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401(k) Plans

19,534 topics in this forum

  1. Controll group, average benefit test, and ADP test

    By Guest cxs,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  2. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe,
    • 1 reply
    • 1.5k views

  3. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com,
    • 5 replies
    • 2.4k views

  4. DOL Litigation on Late Deposits

    By Archimage,
    • 2 replies
    • 1.5k views

  5. safe harbor plan in controlled group

    By Guest LoloV,
    • 2 replies
    • 2.6k views
    • Guest
    • Guest

  6. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias,
    • 1 reply
    • 2.1k views

  7. Primary Residence Loans

    By Guest Julie,
    • 1 reply
    • 2.9k views

  8. Matching employee after-tax contributions in a Safe Harbor plan

    By Guest koolkidd,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  9. Fiscal year 401K for LLC

    By Guest TOM HANCOCK,
    • 4 replies
    • 1.7k views

  10. Can't afford Safe Harbor Contributions?

    By Jilliandiz,
    • 3 replies
    • 2.2k views

  11. Distribution Overpayment & help finding court cases.

    By FundeK,
    • 1 reply
    • 2.1k views

  12. Correcting an excess contribution for a participant

    By Guest Judy S,
    • 7 replies
    • 3.5k views

  13. New Plan or Restatement?

    By Guest steve55,
    • 11 replies
    • 3.5k views
    • Guest
    • Guest

  14. Weird issue with fund group

    By stevena,
    • 4 replies
    • 1.8k views

  15. Automatic Enrollment Elections and Rehired Participants

    By Guest aclark3,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  16. Disregarding Rollovers

    By Guest EBBeginner,
    • 2 replies
    • 1.4k views

  17. Find a participant

    By Guest Alwaysthinking,
    • 7 replies
    • 2.2k views

  18. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed?

    By FundeK,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

  19. Participant choosing to have loan deemed, Issues?

    By FundeK,
    • 9 replies
    • 2.3k views

  20. Sahe Harbor 401(k) and Top Heavy

    By buckaroo,
    • 3 replies
    • 1.8k views

  21. Not-for-profit controlled group?

    By Guest jim williams,
    • 2 replies
    • 2.7k views

  22. HCE Limitations

    By Jilliandiz,
    • 10 replies
    • 3.3k views

  23. Buy-back of forfeited amount

    By Brian Gallagher,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

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

    By jevd,
    • 0 replies
    • 1.2k views

  25. No Beneficiary Statement

    By Guest Michael Anderson,
    • 1 reply
    • 1.3k views

  26. Hardship Withdrawal

    By Guest scparlee,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  27. Successor Plan

    By Guest jim williams,
    • 5 replies
    • 3.8k views
    • Guest
    • Guest

  28. Match contribution with no definite formula

    By Guest At Peace,
    • 8 replies
    • 2.7k views

  29. 4K Safe Harbor Match Plan Termination

    By mschwechter,
    • 4 replies
    • 1.8k views

  30. 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
    • 1.9k views

  31. 2005 Limits

    By Brian Gallagher,
    • 4 replies
    • 1.8k views

  32. ADP testing and controlled groups

    By Guest Rocky,
    • 3 replies
    • 1.2k views

  33. 401a plan termination notice

    By Guest byoung,
    • 1 reply
    • 2k views

  34. 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
    • 1.3k views

  35. Puerto Rican Plan

    By Guest ERISAcatNraleigh,
    • 3 replies
    • 1.8k views

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

    By MWeddell,
    • 6 replies
    • 2.8k views
    • Guest
    • Guest

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

    By Guest annieap1,
    • 12 replies
    • 6.9k views

  38. NEw Comp Deemed CODA Issue

    By austin3515,
    • 3 replies
    • 2k views

  39. Terminated plan with small forfeiture balance

    By Guest rmyoung,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  40. de minimus amounts

    By Guest mk2308,
    • 17 replies
    • 17.4k views

  41. Match and First $205,000

    By Guest CMcCull,
    • 19 replies
    • 4.2k views

  42. 415(c) Limit - post-tax?

    By Guest BPC,
    • 1 reply
    • 1.7k views

  43. Leased Employee

    By Guest mol,
    • 10 replies
    • 5.2k views

  44. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

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

    By ERISAatty,
    • 6 replies
    • 2.2k views
    • g8r
    • g8r

  46. Off Calendar Plan Year

    By MBCarey,
    • 3 replies
    • 2.1k views

  47. 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
    • 1.4k views

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

    By Guest Kconsultant,
    • 2 replies
    • 1.7k views

  49. Broker/Consultant/RIA Fees

    By Guest jhilliard,
    • 2 replies
    • 1.8k views

  50. Plan to Plan Transfer

    By Guest mmc,
    • 5 replies
    • 2.3k views
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