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401(k) Plans

19,424 topics in this forum

  1. If a plan currently performs true ups at year end, and allows deferrals from bonus, can

    By Guest jhilliard,
    • 3 replies
    • 1.3k views

  2. Are negative elections affected by state laws?

    By katieinny,
    • 2 replies
    • 1.2k views

  3. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals,
    • 0 replies
    • 857 views
    • Guest
    • Guest

  4. Owner wants $$$

    By Guest phyphy,
    • 11 replies
    • 2.4k views

  5. Owner of a corporation wants to take back deferrals in current plan year

    By Guest terric,
    • 4 replies
    • 1.7k views

  6. ADP testing requirement for merging plans.

    By Dan,
    • 1 reply
    • 1.6k views

  7. 401k distributions during employment; who governs this directive?

    By Guest phactor,
    • 6 replies
    • 2k views

  8. EGTRRA TAX CREDIT

    By Guest bueler,
    • 0 replies
    • 976 views
    • Guest
    • Guest

  9. Is a 990-T needed?

    By goldtpa,
    • 6 replies
    • 2.1k views

  10. hardhip distribution from employer match?

    By Guest kerisa,
    • 1 reply
    • 1.2k views

  11. One Page Summary

    By K-t-F,
    • 5 replies
    • 1.7k views
    • Guest
    • Guest

  12. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

    By Archimage,
    • 1 reply
    • 1.4k views

  13. Terminated Employee's 401(k) distribution

    By Guest jessica_leitch,
    • 5 replies
    • 2.3k views

  14. Puerto Rico Participants

    By Guest jjuergens,
    • 2 replies
    • 2.3k views

  15. QNEC - Top Heavy

    By Guest JimD,
    • 9 replies
    • 5.5k views
    • Guest
    • Guest

  16. Safe harbor match plan with additional discretionary match

    By Guest moosegirl,
    • 4 replies
    • 6k views

  17. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522,
    • 4 replies
    • 1.9k views

  18. would black out notice be required?

    By Guest EDSAADE,
    • 5 replies
    • 1.5k views
    • Guest
    • Guest

  19. Multiple 401(k) plans maximum deferral

    By Guest mopar,
    • 3 replies
    • 2.4k views

  20. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves,
    • 9 replies
    • 2.1k views

  21. Safe Harbor 401(k) Question

    By Archimage,
    • 2 replies
    • 1.4k views

  22. Can you exclude employees under Title V?

    By pbarrett,
    • 2 replies
    • 1.2k views

  23. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

    By pbarrett,
    • 1 reply
    • 1.7k views

  24. breakpoint discount refund-mutual funds

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

  25. EGTRRA Amendment Effective Date

    By Guest ELS,
    • 2 replies
    • 1.6k views

  26. SSN privacy issues

    By Guest Smitty848,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  27. Employees of ineligible employer participating in Plan,, fix?

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

  28. Identifying Highly Compensated Employees in initial plan year

    By billfgrady,
    • 2 replies
    • 1.4k views

  29. Summary Annual Report, penalty for not providing

    By Guest annieap1,
    • 0 replies
    • 4.6k views
    • Guest
    • Guest

  30. 401k beneficiary

    By Guest lmbutzer,
    • 2 replies
    • 1.3k views

  31. Participating company gets no discretionary match - employees part of ACP test?

    By Harwood,
    • 1 reply
    • 1.4k views

  32. Patriot Act - Customer Indentification Program

    By Guest terryh123,
    • 4 replies
    • 3.2k views

  33. Top 20% election order of selection

    By Guest ABCI,
    • 10 replies
    • 1.6k views
    • Guest
    • Guest

  34. Brain cramp - non statutory excluded class and ADP

    By mwyatt,
    • 6 replies
    • 2.2k views

  35. Two 401(k) plans

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

  36. Forfeiture buy back rules

    By Brenda Wren,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  37. closed mutual funds

    By k man,
    • 14 replies
    • 2.4k views
    • Guest
    • Guest

  38. Is an audit necessary?

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

  39. Opinions, please - is this abusive? re: first year testing rule

    By Brenda Wren,
    • 12 replies
    • 2k views

  40. 401(k) Plan -- Disabled Participant Issues

    By chris,
    • 1 reply
    • 1.2k views

  41. Eligibility issues when going from a SEP to a 401k

    By Guest dubya,
    • 0 replies
    • 934 views
    • Guest
    • Guest

  42. Filing Form 5330 with Different Fiscal Year than Calendar Year

    By Guest nickyj8,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  43. special coverage rules

    By Guest JBeck,
    • 0 replies
    • 970 views
    • Guest
    • Guest

  44. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

    By Guest jhilliard,
    • 4 replies
    • 1.4k views

  45. partial yr comp

    By Guest quinn the car fixer,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  46. Amendment of plans for TRA '86

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

  47. Paid Leave and 401(k) Deferrals

    By Randy Watson,
    • 13 replies
    • 6.2k views

  48. Acceptance of Electronic Beneficiary Designation Forms

    By Guest TroyRiley,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  49. Notice of Matching Formula Question

    By jukeboy56,
    • 1 reply
    • 1.1k views

  50. "First year plan" rule for testing

    By pbarrett,
    • 0 replies
    • 1.2k views
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