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401(k) Plans

19,490 topics in this forum

  1. review of plan documents by terminated employee

    By Guest cmusso,
    • 1 reply
    • 1.1k views

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

    By Basically,
    • 3 replies
    • 1.3k views

  3. Deferral limits

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

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

    By Guest Kriso,
    • 3 replies
    • 1.4k views
    • RCK
    • RCK

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

    By Guest Achilles,
    • 1 reply
    • 1.9k views

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

    By Guest Lisa Karlin,
    • 9 replies
    • 2.3k views

  7. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion,
    • 11 replies
    • 1.7k views

  8. 5307 question

    By Guest PMiller,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

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

    By Guest yannib,
    • 2 replies
    • 2.4k views

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

    By Guest tintree73,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  11. ADP testing question

    By billfgrady,
    • 3 replies
    • 1.5k views

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

    By Guest rffahey,
    • 6 replies
    • 3.1k views

  13. Trust EIN... yes or no

    By Basically,
    • 3 replies
    • 2.2k views

  14. 402g refunds?

    By Guest KD40,
    • 4 replies
    • 6.6k views

  15. Allocation Conditions on a Multiple Employer Plan

    By austin3515,
    • 0 replies
    • 1.3k views

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

    By FundeK,
    • 1 reply
    • 1.1k views

  17. Safe Harbor-- terminated employees

    By abanky,
    • 1 reply
    • 5.3k views

  18. Crediting Service with Prior Employer

    By Lori Foresz,
    • 2 replies
    • 1.4k views

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

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

  20. Short Plan Year?

    By Guest chris4013,
    • 1 reply
    • 1.4k views

  21. Contribution deadline...

    By Basically,
    • 16 replies
    • 8.9k views

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

    By MarZDoates,
    • 9 replies
    • 2.1k views

  23. H1b1 - Resident or Nonresident alien

    By k man,
    • 1 reply
    • 2.4k views

  24. 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
    • 1.6k views

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

    By Guest Powers,
    • 1 reply
    • 1.1k views

  26. Sample Spanish SOX Notice

    By Guest sweaterhead,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  27. Spinoff from a Controlled Group

    By Archimage,
    • 1 reply
    • 1.3k views

  28. Two Plans, one brokerage account

    By austin3515,
    • 0 replies
    • 1k views

  29. Elective Deferral Compensation

    By DTH,
    • 3 replies
    • 1.7k views

  30. timing requirements for amending testing method

    By Guest jjenkins,
    • 1 reply
    • 1.2k views
    • g8r
    • g8r

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

    By Guest PenGuy,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

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

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

  33. Average mutual fund expense ratios by class

    By Guest marie567,
    • 40 replies
    • 8.7k views

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

    By PensionNewbee,
    • 6 replies
    • 3.6k views
    • Guest
    • Guest

  35. Plan Loans

    By jala,
    • 1 reply
    • 1.1k views

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

    By Earl,
    • 3 replies
    • 1.4k views

  37. Safe Harbor--Nonelective contributions

    By Felicia,
    • 1 reply
    • 1.2k views

  38. Accelerated eligibility/new employee not yet an HCE

    By preErisa,
    • 35 replies
    • 5.7k views

  39. 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
    • 1.4k views

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

    By Guest Chaffee,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

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

    By Guest rocnrols2,
    • 2 replies
    • 2.9k views
    • Guest
    • Guest

  42. Solo 401k

    By DP,
    • 6 replies
    • 1.8k views

  43. 5500 not filed, GUST and EGTRRA not complete.

    By Guest jhilliard,
    • 4 replies
    • 1.5k views

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

    By fiona1,
    • 1 reply
    • 1.9k views

  45. k-1 Compensation and Deferrals

    By Guest Max Power,
    • 0 replies
    • 2.8k views
    • Guest
    • Guest

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

    By billfgrady,
    • 1 reply
    • 2k views

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

    By billfgrady,
    • 1 reply
    • 1.5k views

  48. 401(k) Contributions-Return prior to Year End

    By BTH,
    • 3 replies
    • 1.9k views

  49. 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

  50. Discrimination?

    By Guest Cookiemonster,
    • 1 reply
    • 1.1k views
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