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401(k) Plans

19,490 topics in this forum

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

    By Guest ERISAcatNraleigh,
    • 4 replies
    • 1.8k views
    • RCK
    • RCK

  2. Removing Joint and Survivor option from 401(k)

    By k man,
    • 2 replies
    • 1.5k views

  3. Delinquent Loans - Transfer to Successor Plan?

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

  4. Controlled group - reducing one plan's match to mirror other plans

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

  5. Otherwise excludable--2-year wait

    By Guest jaatirs,
    • 1 reply
    • 1.5k views

  6. InServiceDistribution Verusu Pre-Retirement Distribution

    By Guest DIGMYDOG,
    • 3 replies
    • 1.9k views

  7. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

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

  8. SE and Employed... what are 415 Limits?

    By Basically,
    • 2 replies
    • 1.5k views

  9. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

    By Lori Foresz,
    • 8 replies
    • 2.3k views

  10. Hardship documentation

    By FundeK,
    • 1 reply
    • 2.3k views
    • RCK
    • RCK

  11. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa,
    • 7 replies
    • 2k views
    • g8r
    • g8r

  12. Looking for 401(k) stats -- avg. account balance, avg. deferral rate, avg. deferral contributions, avg. participation

    By Guest jhilliard,
    • 4 replies
    • 2.2k views

  13. Group Term Life Insurance and the definition of Compensation

    By Harwood,
    • 1 reply
    • 2.1k views
    • g8r
    • g8r

  14. Return from military leave - paperwork

    By Guest Achilles,
    • 2 replies
    • 1.7k views

  15. Initial Eligibility

    By austin3515,
    • 24 replies
    • 5k views

  16. FICA Taxation of Contribution Made Per Employee's One-Time Irrevocable Election

    By Guest long,
    • 1 reply
    • 1.3k views

  17. Corrective amendment needed because one participant didn't contribute enough to make top-heavy minimum?

    By Jilliandiz,
    • 3 replies
    • 1.2k views

  18. Church has several part-time employees who work over 1000 hours a year; can they be excluded under 403(b)?

    By Guest Casey58,
    • 2 replies
    • 1.6k views

  19. Sample cover letter for Form 5300? Also, please confirm that changing prototype document provision makes our plan "individually designed"

    By Guest forum4,
    • 1 reply
    • 2.5k views

  20. "Keogh"/H.R.10 Plans - Can they self-trustee now?

    By ljr,
    • 5 replies
    • 4k views

  21. Direct phone number for IRS Retirement Plans?

    By billfgrady,
    • 2 replies
    • 4.1k views
    • Guest
    • Guest

  22. OK to use new 401(k) profit sharing document for 2003 but just don't tell employees about ability to defer? Want to start 401(k) component only in 2004.

    By Archimage,
    • 5 replies
    • 2.4k views

  23. EE for a company.. and SE for himself. Can he defer $12K in both plans?

    By Basically,
    • 5 replies
    • 1.4k views

  24. Forced Cashout of Required Minimum Distribution

    By Guest PenGuy,
    • 2 replies
    • 3k views

  25. Gateway Contribution Eligibility

    By MBCarey,
    • 7 replies
    • 3.5k views

  26. Plan with HCEs only

    By MBCarey,
    • 12 replies
    • 4.8k views

  27. Union employees in a 401(k) plan that excludes collectively bargained employees!

    By Guest CRA,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  28. Standardized to Individualized Plan

    By Guest tintree73,
    • 1 reply
    • 2.3k views
    • Alf
    • Alf

  29. can IRS grab 401(k) to pay taxes owed?

    By MR,
    • 3 replies
    • 2.4k views
    • MR
    • MR

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

    By k man,
    • 7 replies
    • 4.8k views

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

    By Guest Eullla,
    • 4 replies
    • 3.6k views
    • Guest
    • Guest

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

    By Guest Hayliebunny,
    • 10 replies
    • 2.8k views

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

    By Guest Blueglass,
    • 6 replies
    • 7.9k views

  34. When is an employee really considered "hired"

    By Guest DIGMYDOG,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

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

    By Guest DIGMYDOG,
    • 3 replies
    • 2k views
    • Guest
    • Guest

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

    By Guest apriljl,
    • 1 reply
    • 1.2k views

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

    By Guest Blueglass,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  38. 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
    • 2.7k views
    • Guest
    • Guest

  39. Safe Harbor Plan

    By pmacduff,
    • 4 replies
    • 1.4k views

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

    By four01kman,
    • 12 replies
    • 2.1k views
    • ljr
    • ljr

  41. Spin-off

    By Archimage,
    • 2 replies
    • 1.4k views

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

    By buckaroo,
    • 0 replies
    • 1.5k views

  43. Year End Census Requests & Social Security Numbers

    By Guest kgsingletary,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  44. ADP Testing

    By Archimage,
    • 9 replies
    • 1.7k views

  45. Non-deductible contributions in qualified plan

    By Guest sritts,
    • 5 replies
    • 1.9k views
    • Alf
    • Alf

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

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

  47. 401(k) Participant Statements

    By Guest KellyMusico,
    • 3 replies
    • 1.6k views

  48. Controlled Group

    By Guest tintree73,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

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

    By billfgrady,
    • 3 replies
    • 1.9k views

  50. SARSEP & 401(K)

    By Guest hpaine,
    • 1 reply
    • 1.2k views
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