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401(k) Plans

19,389 topics in this forum

  1. Disabled participant.. wants to take the $ before retirement age... Penalties waived?

    By K-t-F,
    • 3 replies
    • 1.2k views

  2. Deferral limits

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

  3. Employer with multiple stores sold one store, employees 100% vested?

    By Guest Kriso,
    • 3 replies
    • 1.3k views
    • RCK
    • RCK

  4. Spousal consent on loan - going through a divorce.

    By Guest Achilles,
    • 1 reply
    • 1.7k views

  5. Can you restate a MPPP into a 401kPSP?

    By Guest Lisa Karlin,
    • 9 replies
    • 2.2k views

  6. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion,
    • 11 replies
    • 1.5k views

  7. 5307 question

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

  8. Income tax withholding rules for required minimum distributions - can participant opt out?

    By Guest yannib,
    • 2 replies
    • 2.4k views

  9. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  10. ADP testing question

    By billfgrady,
    • 3 replies
    • 1.4k views

  11. Entry date of July 1 and 3% safe harbor

    By Guest rffahey,
    • 6 replies
    • 2.9k views

  12. Trust EIN... yes or no

    By K-t-F,
    • 3 replies
    • 2.1k views

  13. 402g refunds?

    By Guest KD40,
    • 4 replies
    • 6.3k views

  14. Allocation Conditions on a Multiple Employer Plan

    By austin3515,
    • 0 replies
    • 1.1k views

  15. Participant dies, designates 2 beneficiaries (70% to one and 30% to one), 30% Beneficiary is also deceased.

    By FundeK,
    • 1 reply
    • 1.1k views

  16. Safe Harbor-- terminated employees

    By abanky,
    • 1 reply
    • 5.2k views

  17. Crediting Service with Prior Employer

    By Lori Foresz,
    • 2 replies
    • 1.4k views

  18. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  19. Short Plan Year?

    By Guest chris4013,
    • 1 reply
    • 1.3k views

  20. Contribution deadline...

    By K-t-F,
    • 16 replies
    • 7.7k views

  21. Employer terminating profit sharing plan. Adopting Safe Harbor 401(k)

    By MarZDoates,
    • 9 replies
    • 1.9k views

  22. H1b1 - Resident or Nonresident alien

    By k man,
    • 1 reply
    • 2.3k views

  23. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

    By DTH,
    • 3 replies
    • 1.5k views

  24. First RMD for 4/2003 retiree, age 77; does 2004 distribution include 2003 income?

    By Guest Powers,
    • 1 reply
    • 1k views

  25. Sample Spanish SOX Notice

    By Guest sweaterhead,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  26. Spinoff from a Controlled Group

    By Archimage,
    • 1 reply
    • 1.1k views

  27. Two Plans, one brokerage account

    By austin3515,
    • 0 replies
    • 935 views

  28. Elective Deferral Compensation

    By DTH,
    • 3 replies
    • 1.5k views

  29. timing requirements for amending testing method

    By Guest jjenkins,
    • 1 reply
    • 1k views
    • g8r
    • g8r

  30. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  31. PEO's and Multiple Employer Plans REV Proc 2002-21

    By Guest Greg W,
    • 1 reply
    • 1.5k views

  32. Average mutual fund expense ratios by class

    By Guest marie567,
    • 40 replies
    • 8.1k views

  33. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee,
    • 6 replies
    • 3.4k views
    • Guest
    • Guest

  34. Plan Loans

    By jala,
    • 1 reply
    • 1k views

  35. minimum income to defer $14,000 in 2003

    By Earl,
    • 3 replies
    • 1.3k views

  36. Safe Harbor--Nonelective contributions

    By Felicia,
    • 1 reply
    • 1.1k views

  37. Accelerated eligibility/new employee not yet an HCE

    By preErisa,
    • 35 replies
    • 5.1k views

  38. ADP testing when owners hire their minor sons part time and eligibility for deferral is immediate with no age or service requirements

    By Guest DIGMYDOG,
    • 3 replies
    • 1.3k views

  39. Defaulted Participant Loans - No 1099 Given; Prohibited Transaction?

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

  40. Puerto Rico Residents in US Qualified Plan - Can they be excluded from ACP Test?

    By Guest rocnrols2,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  41. Solo 401k

    By DP,
    • 6 replies
    • 1.6k views

  42. 5500 not filed, GUST and EGTRRA not complete.

    By Guest jhilliard,
    • 4 replies
    • 1.3k views

  43. Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?

    By fiona1,
    • 1 reply
    • 1.9k views

  44. k-1 Compensation and Deferrals

    By Guest Max Power,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  45. ERISA 204(h) Notice Required for Termination of PSP?

    By billfgrady,
    • 1 reply
    • 1.9k views

  46. Timing of termination of PSP, application for determination letter and ERISA Notice

    By billfgrady,
    • 1 reply
    • 1.3k views

  47. 401(k) Contributions-Return prior to Year End

    By BTH,
    • 3 replies
    • 1.8k views

  48. Received letters from DOL after using 5330 to report earnings made up for late 401(k) deposits

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

  49. Discrimination?

    By Guest Cookiemonster,
    • 1 reply
    • 1.1k views

  50. True-up for Partners in a Safe Harbor Plan

    By Guest ERISAcatNraleigh,
    • 4 replies
    • 1.6k views
    • RCK
    • RCK
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