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401(k) Plans

19,321 topics in this forum

  1. ADP testing and controlled groups

    By Guest Rocky,
    • 3 replies
    • 1k views

  2. Terminated plan with small forfeiture balance

    By Guest rmyoung,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  3. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 1.8k views

  4. Automatic Rollovers

    By Gruegen,
    • 13 replies
    • 3.3k views
    • g8r
    • g8r

  5. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.2k views

  6. safe harbor plan in controlled group

    By Guest LoloV,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  7. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr,
    • 7 replies
    • 1.6k views

  8. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment?

    By Guest annieap1,
    • 12 replies
    • 6k views

  9. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment

    By ERISAatty,
    • 6 replies
    • 1.8k views
    • g8r
    • g8r

  10. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  11. Safe Harbor Match - Is required funding every 3 mo. period

    By Guest Kconsultant,
    • 2 replies
    • 1.5k views

  12. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid .......

    By Guest Why,
    • 2 replies
    • 1.2k views

  13. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 1.8k views

  14. Leased Employee

    By Guest mol,
    • 10 replies
    • 4.6k views

  15. Testing Issues(?) different eligibiltiy for 401k and SH match

    By Brian Gallagher,
    • 1 reply
    • 1.2k views

  16. Hurricane Relief?

    By Brenda Wren,
    • 0 replies
    • 1.1k views

  17. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot,
    • 4 replies
    • 12.9k views

  18. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ,
    • 1 reply
    • 1.2k views

  19. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH,
    • 6 replies
    • 1.7k views

  20. ACP/ADP testing needed in safe harbor plan?

    By Guest lhinson,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  21. Short Plan Year - contribution timing?

    By Guest Michael Anderson,
    • 0 replies
    • 895 views
    • Guest
    • Guest

  22. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 1.8k views

  23. Can brothers use Uni-(k)?

    By Guest Commuter Rex,
    • 3 replies
    • 1.1k views

  24. Leased Employees Excluded from Safe Harbor 401(k) Plan?

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  25. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  26. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.5k views

  27. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

  28. Prior Year ADP testing - No eligible NHCEs in prior year

    By Guest Gary Rouse,
    • 12 replies
    • 4.2k views

  29. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.4k views

  30. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.2k views

  31. Rollover of Participant Loans...Need New Notes?

    By Randy Watson,
    • 0 replies
    • 947 views

  32. Aggregation of plans for top heavy

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

  33. Major disaster and hardship withdrawals

    By Guest PSHowell,
    • 2 replies
    • 1.4k views

  34. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman,
    • 4 replies
    • 2.4k views

  35. setting up ret. plan for client -- does participation in multiple employer plan mean that client's plan is not a "new" plan?

    By maverick,
    • 1 reply
    • 1.2k views

  36. missed p/s contribution deadline

    By wsp,
    • 8 replies
    • 3.2k views
    • Guest
    • Guest

  37. Earnings on Late employee deferral contributions

    By Guest psgross,
    • 1 reply
    • 1k views

  38. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 3.2k views

  39. Puerto Rico 401K tax rules

    By Guest tellid,
    • 1 reply
    • 2.9k views

  40. Help ASAP! Former Key Employee Accounts

    By sloble@crowleyfleck.com,
    • 4 replies
    • 2.2k views

  41. Combined Testing for 410(b) and ADP/ACP

    By Guest Chaffee,
    • 1 reply
    • 1.7k views

  42. Can an employer that has both union and non-union employees allow all to join one plan?

    By Guest Why,
    • 4 replies
    • 3.2k views

  43. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr,
    • 3 replies
    • 1.4k views

  44. Catch up Match

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

  45. Late contribution excise tax

    By Guest FAQ,
    • 1 reply
    • 1.4k views
    • RCK
    • RCK

  46. Automatic rollovers: safe or non-safe?

    By E as in ERISA,
    • 1 reply
    • 1.2k views

  47. Excess matching contributions

    By Guest ERISA_kid,
    • 1 reply
    • 1.7k views

  48. Excess Annual Additions

    By fiona1,
    • 0 replies
    • 969 views

  49. Dentist with Multiple Corporations

    By DP,
    • 4 replies
    • 1.2k views

  50. Match on Excess Contribs that are Recharacterized as Catch-up

    By Guest Giovanni,
    • 4 replies
    • 2k views
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