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401(k) Plans

19,321 topics in this forum

  1. Hardship Withdrawals and Documentation

    By Guest Benmark,
    • 1 reply
    • 2.3k views

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

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

  3. Terminate Safe Harbor mid-year?

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

  4. Correction ADP with part QNEC/part refund

    By Lori Foresz,
    • 1 reply
    • 1.6k views

  5. Participant in two plans

    By Guest jetfaninmn,
    • 1 reply
    • 1.3k views

  6. disallowing deferrals on bonus payments

    By Guest Dash02,
    • 1 reply
    • 1.1k views

  7. 414s Comp and ADP/ACP Tests

    By zimbo,
    • 1 reply
    • 2.1k views

  8. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.2k views

  9. Signing Bonus / 401k

    By austin3515,
    • 1 reply
    • 1.6k views

  10. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 414 views

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

    By Peter Gulia,
    • 1 reply
    • 571 views

  12. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 683 views

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

    By jkharvey,
    • 1 reply
    • 1.8k views

  14. Controlled Group

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

  15. 401(k)

    By Guest rfemmons,
    • 1 reply
    • 1.1k views

  16. Short-Term Disability Programs

    By Guest margok,
    • 1 reply
    • 1.4k views

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

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

  18. Two divisions and ADP/ACP testing

    By buckaroo,
    • 1 reply
    • 1.1k views

  19. Excess deferral and match forfeiture

    By alexa,
    • 1 reply
    • 1.6k views

  20. controlled groups and testing

    By Chippy,
    • 1 reply
    • 1.1k views

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

    By Jim Chad,
    • 1 reply
    • 1.1k views

  22. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane,
    • 1 reply
    • 1.1k views

  23. Top Heavy/Safe Harbor

    By Stash026,
    • 1 reply
    • 499 views

  24. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 487 views

  25. Merge two companies into one

    By Guest HD WILLIAMS,
    • 1 reply
    • 1.9k views

  26. top 20%

    By Guest greggi39,
    • 1 reply
    • 1k views

  27. Uni-k for a partner in partnership

    By Guest LTurner,
    • 1 reply
    • 1.3k views

  28. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.2k views

  29. Plan Termination

    By Guest pcohen,
    • 1 reply
    • 1.4k views

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

    By Guest Suanne,
    • 1 reply
    • 1.2k views

  31. QDRO Distirbution

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  32. Controlled Group

    By commishvp,
    • 1 reply
    • 1.3k views

  33. Match for HCE's on Catch Up

    By Guest cconnell,
    • 1 reply
    • 1.1k views

  34. Loan 8 months behind in payments

    By Jim Chad,
    • 1 reply
    • 1.6k views

  35. Plan imposed limits and catch-up

    By MoShawn,
    • 1 reply
    • 1.4k views

  36. Coverage failure

    By Guest Bearlee,
    • 1 reply
    • 1.2k views

  37. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath,
    • 1 reply
    • 2.1k views

  38. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell,
    • 1 reply
    • 2.4k views

  39. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views

  40. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey,   
    • 1 reply
    • 983 views

  41. Foreign Owned Companies - control group?

    By 401Kerfuffle,
    • 1 reply
    • 783 views
    • WCC
    • WCC

  42. Death of Sole Proprietor

    By ac,
    • 1 reply
    • 571 views

  43. PEP - Auto Enrollment Requirement

    By 52626,
    • 1 reply
    • 550 views

  44. Catch-Up: Universal Availability and Union Plans

    By Guest Lex,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  45. Discretionary match contribution disclosure

    By DTH,
    • 1 reply
    • 1.6k views

  46. Loans to Participant Spouses under 401(k) Plan

    By Guest aprilk1,
    • 1 reply
    • 1.5k views

  47. Plan Expenses

    By Guest jhilliard,
    • 1 reply
    • 1.1k views

  48. What to do with earnings that Insurance Company won't return

    By jkharvey,
    • 1 reply
    • 1.1k views

  49. Hardship documentation

    By FundeK,
    • 1 reply
    • 2.2k views
    • RCK
    • RCK

  50. Controlled Group and compliance testing

    By Guest Achilles,
    • 1 reply
    • 1.2k views
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