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401(k) Plans

19,275 topics in this forum

  1. Severance Pay and counting Hours of Service

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

  2. 401k plan amends to charge participant a distribution fee

    By jkharvey,
    • 1 reply
    • 1.2k views

  3. Dual Eligibility

    By justatester,
    • 1 reply
    • 1.1k views

  4. who can be present for IRS/DOL audit

    By AKconsult,
    • 1 reply
    • 925 views

  5. amending a safe harbor Plan

    By pmacduff,
    • 1 reply
    • 959 views
    • GMK
    • GMK

  6. 1099 R for Participant with Roth and non-Roth monies

    By Pammie57,
    • 1 reply
    • 640 views

  7. plan consolidation

    By thepensionmaven,
    • 1 reply
    • 815 views

  8. Eligibility on change in Organization structure

    By Lawrence,   
    • 1 reply
    • 493 views

  9. COVID Emergency Sick Leave Wages

    By Muzukii,
    • 1 reply
    • 433 views
    • JRN
    • JRN

  10. allocation of forfeitures

    By Guest le190,
    • 1 reply
    • 1.4k views

  11. Comp used to allocate 401(k) safe harbor contributions

    By Guest M Lavelle,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  12. Hardship Withdrawals and Documentation

    By Guest Benmark,
    • 1 reply
    • 2.3k views

  13. Merger of PS & MP Plan -- Consent to plan loan

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

  14. Terminate Safe Harbor mid-year?

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

  15. Correction ADP with part QNEC/part refund

    By Lori Foresz,
    • 1 reply
    • 1.6k views

  16. Participant in two plans

    By Guest jetfaninmn,
    • 1 reply
    • 1.2k views

  17. disallowing deferrals on bonus payments

    By Guest Dash02,
    • 1 reply
    • 1.1k views

  18. 414s Comp and ADP/ACP Tests

    By zimbo,
    • 1 reply
    • 2k views

  19. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.1k views

  20. Signing Bonus / 401k

    By austin3515,
    • 1 reply
    • 1.6k views

  21. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 402 views

  22. Who decides which long-term-part-time employees are eligible?

    By Peter Gulia,
    • 1 reply
    • 556 views

  23. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 639 views

  24. Does anyone have a "maybe" safe harbor notice?

    By jkharvey,
    • 1 reply
    • 1.8k views

  25. Controlled Group

    By Guest Tara Curran,
    • 1 reply
    • 1.4k views

  26. 401(k)

    By Guest rfemmons,
    • 1 reply
    • 1.1k views

  27. Short-Term Disability Programs

    By Guest margok,
    • 1 reply
    • 1.4k views

  28. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.5k views

  29. Two divisions and ADP/ACP testing

    By buckaroo,
    • 1 reply
    • 1.1k views

  30. Excess deferral and match forfeiture

    By alexa,
    • 1 reply
    • 1.6k views

  31. controlled groups and testing

    By Chippy,
    • 1 reply
    • 1.1k views

  32. Owner has deemed loan. Is this a prohibited transaction?

    By Jim Chad,
    • 1 reply
    • 1.1k views

  33. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane,
    • 1 reply
    • 1k views

  34. Top Heavy/Safe Harbor

    By Stash026,
    • 1 reply
    • 483 views

  35. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 462 views

  36. Merge two companies into one

    By Guest HD WILLIAMS,
    • 1 reply
    • 1.8k views

  37. top 20%

    By Guest greggi39,
    • 1 reply
    • 1k views

  38. Uni-k for a partner in partnership

    By Guest LTurner,
    • 1 reply
    • 1.3k views

  39. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.2k views

  40. Plan Termination

    By Guest pcohen,
    • 1 reply
    • 1.3k views

  41. Prohibition on Reverting to ADP Testing when SH not satisfied

    By Guest Suanne,
    • 1 reply
    • 1.2k views

  42. QDRO Distirbution

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  43. Controlled Group

    By commishvp,
    • 1 reply
    • 1.3k views

  44. Match for HCE's on Catch Up

    By Guest cconnell,
    • 1 reply
    • 1.1k views

  45. Loan 8 months behind in payments

    By Jim Chad,
    • 1 reply
    • 1.6k views

  46. Plan imposed limits and catch-up

    By MoShawn,
    • 1 reply
    • 1.4k views

  47. Coverage failure

    By Guest Bearlee,
    • 1 reply
    • 1.2k views

  48. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath,
    • 1 reply
    • 2.1k views

  49. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell,
    • 1 reply
    • 2.3k views

  50. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views
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