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401(k) Plans

19,319 topics in this forum

  1. Disregarding Rollovers

    By Guest EBBeginner,
    • 2 replies
    • 1.2k views

  2. Find a participant

    By Guest Alwaysthinking,
    • 7 replies
    • 1.8k views

  3. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed?

    By FundeK,
    • 7 replies
    • 1.7k views
    • Guest
    • Guest

  4. Participant choosing to have loan deemed, Issues?

    By FundeK,
    • 9 replies
    • 1.8k views

  5. Sahe Harbor 401(k) and Top Heavy

    By buckaroo,
    • 3 replies
    • 1.5k views

  6. Not-for-profit controlled group?

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

  7. HCE Limitations

    By Jilliandiz,
    • 10 replies
    • 2.6k views

  8. Buy-back of forfeited amount

    By Brian Gallagher,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  9. IRS SPECIAL NEWSLETTER RE: Model Amendment for Automatic Rollovers, COLAs and other stuff

    By jevd,
    • 0 replies
    • 952 views

  10. No Beneficiary Statement

    By Guest Michael Anderson,
    • 1 reply
    • 1.2k views

  11. Hardship Withdrawal

    By Guest scparlee,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  12. Successor Plan

    By Guest jim williams,
    • 5 replies
    • 3.2k views
    • Guest
    • Guest

  13. Match contribution with no definite formula

    By Guest At Peace,
    • 8 replies
    • 2.2k views

  14. 4K Safe Harbor Match Plan Termination

    By mschwechter,
    • 4 replies
    • 1.5k views

  15. 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

  16. 2005 Limits

    By Brian Gallagher,
    • 4 replies
    • 1.4k views

  17. ADP testing and controlled groups

    By Guest Rocky,
    • 3 replies
    • 1k views

  18. 401a plan termination notice

    By Guest byoung,
    • 1 reply
    • 1.7k views

  19. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

    By Jilliandiz,
    • 0 replies
    • 1.2k views

  20. Puerto Rican Plan

    By Guest ERISAcatNraleigh,
    • 3 replies
    • 1.6k views

  21. Deadline for amending plan document to switch current / prior year ADP

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

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

    By Guest annieap1,
    • 12 replies
    • 6k views

  23. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 1.8k views

  24. Terminated plan with small forfeiture balance

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

  25. de minimus amounts

    By Guest mk2308,
    • 17 replies
    • 16.5k views

  26. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 3.2k views

  27. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.2k views

  28. Leased Employee

    By Guest mol,
    • 10 replies
    • 4.6k views

  29. Annual Notice of Catch-Up Eligibility?

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

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

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

  31. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 1.8k views

  32. 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

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

    By Guest Kconsultant,
    • 2 replies
    • 1.5k views

  34. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.5k views

  35. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 1.8k views

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

    By Brian Gallagher,
    • 1 reply
    • 1.2k views

  37. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot,
    • 4 replies
    • 12.9k views

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

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

  39. Hurricane Relief?

    By Brenda Wren,
    • 0 replies
    • 1.1k views

  40. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ,
    • 1 reply
    • 1.2k views

  41. 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

  42. Short Plan Year - contribution timing?

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

  43. Can brothers use Uni-(k)?

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

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

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

  45. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.4k views

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

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  47. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  48. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.2k views

  49. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

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

    By Randy Watson,
    • 0 replies
    • 947 views
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