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401(k) Plans

19,275 topics in this forum

  1. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.2k views

  2. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  3. Feedback to prior post re: IRS audit

    By stevena,
    • 2 replies
    • 1.2k views

  4. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes,
    • 2 replies
    • 1.2k views

  5. Revenue Sharing

    By Guest texasactuary,
    • 15 replies
    • 4.7k views

  6. Receiving comission on your own plan?

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

  7. Omitted employee's contribution for last year and 8 months. How do we handle this?

    By Guest Dave Flora,
    • 8 replies
    • 1.9k views
    • RCK
    • RCK

  8. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad,
    • 3 replies
    • 2.3k views
    • MGB
    • MGB

  9. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns,
    • 1 reply
    • 1.5k views

  10. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

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

  11. Spousal consent forgery

    By austin3515,
    • 3 replies
    • 1.9k views

  12. Profit Sharing Contribution

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

  13. QDRO: Participant has an outstanding loan

    By Guest mmc,
    • 2 replies
    • 5.5k views

  14. Notice of optional form of benefit elimination

    By Guest hyper,
    • 4 replies
    • 1.6k views

  15. Plan Assets - Sole Proprietors

    By Guest jeffline,
    • 6 replies
    • 2k views

  16. Short Initial Plan Year

    By Lori Foresz,
    • 2 replies
    • 1.8k views

  17. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.2k views

  18. bottom up qmac

    By eilano,
    • 1 reply
    • 1.6k views

  19. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  20. Puerto Rico Participants

    By Guest Lucie,
    • 2 replies
    • 2.4k views

  21. In service withdrawls and rollovers

    By Guest Bob Monte,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  22. Conditional Adoption of Plan

    By Randy Watson,
    • 1 reply
    • 1.5k views

  23. incorrect social secutity number

    By k man,
    • 25 replies
    • 12.9k views

  24. 5% Owner Definition - Key Employee

    By MarZDoates,
    • 2 replies
    • 2.6k views

  25. SPD Distribution

    By Guest benefitsanalyst,
    • 3 replies
    • 1.8k views

  26. Excess Deferral Discovered after April 15th

    By Guest platte1,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  27. valid exclusion

    By k man,
    • 7 replies
    • 1.4k views

  28. New Entity General Testing

    By Blinky the 3-eyed Fish,
    • 0 replies
    • 1k views

  29. Timing of forfeiture use

    By Guest tman265,
    • 10 replies
    • 3.3k views

  30. FOREIGN BASED EMPLOYEES

    By Guest padmin,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  31. Contribution Payment Method Requirements

    By Guest cdplambeck,
    • 2 replies
    • 1.1k views

  32. Leased Employee?

    By Guest ircreader,
    • 3 replies
    • 1.7k views

  33. Temporary Employees

    By Lori Foresz,
    • 8 replies
    • 8.7k views

  34. Deferral of excess contributions that woud otherwise be returned after a failed test

    By Guest FAQ,
    • 1 reply
    • 1.1k views

  35. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle,
    • 4 replies
    • 12.7k views

  36. Definition of Calendar Year Plan

    By Guest mrnardoz,
    • 1 reply
    • 1.4k views

  37. Rollover 401k?

    By Guest Ducks,
    • 4 replies
    • 1.3k views
    • MGB
    • MGB

  38. new job

    By Guest friskey,
    • 1 reply
    • 1.1k views

  39. short plan year and entry dates

    By Guest mk2308,
    • 6 replies
    • 2.4k views

  40. Deductible Traditional IRA to a 401k

    By Guest Elfman,
    • 4 replies
    • 1.2k views

  41. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis,
    • 6 replies
    • 2.3k views

  42. Prohibited Transaction??

    By Guest PLHart,
    • 9 replies
    • 1.9k views
    • Guest
    • Guest

  43. Participant Loans

    By austin3515,
    • 3 replies
    • 1.4k views

  44. 401(k) Safe Harbor Plan

    By Guest msjudees,
    • 2 replies
    • 1.6k views

  45. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham,
    • 2 replies
    • 1.3k views

  46. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2,
    • 1 reply
    • 1.8k views

  47. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD,
    • 1 reply
    • 1.3k views
    • Alf
    • Alf

  48. Changes in deferral pescentages - how often is OK?

    By Guest sallie,
    • 6 replies
    • 3.5k views
    • Guest
    • Guest

  49. Coversion to Safe Harbor

    By Guest Dave Peckham,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  50. Mandatory Roll OUt

    By Guest BigBish1966,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest
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