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401(k) Plans

19,321 topics in this forum

  1. Can a plan institute a creditworthiness requirement when deciding whether or not to issue a loan?

    By k man,
    • 7 replies
    • 4.5k views

  2. Investment advisor contracts with 401(k) plans and/or participants

    By Guest apriljl,
    • 1 reply
    • 1.2k views

  3. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell,
    • 22 replies
    • 34.1k views

  4. State payroll deduction laws impact 401(k) automatic enrollment?

    By Guest Eullla,
    • 4 replies
    • 3.4k views
    • Guest
    • Guest

  5. Average mutual fund expense ratios by class

    By Guest marie567,
    • 40 replies
    • 8k views

  6. Questionable interpretation of allocation formula to allow diff percentage based on years of service

    By Guest DIGMYDOG,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  7. How do we roll over 401(k) plans for new employees?

    By Guest Hayliebunny,
    • 10 replies
    • 2.3k views

  8. Where can I find prime rate for 401(k) loans?

    By Guest Blueglass,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  9. SSA notified employer many employees were using invalid social security numbers; employees terminated. What is to be done with their 401(k) funds?

    By Guest jusducki,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  10. Safe Harbor Plan

    By pmacduff,
    • 4 replies
    • 1.3k views

  11. What is the difference between a 401(k) plan and a 401(a) plan?

    By Guest Blueglass,
    • 6 replies
    • 7.3k views

  12. Spin-off

    By Archimage,
    • 2 replies
    • 1.2k views

  13. Correction of late 401(k) deposits after the VFC program

    By buckaroo,
    • 0 replies
    • 1.4k views

  14. prior year ACP testing when zero match in prior year

    By Guest DIGMYDOG,
    • 13 replies
    • 3.5k views

  15. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  16. ADP Testing

    By Archimage,
    • 9 replies
    • 1.4k views

  17. SARSEP & 401(K)

    By Guest hpaine,
    • 1 reply
    • 1.1k views

  18. Timing of merger of Profit Sharing and Money Purchase Plans

    By billfgrady,
    • 3 replies
    • 1.7k views

  19. amendment removing 401(k) deferrals

    By k man,
    • 3 replies
    • 1.3k views

  20. 401(k) Participant Statements

    By Guest KellyMusico,
    • 3 replies
    • 1.4k views

  21. Controlled Group

    By Guest tintree73,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  22. Non-deductible contributions in qualified plan

    By Guest sritts,
    • 5 replies
    • 1.6k views
    • Alf
    • Alf

  23. 3% employer safe harbor contribution - late or not late?

    By Guest Michael Anderson,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  24. Quit and rehired - rules for termination?

    By Guest Michael Anderson,
    • 3 replies
    • 8.1k views
    • Alf
    • Alf

  25. Required Minimum Distribution Amendments - 5-Year Rule Election- QPSA Question

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

  26. Multiemployer 415

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

  27. QPSA benefits

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

  28. Maybe Notice of SH Match

    By DP,
    • 8 replies
    • 1.6k views

  29. Is this an ASG?

    By goldtpa,
    • 7 replies
    • 1.6k views

  30. Should I contribute

    By Guest Mike Schwing,
    • 2 replies
    • 1.4k views

  31. New plan adp testing

    By pbarrett,
    • 4 replies
    • 1.3k views

  32. Mutual Fund "Late Trading" to be abolished under proposal by SEC Chairman Donaldson

    By four01kman,
    • 12 replies
    • 1.8k views
    • ljr
    • ljr

  33. First Plan year: 401(k)(3)(E) and then switch to current year

    By k man,
    • 0 replies
    • 1.2k views

  34. Key employee definition under EGTRRA

    By Brenda Wren,
    • 3 replies
    • 1.4k views
    • Alf
    • Alf

  35. Adding 401(k) Provision

    By pmacduff,
    • 0 replies
    • 1.1k views

  36. Straight Percent corrective QNEC question

    By fiona1,
    • 1 reply
    • 1.6k views

  37. increasing tiered match formula

    By Guest nipa,
    • 20 replies
    • 9.8k views

  38. Contributions Before Effetive Date of Plan

    By austin3515,
    • 0 replies
    • 1.1k views

  39. Elimination of Optional Forms of Benefit

    By J. Bringhurst,
    • 0 replies
    • 1.2k views

  40. Installment payment question

    By FundeK,
    • 1 reply
    • 2k views

  41. switching current to prior year testing for ADP

    By Earl,
    • 0 replies
    • 989 views

  42. Loan payments--people get paid bi-weekly, send monthly contribs

    By Brian Gallagher,
    • 3 replies
    • 1.2k views

  43. Does anyone have any samples of intergrated with SS allocations? How changing your PS allocation to be integrated with SS would change how much the "older" workforce would receive?

    By Guest jhilliard,
    • 3 replies
    • 1.3k views

  44. Maximum "minimum" loan amount

    By Brian Gallagher,
    • 4 replies
    • 1.9k views

  45. Safe Harbor

    By Guest A. Gordon,
    • 12 replies
    • 2k views

  46. Top Heavy Plan adding Safe Harbor

    By Guest willwork4shoes,
    • 5 replies
    • 1.2k views

  47. HCE determination for highly paid employee of new plan added to a control group

    By Guest crosseyedtester,
    • 3 replies
    • 2k views
    • Alf
    • Alf

  48. catch up contribution question

    By fiona1,
    • 5 replies
    • 1.8k views

  49. 401(k) plan for LLC

    By bzorc,
    • 4 replies
    • 1.4k views

  50. Vesting Rights for Employee on Military Leave

    By Guest Mike Schwing,
    • 1 reply
    • 1.2k views
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