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401(k) Plans

19,413 topics in this forum

  1. HCE Limitations

    By Jilliandiz,
    • 10 replies
    • 2.7k views

  2. Buy-back of forfeited amount

    By Brian Gallagher,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

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

    By jevd,
    • 0 replies
    • 982 views

  4. No Beneficiary Statement

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

  5. Hardship Withdrawal

    By Guest scparlee,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  6. Successor Plan

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

  7. Match contribution with no definite formula

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

  8. 4K Safe Harbor Match Plan Termination

    By mschwechter,
    • 4 replies
    • 1.5k views

  9. 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

  10. 2005 Limits

    By Brian Gallagher,
    • 4 replies
    • 1.4k views

  11. ADP testing and controlled groups

    By Guest Rocky,
    • 3 replies
    • 1.1k views

  12. 401a plan termination notice

    By Guest byoung,
    • 1 reply
    • 1.7k views

  13. 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

  14. Puerto Rican Plan

    By Guest ERISAcatNraleigh,
    • 3 replies
    • 1.6k views

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

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

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

    By Guest annieap1,
    • 12 replies
    • 6.2k views

  17. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 1.8k views

  18. Terminated plan with small forfeiture balance

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

  19. de minimus amounts

    By Guest mk2308,
    • 17 replies
    • 16.7k views

  20. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 3.4k views

  21. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.2k views

  22. Leased Employee

    By Guest mol,
    • 10 replies
    • 4.7k views

  23. Annual Notice of Catch-Up Eligibility?

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

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

    By ERISAatty,
    • 6 replies
    • 1.9k views
    • g8r
    • g8r

  25. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 1.8k views

  26. 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

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

    By Guest Kconsultant,
    • 2 replies
    • 1.5k views

  28. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.6k views

  29. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 1.9k views

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

    By Brian Gallagher,
    • 1 reply
    • 1.2k views

  31. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot,
    • 4 replies
    • 13.1k views

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

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

  33. Hurricane Relief?

    By Brenda Wren,
    • 0 replies
    • 1.1k views

  34. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ,
    • 1 reply
    • 1.2k views

  35. 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

  36. Short Plan Year - contribution timing?

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

  37. Can brothers use Uni-(k)?

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

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

    By Guest Gary Rouse,
    • 12 replies
    • 4.3k views

  39. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.4k views

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

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  41. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1k views

  42. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.3k views

  43. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

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

    By Randy Watson,
    • 0 replies
    • 970 views

  45. Aggregation of plans for top heavy

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

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

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

  47. Major disaster and hardship withdrawals

    By Guest PSHowell,
    • 2 replies
    • 1.5k views

  48. 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

  49. Missing Participants and Patriot Act

    By J. Bringhurst,
    • 26 replies
    • 4.7k views

  50. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr,
    • 3 replies
    • 1.5k views
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