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401(k) Plans

19,424 topics in this forum

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

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

  2. Feedback to prior post re: IRS audit

    By stevena,
    • 2 replies
    • 1.3k views

  3. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes,
    • 2 replies
    • 1.2k views

  4. Revenue Sharing

    By Guest texasactuary,
    • 15 replies
    • 5.1k views

  5. Receiving comission on your own plan?

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

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

    By Guest Dave Flora,
    • 8 replies
    • 2.1k views
    • RCK
    • RCK

  7. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad,
    • 3 replies
    • 2.5k views
    • MGB
    • MGB

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

    By Guest schneiderdowns,
    • 1 reply
    • 1.6k views

  9. 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

  10. Spousal consent forgery

    By austin3515,
    • 3 replies
    • 2k views

  11. Profit Sharing Contribution

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

  12. QDRO: Participant has an outstanding loan

    By Guest mmc,
    • 2 replies
    • 5.8k views

  13. Notice of optional form of benefit elimination

    By Guest hyper,
    • 4 replies
    • 1.7k views

  14. Plan Assets - Sole Proprietors

    By Guest jeffline,
    • 6 replies
    • 2.1k views

  15. Short Initial Plan Year

    By Lori Foresz,
    • 2 replies
    • 1.8k views

  16. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.4k views

  17. bottom up qmac

    By eilano,
    • 1 reply
    • 1.6k views

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

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

  19. Puerto Rico Participants

    By Guest Lucie,
    • 2 replies
    • 2.5k views

  20. In service withdrawls and rollovers

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

  21. Conditional Adoption of Plan

    By Randy Watson,
    • 1 reply
    • 1.6k views

  22. incorrect social secutity number

    By k man,
    • 25 replies
    • 13.8k views

  23. 5% Owner Definition - Key Employee

    By MarZDoates,
    • 2 replies
    • 2.6k views

  24. SPD Distribution

    By Guest benefitsanalyst,
    • 3 replies
    • 1.8k views

  25. Excess Deferral Discovered after April 15th

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

  26. valid exclusion

    By k man,
    • 7 replies
    • 1.4k views

  27. New Entity General Testing

    By Blinky the 3-eyed Fish,
    • 0 replies
    • 1.1k views

  28. Timing of forfeiture use

    By Guest tman265,
    • 10 replies
    • 3.5k views

  29. FOREIGN BASED EMPLOYEES

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

  30. Contribution Payment Method Requirements

    By Guest cdplambeck,
    • 2 replies
    • 1.2k views

  31. Leased Employee?

    By Guest ircreader,
    • 3 replies
    • 1.8k views

  32. Temporary Employees

    By Lori Foresz,
    • 8 replies
    • 9k views

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

    By Guest FAQ,
    • 1 reply
    • 1.1k views

  34. Excel formula to allocate basic Safe Harbor Match contribution

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

  35. Definition of Calendar Year Plan

    By Guest mrnardoz,
    • 1 reply
    • 1.4k views

  36. Rollover 401k?

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

  37. new job

    By Guest friskey,
    • 1 reply
    • 1.1k views

  38. short plan year and entry dates

    By Guest mk2308,
    • 6 replies
    • 2.6k views

  39. Deductible Traditional IRA to a 401k

    By Guest Elfman,
    • 4 replies
    • 1.2k views

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

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

  41. Prohibited Transaction??

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

  42. Participant Loans

    By austin3515,
    • 3 replies
    • 1.5k views

  43. 401(k) Safe Harbor Plan

    By Guest msjudees,
    • 2 replies
    • 1.6k views

  44. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham,
    • 2 replies
    • 1.3k views

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

    By Guest rocnrols2,
    • 1 reply
    • 1.8k views

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

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

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

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

  48. Coversion to Safe Harbor

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

  49. Mandatory Roll OUt

    By Guest BigBish1966,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  50. 403(b) rollover to a 401(k) ... OK?

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