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401(k) Plans

19,275 topics in this forum

  1. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.4k views

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

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  3. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  4. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.2k views

  5. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

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

    By Randy Watson,
    • 0 replies
    • 911 views

  7. Aggregation of plans for top heavy

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

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

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

  9. Major disaster and hardship withdrawals

    By Guest PSHowell,
    • 2 replies
    • 1.4k views

  10. 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

  11. Missing Participants and Patriot Act

    By J. Bringhurst,
    • 26 replies
    • 4.5k views

  12. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr,
    • 3 replies
    • 1.4k views

  13. Earnings on Late employee deferral contributions

    By Guest psgross,
    • 1 reply
    • 1k views

  14. Puerto Rico 401K tax rules

    By Guest tellid,
    • 1 reply
    • 2.9k views

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

    By Guest Chaffee,
    • 1 reply
    • 1.6k views

  16. Safe Harbor Nonelective Plus Additional Nonelective

    By austin3515,
    • 33 replies
    • 5.5k views

  17. Help ASAP! Former Key Employee Accounts

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

  18. Huge unallocated forfeitures on takeover plan

    By Brenda Wren,
    • 6 replies
    • 2.5k views

  19. Forfeitures?

    By Guest mrilao,
    • 3 replies
    • 1.5k views

  20. Incorrect Rollover into 401(k) Plan

    By Guest marie567,
    • 8 replies
    • 3.3k views
    • Alf
    • Alf

  21. Automatic rollovers: safe or non-safe?

    By E as in ERISA,
    • 1 reply
    • 1.1k views

  22. 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

  23. Late contribution excise tax

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

  24. ADP/ACP Prior Year Method

    By fiona1,
    • 9 replies
    • 2.7k views

  25. Off Calendar Catch-up Question?

    By Guest KD40,
    • 1 reply
    • 1.1k views

  26. Catch up Match

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

  27. Excess matching contributions

    By Guest ERISA_kid,
    • 1 reply
    • 1.6k views

  28. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

    By Guest need help,
    • 14 replies
    • 2.8k views
    • jevd
    • jevd

  29. Dentist with Multiple Corporations

    By DP,
    • 4 replies
    • 1.2k views

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

    By Guest Giovanni,
    • 4 replies
    • 2k views

  31. Paying off a deemed loan (while still employed)

    By Brian Gallagher,
    • 5 replies
    • 2k views

  32. Excess Annual Additions

    By fiona1,
    • 0 replies
    • 960 views

  33. ADP Test in Plan Termination Year

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

  34. Can QNEC be used to pass ACP

    By Lori Foresz,
    • 3 replies
    • 2.7k views

  35. Hardships Not Allowed From Safe Harbor Plans

    By sdix401k,
    • 3 replies
    • 1.9k views

  36. safe harbor hardships from deferrals

    By k man,
    • 4 replies
    • 1.8k views

  37. Match Eligibility

    By Lori Foresz,
    • 0 replies
    • 1.2k views

  38. Why can't you impute disparity to QNEC's?

    By austin3515,
    • 0 replies
    • 1.1k views

  39. Is it possible to have an account distributed while waiting for divorce proceedings to start

    By Guest jkrad,
    • 3 replies
    • 1.2k views

  40. Please help: K-1 Info:

    By Guest tintree73,
    • 9 replies
    • 1.9k views

  41. Loan overpayments - What do you do ?

    By Guest hyper,
    • 15 replies
    • 12.3k views

  42. HCE Rate Groups

    By FJR,
    • 4 replies
    • 1.2k views

  43. Top Heavy Minimum Contributions

    By Guest sritts,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  44. Rollover of after-tax

    By FundeK,
    • 1 reply
    • 1.2k views

  45. Stupid Questions - Catch-Ups

    By Guest Chaffee,
    • 8 replies
    • 1.6k views

  46. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee,
    • 3 replies
    • 1.4k views

  47. Due date for top-heavy minimum

    By Guest mol,
    • 2 replies
    • 2.1k views

  48. EAPs and 401(k)s

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

  49. Prhibited Transaction

    By Guest TrustMe401k,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  50. Temporary Employee Hired Full-Time

    By austin3515,
    • 4 replies
    • 2.6k views
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