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401(k) Plans

19,413 topics in this forum

  1. QDRO: Participant has an outstanding loan

    By Guest mmc,
    • 2 replies
    • 5.8k views

  2. Notice of optional form of benefit elimination

    By Guest hyper,
    • 4 replies
    • 1.7k views

  3. Plan Assets - Sole Proprietors

    By Guest jeffline,
    • 6 replies
    • 2.1k views

  4. Short Initial Plan Year

    By Lori Foresz,
    • 2 replies
    • 1.8k views

  5. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.4k views

  6. bottom up qmac

    By eilano,
    • 1 reply
    • 1.6k views

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

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

  8. Puerto Rico Participants

    By Guest Lucie,
    • 2 replies
    • 2.5k views

  9. In service withdrawls and rollovers

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

  10. Conditional Adoption of Plan

    By Randy Watson,
    • 1 reply
    • 1.6k views

  11. incorrect social secutity number

    By k man,
    • 25 replies
    • 13.7k views

  12. 5% Owner Definition - Key Employee

    By MarZDoates,
    • 2 replies
    • 2.6k views

  13. SPD Distribution

    By Guest benefitsanalyst,
    • 3 replies
    • 1.8k views

  14. Excess Deferral Discovered after April 15th

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

  15. valid exclusion

    By k man,
    • 7 replies
    • 1.4k views

  16. New Entity General Testing

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

  17. Timing of forfeiture use

    By Guest tman265,
    • 10 replies
    • 3.4k views

  18. FOREIGN BASED EMPLOYEES

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

  19. Contribution Payment Method Requirements

    By Guest cdplambeck,
    • 2 replies
    • 1.2k views

  20. Leased Employee?

    By Guest ircreader,
    • 3 replies
    • 1.8k views

  21. Temporary Employees

    By Lori Foresz,
    • 8 replies
    • 8.9k views

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

    By Guest FAQ,
    • 1 reply
    • 1.1k views

  23. Excel formula to allocate basic Safe Harbor Match contribution

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

  24. Definition of Calendar Year Plan

    By Guest mrnardoz,
    • 1 reply
    • 1.4k views

  25. Rollover 401k?

    By Guest Ducks,
    • 4 replies
    • 1.3k views
    • MGB
    • MGB

  26. new job

    By Guest friskey,
    • 1 reply
    • 1.1k views

  27. short plan year and entry dates

    By Guest mk2308,
    • 6 replies
    • 2.5k views

  28. Deductible Traditional IRA to a 401k

    By Guest Elfman,
    • 4 replies
    • 1.2k views

  29. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis,
    • 6 replies
    • 2.4k views

  30. Prohibited Transaction??

    By Guest PLHart,
    • 9 replies
    • 2k views
    • Guest
    • Guest

  31. Participant Loans

    By austin3515,
    • 3 replies
    • 1.5k views

  32. 401(k) Safe Harbor Plan

    By Guest msjudees,
    • 2 replies
    • 1.6k views

  33. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham,
    • 2 replies
    • 1.3k views

  34. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2,
    • 1 reply
    • 1.8k views

  35. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD,
    • 1 reply
    • 1.3k views
    • Alf
    • Alf

  36. Changes in deferral pescentages - how often is OK?

    By Guest sallie,
    • 6 replies
    • 4.5k views
    • Guest
    • Guest

  37. Coversion to Safe Harbor

    By Guest Dave Peckham,
    • 3 replies
    • 1.2k views
    • Guest
    • Guest

  38. Mandatory Roll OUt

    By Guest BigBish1966,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  39. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  40. Union Employee's

    By Guest KD40,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  41. Canadian Benefits Question

    By Guest buxbaum2,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. 401(k) Safe Harbor Plan

    By Guest Scrappy,
    • 9 replies
    • 1.6k views
    • Guest
    • Guest

  43. Increase minimum amount for loan

    By Dan,
    • 1 reply
    • 1.3k views
    • Alf
    • Alf

  44. Timing of safe harbor plans

    By Guest mad,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  45. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  46. Leased Employees = not fun

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

  47. Are plans required to allow catch-up?

    By oriecat,
    • 16 replies
    • 2k views

  48. Bond question on small plan with non-qual assets

    By pbarrett,
    • 4 replies
    • 1.3k views

  49. KSOP and Corporate Spinoff

    By Scott,
    • 0 replies
    • 1.9k views

  50. Disability rider to a 401K plan....

    By K-t-F,
    • 9 replies
    • 3.9k views
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