions occurred?

    By Guest Grumpy455,
    • 28 replies
    • 4.8k views
    • Guest
    • Guest

  45. Disclaimer of Benefits

    By Guest TroyRiley,
    • 2 replies
    • 1.8k views

  46. vesting question

    By k man,
    • 1 reply
    • 1.3k views

  47. Loans vs. Hardship (or both)

    By Guest PAINPA,
    • 10 replies
    • 2.7k views

  48. Forced IRA Rollovers - Who will take them?

    By ljr,
    • 6 replies
    • 2.2k views
    • Guest
    • Guest

  49. Testing compensation

    By jaemmons,
    • 4 replies
    • 2.5k views

  50. Match on Excess Contribution Recharacterized as Catch-up

    By Guest Giovanni,
    • 7 replies
    • 2.1k views
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