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401(k) Plans

19,451 topics in this forum

  1. 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

  2. Puerto Rican Plan

    By Guest ERISAcatNraleigh,
    • 3 replies
    • 1.6k views

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

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

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

    By Guest annieap1,
    • 12 replies
    • 6.4k views

  5. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 1.8k views

  6. Terminated plan with small forfeiture balance

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

  7. de minimus amounts

    By Guest mk2308,
    • 17 replies
    • 16.8k views

  8. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 3.6k views

  9. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.3k views

  10. Leased Employee

    By Guest mol,
    • 10 replies
    • 4.8k views

  11. Annual Notice of Catch-Up Eligibility?

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

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

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

  13. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 1.8k views

  14. 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

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

    By Guest Kconsultant,
    • 2 replies
    • 1.5k views

  16. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.6k views

  17. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 1.9k views

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

    By Brian Gallagher,
    • 1 reply
    • 1.2k views

  19. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot,
    • 4 replies
    • 13.2k views

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

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

  21. Hurricane Relief?

    By Brenda Wren,
    • 0 replies
    • 1.2k views

  22. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ,
    • 1 reply
    • 1.2k views

  23. 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
    • 1.9k views

  24. Short Plan Year - contribution timing?

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

  25. Can brothers use Uni-(k)?

    By Guest Commuter Rex,
    • 3 replies
    • 1.2k views

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

    By Guest Gary Rouse,
    • 12 replies
    • 4.4k views

  27. Spin Off Help.

    By Guest buxbaum2,
    • 2 replies
    • 1.5k views

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

    By Guest SCUDDESLER,
    • 3 replies
    • 2.3k views

  29. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot,
    • 1 reply
    • 1.1k views

  30. Replacing one 401(k) plan with another

    By Santo Gold,
    • 1 reply
    • 1.3k views

  31. Plan Document vs. Union Agreement?

    By Guest Chaffee,
    • 4 replies
    • 1.4k views

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

    By Randy Watson,
    • 0 replies
    • 986 views

  33. Aggregation of plans for top heavy

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

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

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

  35. Major disaster and hardship withdrawals

    By Guest PSHowell,
    • 2 replies
    • 1.5k views

  36. 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
    • 1.3k views

  37. Missing Participants and Patriot Act

    By J. Bringhurst,
    • 26 replies
    • 4.9k views

  38. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr,
    • 3 replies
    • 1.5k views

  39. Earnings on Late employee deferral contributions

    By Guest psgross,
    • 1 reply
    • 1.1k views

  40. Puerto Rico 401K tax rules

    By Guest tellid,
    • 1 reply
    • 2.9k views

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

    By Guest Chaffee,
    • 1 reply
    • 1.7k views

  42. Safe Harbor Nonelective Plus Additional Nonelective

    By austin3515,
    • 33 replies
    • 5.8k views

  43. Help ASAP! Former Key Employee Accounts

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

  44. Huge unallocated forfeitures on takeover plan

    By Brenda Wren,
    • 6 replies
    • 2.6k views

  45. Forfeitures?

    By Guest mrilao,
    • 3 replies
    • 1.6k views

  46. Incorrect Rollover into 401(k) Plan

    By Guest marie567,
    • 8 replies
    • 3.6k views
    • Alf
    • Alf

  47. Automatic rollovers: safe or non-safe?

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

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

    By Guest Why,
    • 4 replies
    • 3.4k views

  49. Late contribution excise tax

    By Guest FAQ,
    • 1 reply
    • 1.5k views
    • RCK
    • RCK

  50. ADP/ACP Prior Year Method

    By fiona1,
    • 9 replies
    • 2.9k views
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