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401(k) Plans

19,389 topics in this forum

  1. Charging Distribution Fee to the participant

    By ErisaGeek,
    • 2 replies
    • 1.2k views

  2. 401(a)9 - Required Minimum Distribution for 5% Business Owner

    By Guest sbrownlow,
    • 15 replies
    • 4.6k views

  3. Confusion over matching contributions on payroll basis.

    By Guest IanHanson,
    • 4 replies
    • 1.9k views

  4. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst,
    • 6 replies
    • 3k views

  5. Loan default in Safe Harbor Source

    By Guest EPC,
    • 1 reply
    • 1.5k views

  6. Controll group, average benefit test, and ADP test

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

  7. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe,
    • 1 reply
    • 1.2k views

  8. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com,
    • 5 replies
    • 2.1k views

  9. DOL Litigation on Late Deposits

    By Archimage,
    • 2 replies
    • 1.2k views

  10. safe harbor plan in controlled group

    By Guest LoloV,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  11. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias,
    • 1 reply
    • 1.9k views

  12. Primary Residence Loans

    By Guest Julie,
    • 1 reply
    • 2.5k views

  13. Matching employee after-tax contributions in a Safe Harbor plan

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

  14. Fiscal year 401K for LLC

    By Guest TOM HANCOCK,
    • 4 replies
    • 1.5k views

  15. Can't afford Safe Harbor Contributions?

    By Jilliandiz,
    • 3 replies
    • 1.9k views

  16. Distribution Overpayment & help finding court cases.

    By FundeK,
    • 1 reply
    • 1.9k views

  17. Correcting an excess contribution for a participant

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

  18. New Plan or Restatement?

    By Guest steve55,
    • 11 replies
    • 3k views
    • Guest
    • Guest

  19. Weird issue with fund group

    By stevena,
    • 4 replies
    • 1.4k views

  20. Automatic Enrollment Elections and Rehired Participants

    By Guest aclark3,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  21. Disregarding Rollovers

    By Guest EBBeginner,
    • 2 replies
    • 1.2k views

  22. Find a participant

    By Guest Alwaysthinking,
    • 7 replies
    • 1.8k views

  23. 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

  24. Participant choosing to have loan deemed, Issues?

    By FundeK,
    • 9 replies
    • 1.8k views

  25. Sahe Harbor 401(k) and Top Heavy

    By buckaroo,
    • 3 replies
    • 1.5k views

  26. Not-for-profit controlled group?

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

  27. HCE Limitations

    By Jilliandiz,
    • 10 replies
    • 2.7k views

  28. Buy-back of forfeited amount

    By Brian Gallagher,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

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

    By jevd,
    • 0 replies
    • 972 views

  30. No Beneficiary Statement

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

  31. Hardship Withdrawal

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

  32. Successor Plan

    By Guest jim williams,
    • 5 replies
    • 3.3k views
    • Guest
    • Guest

  33. Match contribution with no definite formula

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

  34. 4K Safe Harbor Match Plan Termination

    By mschwechter,
    • 4 replies
    • 1.5k views

  35. 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

  36. 2005 Limits

    By Brian Gallagher,
    • 4 replies
    • 1.4k views

  37. ADP testing and controlled groups

    By Guest Rocky,
    • 3 replies
    • 1k views

  38. 401a plan termination notice

    By Guest byoung,
    • 1 reply
    • 1.7k views

  39. 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

  40. Puerto Rican Plan

    By Guest ERISAcatNraleigh,
    • 3 replies
    • 1.6k views

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

    By MWeddell,
    • 6 replies
    • 2.5k views
    • Guest
    • Guest

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

    By Guest annieap1,
    • 12 replies
    • 6.2k views

  43. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 1.8k views

  44. Terminated plan with small forfeiture balance

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

  45. de minimus amounts

    By Guest mk2308,
    • 17 replies
    • 16.7k views

  46. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 3.4k views

  47. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.2k views

  48. Leased Employee

    By Guest mol,
    • 10 replies
    • 4.7k views

  49. Annual Notice of Catch-Up Eligibility?

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

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

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