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401(k) Plans

19,534 topics in this forum

  1. Form w-2

    By Guest Benmark,
    • 2 replies
    • 1.4k views

  2. Safe Harbor 401(k) Match Discretionary?

    By Jilliandiz,
    • 4 replies
    • 1.6k views

  3. affiliated service group - esop and non-esop

    By Guest mk2308,
    • 2 replies
    • 2.4k views

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

    By Jilliandiz,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  5. Death of Plan Sponsor

    By Guest mwozniacki,
    • 1 reply
    • 1.7k views

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

    By MR,
    • 2 replies
    • 1.7k views
    • MR
    • MR

  7. Catch-up and the short plan year

    By Guest PAL100759,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

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

    By Guest thooge,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  9. Short Plan year

    By Guest mol,
    • 3 replies
    • 1.4k views

  10. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.5k views

  11. 1 Person 401(k) Plan - Required Contribution Amount?

    By Guest Michael Anderson,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  12. Feedback to prior post re: IRS audit

    By stevena,
    • 2 replies
    • 1.5k views

  13. Pros & Cons on Default Investments in 401k

    By Guest willwork4shoes,
    • 2 replies
    • 1.4k views

  14. Revenue Sharing

    By Guest texasactuary,
    • 15 replies
    • 6k views

  15. Receiving comission on your own plan?

    By Guest Rexx,
    • 8 replies
    • 3.6k views
    • Guest
    • Guest

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

    By Guest Dave Flora,
    • 8 replies
    • 2.4k views
    • RCK
    • RCK

  17. $26,000 Market adjustment on a fixed account at surrender of annuity

    By Jim Chad,
    • 3 replies
    • 2.9k views
    • MGB
    • MGB

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

    By Guest schneiderdowns,
    • 1 reply
    • 1.9k views

  19. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

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

  20. Spousal consent forgery

    By austin3515,
    • 3 replies
    • 2.4k views

  21. Profit Sharing Contribution

    By Guest mol,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  22. QDRO: Participant has an outstanding loan

    By Guest mmc,
    • 2 replies
    • 6.3k views

  23. Notice of optional form of benefit elimination

    By Guest hyper,
    • 4 replies
    • 1.9k views

  24. Plan Assets - Sole Proprietors

    By Guest jeffline,
    • 6 replies
    • 2.5k views

  25. Short Initial Plan Year

    By Lori Foresz,
    • 2 replies
    • 2.1k views

  26. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 6k views

  27. bottom up qmac

    By eilano,
    • 1 reply
    • 2k views

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

    By Jilliandiz,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  29. Puerto Rico Participants

    By Guest Lucie,
    • 2 replies
    • 2.8k views

  30. In service withdrawls and rollovers

    By Guest Bob Monte,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  31. Conditional Adoption of Plan

    By Randy Watson,
    • 1 reply
    • 1.8k views

  32. incorrect social secutity number

    By k man,
    • 25 replies
    • 14.7k views

  33. 5% Owner Definition - Key Employee

    By MarZDoates,
    • 2 replies
    • 2.9k views

  34. SPD Distribution

    By Guest benefitsanalyst,
    • 3 replies
    • 2k views

  35. Excess Deferral Discovered after April 15th

    By Guest platte1,
    • 8 replies
    • 2.2k views
    • Guest
    • Guest

  36. valid exclusion

    By k man,
    • 7 replies
    • 1.7k views

  37. New Entity General Testing

    By Blinky the 3-eyed Fish,
    • 0 replies
    • 1.3k views

  38. Timing of forfeiture use

    By Guest tman265,
    • 10 replies
    • 4k views

  39. FOREIGN BASED EMPLOYEES

    By Guest padmin,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  40. Contribution Payment Method Requirements

    By Guest cdplambeck,
    • 2 replies
    • 1.4k views

  41. Leased Employee?

    By Guest ircreader,
    • 3 replies
    • 2k views

  42. Temporary Employees

    By Lori Foresz,
    • 8 replies
    • 9.5k views

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

    By Guest FAQ,
    • 1 reply
    • 1.3k views

  44. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle,
    • 4 replies
    • 13.1k views

  45. Definition of Calendar Year Plan

    By Guest mrnardoz,
    • 1 reply
    • 1.6k views

  46. Rollover 401k?

    By Guest Ducks,
    • 4 replies
    • 1.5k views
    • MGB
    • MGB

  47. new job

    By Guest friskey,
    • 1 reply
    • 1.2k views

  48. short plan year and entry dates

    By Guest mk2308,
    • 6 replies
    • 2.9k views

  49. Deductible Traditional IRA to a 401k

    By Guest Elfman,
    • 4 replies
    • 1.5k views

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

    By Guest Debbie Jarvis,
    • 6 replies
    • 2.8k views
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