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401(k) Plans

19,526 topics in this forum

  1. Money Purchase Plan

    By Guest qualified plan,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  2. Optimal PS Contribution

    By austin3515,
    • 1 reply
    • 1.4k views

  3. Automatic Rollovers

    By FJR,
    • 11 replies
    • 4.7k views
    • Guest
    • Guest

  4. termination of safe harbor provisions

    By Guest Jane Freeman,
    • 1 reply
    • 1.4k views

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

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

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

    By Jilliandiz,
    • 2 replies
    • 1.4k views

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

    By Lori H,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  8. Military Pay question...

    By fiona1,
    • 0 replies
    • 1.3k views

  9. Failure of ADP/ACP test in a partnership

    By Guest jkrad,
    • 1 reply
    • 1.5k views

  10. Automatic Enrollments

    By Guest cjweber57,
    • 7 replies
    • 2.1k views

  11. Time-Sensitive "Negative Election" Question

    By Übernerd,
    • 6 replies
    • 1.5k views

  12. Controlled Group Document Issues

    By Guest Midas,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  13. 401(k) Catch-up Contributions?

    By Jilliandiz,
    • 3 replies
    • 1.8k views

  14. Safe Harbor Wait-and-See

    By Guest Giovanni,
    • 2 replies
    • 1.5k views

  15. multiple employer 401(k) paln

    By Guest JBeck,
    • 3 replies
    • 1.5k views

  16. Notice to employees on PS Funding

    By austin3515,
    • 11 replies
    • 2.3k views

  17. Testing 2 401(k) Plans

    By wmyer,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  18. 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
    • 1.9k views

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

    By fiona1,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  20. Converting to a safe harbor mid plan year

    By Guest mparker2028,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  21. Incompetent IRS Auditor Upsets Client

    By Guest deathbycashcall,
    • 13 replies
    • 4k views

  22. Minor child as beneficiary?

    By Guest Michael Anderson,
    • 6 replies
    • 2.7k views

  23. Master Trust Investment Accounts

    By Guest CSTS,
    • 6 replies
    • 3.9k views

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

    By mariemonroe,
    • 3 replies
    • 2.4k views

  25. Stock contribution match- expense to the Company?

    By Guest banker,
    • 4 replies
    • 2.4k views

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

    By Guest Gary C,
    • 4 replies
    • 3.3k views

  27. ATMs

    By DTH,
    • 4 replies
    • 3.2k views
    • Guest
    • Guest

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

    By Guest RGlaser,
    • 1 reply
    • 1.3k views

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

    By blue,
    • 3 replies
    • 1.7k views

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

    By Guest Grumpy455,
    • 28 replies
    • 5.3k views
    • Guest
    • Guest

  31. Disclaimer of Benefits

    By Guest TroyRiley,
    • 2 replies
    • 1.9k views

  32. vesting question

    By k man,
    • 1 reply
    • 1.5k views

  33. Loans vs. Hardship (or both)

    By Guest PAINPA,
    • 10 replies
    • 2.9k views

  34. Forced IRA Rollovers - Who will take them?

    By ljr,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  35. Testing compensation

    By jaemmons,
    • 4 replies
    • 2.7k views

  36. Match on Excess Contribution Recharacterized as Catch-up

    By Guest Giovanni,
    • 7 replies
    • 2.2k views

  37. ADP refunds - for $3 each

    By doombuggy,
    • 3 replies
    • 1.9k views

  38. Payment to a Guardian

    By Guest TroyRiley,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  39. Allowable Plan Expenses

    By Guest slrogers,
    • 5 replies
    • 2.8k views

  40. Hardship Distribution Request for Medical Expenses

    By Guest jefe96,
    • 5 replies
    • 2.1k views

  41. Plan Imposed Limit

    By fiona1,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  42. Maintaining Participant Accounts

    By austin3515,
    • 3 replies
    • 1.7k views

  43. Excess Deferral?

    By No Name,
    • 3 replies
    • 1.5k views

  44. Severance pay included in 3% NEC safe harbor compensation?

    By Guest tlewis,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  45. Bankrupt client buyout and 401(k) plan

    By Guest Judy S,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  46. Disability Optional Forms of Distribution

    By Guest annabelle,
    • 8 replies
    • 1.8k views

  47. IRC 6621 rate for late deposits

    By Bird,
    • 2 replies
    • 2.7k views

  48. Automatic rollovers and fees for distribution

    By E as in ERISA,
    • 3 replies
    • 1.7k views

  49. Basic Plan Design

    By Gary,
    • 5 replies
    • 1.7k views

  50. Controlled group compensation

    By Guest jim williams,
    • 3 replies
    • 1.5k views
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