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401(k) Plans

19,389 topics in this forum

  1. Contribution greater than compensation?

    By Sully,
    • 3 replies
    • 1.3k views

  2. In-Service Withdrawal Window?

    By Alf,
    • 0 replies
    • 992 views
    • Alf
    • Alf

  3. PS 58 Costs

    By rlb64,
    • 2 replies
    • 1.8k views

  4. Wording for SAR distributions

    By cripp12,
    • 2 replies
    • 1.9k views

  5. One man show businesses and ERISA

    By K-t-F,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  6. Form w-2

    By Guest Benmark,
    • 2 replies
    • 1.1k views

  7. Safe Harbor 401(k) Match Discretionary?

    By Jilliandiz,
    • 4 replies
    • 1.2k views

  8. affiliated service group - esop and non-esop

    By Guest mk2308,
    • 2 replies
    • 2.1k views

  9. Compensation Limits to be an HCE for 2004 and 2005

    By Jilliandiz,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  10. Death of Plan Sponsor

    By Guest mwozniacki,
    • 1 reply
    • 1.5k views

  11. When can you amend to exclude HCE from plan participation?

    By MR,
    • 2 replies
    • 1.5k views
    • MR
    • MR

  12. Catch-up and the short plan year

    By Guest PAL100759,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  13. Catch-Up Limits in Off-Calendar Year Plans

    By Guest thooge,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  14. Short Plan year

    By Guest mol,
    • 3 replies
    • 1.2k views

  15. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.2k views

  16. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  17. Feedback to prior post re: IRS audit

    By stevena,
    • 2 replies
    • 1.3k views

  18. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes,
    • 2 replies
    • 1.2k views

  19. Revenue Sharing

    By Guest texasactuary,
    • 15 replies
    • 4.9k views

  20. Receiving comission on your own plan?

    By Guest Rexx,
    • 8 replies
    • 3.3k views
    • Guest
    • Guest

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

    By Guest Dave Flora,
    • 8 replies
    • 2k views
    • RCK
    • RCK

  22. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad,
    • 3 replies
    • 2.4k views
    • MGB
    • MGB

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

    By Guest schneiderdowns,
    • 1 reply
    • 1.6k views

  24. 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

  25. Spousal consent forgery

    By austin3515,
    • 3 replies
    • 2k views

  26. Profit Sharing Contribution

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

  27. QDRO: Participant has an outstanding loan

    By Guest mmc,
    • 2 replies
    • 5.7k views

  28. Notice of optional form of benefit elimination

    By Guest hyper,
    • 4 replies
    • 1.6k views

  29. Plan Assets - Sole Proprietors

    By Guest jeffline,
    • 6 replies
    • 2.1k views

  30. Short Initial Plan Year

    By Lori Foresz,
    • 2 replies
    • 1.8k views

  31. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.3k views

  32. bottom up qmac

    By eilano,
    • 1 reply
    • 1.6k views

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

    By Jilliandiz,
    • 4 replies
    • 1.2k views
    • Guest
    • Guest

  34. Puerto Rico Participants

    By Guest Lucie,
    • 2 replies
    • 2.4k views

  35. In service withdrawls and rollovers

    By Guest Bob Monte,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  36. Conditional Adoption of Plan

    By Randy Watson,
    • 1 reply
    • 1.5k views

  37. incorrect social secutity number

    By k man,
    • 25 replies
    • 13.6k views

  38. 5% Owner Definition - Key Employee

    By MarZDoates,
    • 2 replies
    • 2.6k views

  39. SPD Distribution

    By Guest benefitsanalyst,
    • 3 replies
    • 1.8k views

  40. Excess Deferral Discovered after April 15th

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

  41. valid exclusion

    By k man,
    • 7 replies
    • 1.4k views

  42. New Entity General Testing

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

  43. Timing of forfeiture use

    By Guest tman265,
    • 10 replies
    • 3.4k views

  44. FOREIGN BASED EMPLOYEES

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

  45. Contribution Payment Method Requirements

    By Guest cdplambeck,
    • 2 replies
    • 1.1k views

  46. Leased Employee?

    By Guest ircreader,
    • 3 replies
    • 1.8k views

  47. Temporary Employees

    By Lori Foresz,
    • 8 replies
    • 8.9k views

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

    By Guest FAQ,
    • 1 reply
    • 1.1k views

  49. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle,
    • 4 replies
    • 12.8k views

  50. Definition of Calendar Year Plan

    By Guest mrnardoz,
    • 1 reply
    • 1.4k views
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