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401(k) Plans

19,389 topics in this forum

  1. Match Eligibility

    By Lori Foresz,
    • 0 replies
    • 1.2k views

  2. Why can't you impute disparity to QNEC's?

    By austin3515,
    • 0 replies
    • 1.2k views

  3. Is it possible to have an account distributed while waiting for divorce proceedings to start

    By Guest jkrad,
    • 3 replies
    • 1.3k views

  4. Please help: K-1 Info:

    By Guest tintree73,
    • 9 replies
    • 1.9k views

  5. Loan overpayments - What do you do ?

    By Guest hyper,
    • 15 replies
    • 12.9k views

  6. HCE Rate Groups

    By FJR,
    • 4 replies
    • 1.3k views

  7. Top Heavy Minimum Contributions

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

  8. Rollover of after-tax

    By FundeK,
    • 1 reply
    • 1.2k views

  9. Stupid Questions - Catch-Ups

    By Guest Chaffee,
    • 8 replies
    • 1.6k views

  10. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee,
    • 3 replies
    • 1.4k views

  11. Due date for top-heavy minimum

    By Guest mol,
    • 2 replies
    • 2.1k views

  12. EAPs and 401(k)s

    By Guest qualified plan,
    • 10 replies
    • 1.5k views

  13. Prhibited Transaction

    By Guest TrustMe401k,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  14. Temporary Employee Hired Full-Time

    By austin3515,
    • 4 replies
    • 2.6k views

  15. Excess Contributions - Deduction and return of money question

    By Guest JVH,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  16. top 20%

    By Guest greggi39,
    • 1 reply
    • 1.2k views
    • WDIK
    • WDIK

  17. Investment Policy Statement

    By Guest jkrad,
    • 2 replies
    • 1.3k views

  18. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba,
    • 2 replies
    • 1.6k views

  19. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

    By Guest Robin S. Vatalaro,
    • 4 replies
    • 1.7k views

  20. Interpretation of Entry Date - First Payroll

    By Guest Chaffee,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  21. Puerto Rico QDRO?

    By Guest ScarletKnight,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  22. deposit overages

    By Guest mk2308,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  23. Employer Match Contribution Maximum based on definition of Compensation

    By buckaroo,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  24. highest allocation rate for key employee

    By Guest Suanne,
    • 1 reply
    • 1.1k views

  25. help w/ vested percentage

    By Brian Gallagher,
    • 13 replies
    • 1.8k views

  26. HCE transferred from Non-safe harbor to safe harbor plan could violate safe harbor requirements

    By Guest hyper,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  27. Elective Deferrals from Bonuses

    By Gilmore,
    • 0 replies
    • 1.4k views

  28. Private Letter Rulings

    By austin3515,
    • 1 reply
    • 1k views

  29. COMPANY B PURCHASES ONLY THE ASSETS OF COMPANY A. COMPANY A HAS A 401K PLAN COMPANY B DOES NOT HAS A PLAN. WHAT HAPPENS TO CO. A PLAN"?

    By Guest ROB VIDOVICH,
    • 2 replies
    • 1.4k views

  30. Purchasing an annuity contract with defined contribution money

    By FundeK,
    • 15 replies
    • 3.8k views
    • Bird
    • Bird

  31. Deferrals and limits that affect other participants

    By K-t-F,
    • 4 replies
    • 1.4k views

  32. Is a 1% owner of an S-Corp considered an HCE for ADP testing

    By Guest jhilliard,
    • 10 replies
    • 2.6k views

  33. Defaulted Participant loan as prohibited transaction

    By Guest bwell,
    • 3 replies
    • 2.2k views

  34. Fiduciaries Responsibilities on Defaulted Loans

    By austin3515,
    • 1 reply
    • 1.3k views

  35. Safe Harbor 401k Plans - Proposed Regs for Safe Harbor Match eligibility

    By Guest Ducks,
    • 3 replies
    • 2.1k views

  36. Intentionally Defaulting on a Loan

    By austin3515,
    • 9 replies
    • 4.1k views

  37. How do you give the Top Heavy minmum contribution

    By Earl,
    • 2 replies
    • 1.2k views
    • Earl
    • Earl

  38. I have a client whose business is being (or has been) taken over as an asset purchase.

    By Guest jhilliard,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  39. Summary Annual Report

    By Guest benefitsanalyst,
    • 8 replies
    • 26.6k views

  40. Refinancing loan for primary residence

    By Brian Gallagher,
    • 4 replies
    • 2.4k views

  41. Transfers between union and nonunion plans.

    By Guest revier,
    • 8 replies
    • 6.7k views
    • RCK
    • RCK

  42. Two Plan Documents

    By goldtpa,
    • 8 replies
    • 1.9k views

  43. ADP Testing when utilizing the otherwise non-excludables

    By Guest jhilliard,
    • 1 reply
    • 1.2k views
    • Earl
    • Earl

  44. "Participants" in a 401(k) plan

    By Lori Friedman,
    • 34 replies
    • 5.1k views

  45. ADP/ACP Testing

    By Guest Scrappy,
    • 1 reply
    • 2.4k views

  46. Eligible for catch-ups?

    By Guest KMP,
    • 3 replies
    • 1.3k views

  47. plan amendment

    By Guest lindamichals,
    • 6 replies
    • 1.9k views

  48. Loan fees paid by participant

    By Guest Judy S,
    • 9 replies
    • 2k views
    • Guest
    • Guest

  49. Articles on the dangers of "Self Trustee" K plans

    By Guest cj4,
    • 1 reply
    • 1.3k views

  50. Multiple Employer Plan

    By Guest texasactuary,
    • 7 replies
    • 2.4k views
    • Guest
    • Guest
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