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401(k) Plans

19,389 topics in this forum

  1. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 1.8k views

  2. 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

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

    By Guest Kconsultant,
    • 2 replies
    • 1.5k views

  4. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.5k views

  5. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 1.8k views

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

    By Brian Gallagher,
    • 1 reply
    • 1.2k views

  7. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot,
    • 4 replies
    • 13.1k views

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

    By Guest lhinson,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  9. Hurricane Relief?

    By Brenda Wren,
    • 0 replies
    • 1.1k views

  10. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ,
    • 1 reply
    • 1.2k views

  11. 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
    • 1.8k views

  12. Short Plan Year - contribution timing?

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

  13. Can brothers use Uni-(k)?

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

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

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

  15. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.4k views

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

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  17. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  18. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.2k views

  19. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

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

    By Randy Watson,
    • 0 replies
    • 964 views

  21. Aggregation of plans for top heavy

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

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

    By Guest Jane Freeman,
    • 4 replies
    • 2.5k views

  23. Major disaster and hardship withdrawals

    By Guest PSHowell,
    • 2 replies
    • 1.5k views

  24. 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

  25. Missing Participants and Patriot Act

    By J. Bringhurst,
    • 26 replies
    • 4.6k views

  26. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr,
    • 3 replies
    • 1.5k views

  27. Earnings on Late employee deferral contributions

    By Guest psgross,
    • 1 reply
    • 1.1k views

  28. Puerto Rico 401K tax rules

    By Guest tellid,
    • 1 reply
    • 2.9k views

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

    By Guest Chaffee,
    • 1 reply
    • 1.7k views

  30. Safe Harbor Nonelective Plus Additional Nonelective

    By austin3515,
    • 33 replies
    • 5.6k views

  31. Help ASAP! Former Key Employee Accounts

    By sloble@crowleyfleck.com,
    • 4 replies
    • 2.3k views

  32. Huge unallocated forfeitures on takeover plan

    By Brenda Wren,
    • 6 replies
    • 2.6k views

  33. Forfeitures?

    By Guest mrilao,
    • 3 replies
    • 1.6k views

  34. Incorrect Rollover into 401(k) Plan

    By Guest marie567,
    • 8 replies
    • 3.5k views
    • Alf
    • Alf

  35. Automatic rollovers: safe or non-safe?

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

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

    By Guest Why,
    • 4 replies
    • 3.3k views

  37. Late contribution excise tax

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

  38. ADP/ACP Prior Year Method

    By fiona1,
    • 9 replies
    • 2.8k views

  39. Off Calendar Catch-up Question?

    By Guest KD40,
    • 1 reply
    • 1.1k views

  40. Catch up Match

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

  41. Excess matching contributions

    By Guest ERISA_kid,
    • 1 reply
    • 1.7k views

  42. 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
    • 3k views
    • jevd
    • jevd

  43. Dentist with Multiple Corporations

    By DP,
    • 4 replies
    • 1.3k views

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

    By Guest Giovanni,
    • 4 replies
    • 2.1k views

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

    By Brian Gallagher,
    • 5 replies
    • 2.1k views

  46. Excess Annual Additions

    By fiona1,
    • 0 replies
    • 988 views

  47. ADP Test in Plan Termination Year

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

  48. Can QNEC be used to pass ACP

    By Lori Foresz,
    • 3 replies
    • 2.7k views

  49. Hardships Not Allowed From Safe Harbor Plans

    By sdix401k,
    • 3 replies
    • 1.9k views

  50. safe harbor hardships from deferrals

    By k man,
    • 4 replies
    • 1.9k views
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