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401(k) Plans

19,534 topics in this forum

  1. HCE Rate Groups

    By FJR,
    • 4 replies
    • 1.6k views

  2. Top Heavy Minimum Contributions

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

  3. Rollover of after-tax

    By FundeK,
    • 1 reply
    • 1.5k views

  4. Stupid Questions - Catch-Ups

    By Guest Chaffee,
    • 8 replies
    • 2.1k views

  5. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee,
    • 3 replies
    • 1.7k views

  6. Due date for top-heavy minimum

    By Guest mol,
    • 2 replies
    • 2.4k views

  7. EAPs and 401(k)s

    By Guest qualified plan,
    • 10 replies
    • 1.9k views

  8. Prhibited Transaction

    By Guest TrustMe401k,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  9. Temporary Employee Hired Full-Time

    By austin3515,
    • 4 replies
    • 2.9k views

  10. Excess Contributions - Deduction and return of money question

    By Guest JVH,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  11. top 20%

    By Guest greggi39,
    • 1 reply
    • 1.3k views
    • WDIK
    • WDIK

  12. Investment Policy Statement

    By Guest jkrad,
    • 2 replies
    • 1.5k views

  13. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba,
    • 2 replies
    • 1.8k views

  14. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

    By Guest Robin S. Vatalaro,
    • 4 replies
    • 1.9k views

  15. Interpretation of Entry Date - First Payroll

    By Guest Chaffee,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  16. Puerto Rico QDRO?

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

  17. deposit overages

    By Guest mk2308,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  18. Employer Match Contribution Maximum based on definition of Compensation

    By buckaroo,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  19. highest allocation rate for key employee

    By Guest Suanne,
    • 1 reply
    • 1.3k views

  20. help w/ vested percentage

    By Brian Gallagher,
    • 13 replies
    • 2.4k views

  21. HCE transferred from Non-safe harbor to safe harbor plan could violate safe harbor requirements

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

  22. Elective Deferrals from Bonuses

    By Gilmore,
    • 0 replies
    • 1.7k views

  23. Private Letter Rulings

    By austin3515,
    • 1 reply
    • 1.3k views

  24. COMPANY B PURCHASES ONLY THE ASSETS OF COMPANY A. COMPANY A HAS A 401K PLAN COMPANY B DOES NOT HAS A PLAN. WHAT HAPPENS TO CO. A PLAN"?

    By Guest ROB VIDOVICH,
    • 2 replies
    • 1.5k views

  25. Purchasing an annuity contract with defined contribution money

    By FundeK,
    • 15 replies
    • 4.5k views
    • Bird
    • Bird

  26. Deferrals and limits that affect other participants

    By Basically,
    • 4 replies
    • 1.7k views

  27. Is a 1% owner of an S-Corp considered an HCE for ADP testing

    By Guest jhilliard,
    • 10 replies
    • 3.2k views

  28. Defaulted Participant loan as prohibited transaction

    By Guest bwell,
    • 3 replies
    • 2.6k views

  29. Fiduciaries Responsibilities on Defaulted Loans

    By austin3515,
    • 1 reply
    • 1.6k views

  30. Safe Harbor 401k Plans - Proposed Regs for Safe Harbor Match eligibility

    By Guest Ducks,
    • 3 replies
    • 2.3k views

  31. Intentionally Defaulting on a Loan

    By austin3515,
    • 9 replies
    • 4.8k views

  32. How do you give the Top Heavy minmum contribution

    By Earl,
    • 2 replies
    • 1.4k views
    • Earl
    • Earl

  33. I have a client whose business is being (or has been) taken over as an asset purchase.

    By Guest jhilliard,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  34. Summary Annual Report

    By Guest benefitsanalyst,
    • 8 replies
    • 28k views

  35. Refinancing loan for primary residence

    By Brian Gallagher,
    • 4 replies
    • 2.7k views

  36. Transfers between union and nonunion plans.

    By Guest revier,
    • 8 replies
    • 7.5k views
    • RCK
    • RCK

  37. Two Plan Documents

    By goldtpa,
    • 8 replies
    • 2.4k views

  38. ADP Testing when utilizing the otherwise non-excludables

    By Guest jhilliard,
    • 1 reply
    • 1.4k views
    • Earl
    • Earl

  39. "Participants" in a 401(k) plan

    By Lori Friedman,
    • 34 replies
    • 6.3k views

  40. ADP/ACP Testing

    By Guest Scrappy,
    • 1 reply
    • 2.8k views

  41. Eligible for catch-ups?

    By Guest KMP,
    • 3 replies
    • 1.6k views

  42. plan amendment

    By Guest lindamichals,
    • 6 replies
    • 2.1k views

  43. Loan fees paid by participant

    By Guest Judy S,
    • 9 replies
    • 2.1k views
    • Guest
    • Guest

  44. Articles on the dangers of "Self Trustee" K plans

    By Guest cj4,
    • 1 reply
    • 1.4k views

  45. Multiple Employer Plan

    By Guest texasactuary,
    • 7 replies
    • 2.8k views
    • Guest
    • Guest

  46. Contribution greater than compensation?

    By Sully,
    • 3 replies
    • 1.6k views

  47. In-Service Withdrawal Window?

    By Alf,
    • 0 replies
    • 1.2k views
    • Alf
    • Alf

  48. PS 58 Costs

    By rlb64,
    • 2 replies
    • 2.1k views

  49. Wording for SAR distributions

    By cripp12,
    • 2 replies
    • 2.1k views

  50. One man show businesses and ERISA

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