Jump to content

401(k) Plans

19,334 topics in this forum

  1. 401k plan amends to charge participant a distribution fee

    By jkharvey,
    • 1 reply
    • 1.2k views

  2. Dual Eligibility

    By justatester,
    • 1 reply
    • 1.1k views

  3. who can be present for IRS/DOL audit

    By AKconsult,
    • 1 reply
    • 938 views

  4. amending a safe harbor Plan

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

  5. 1099 R for Participant with Roth and non-Roth monies

    By Pammie57,
    • 1 reply
    • 655 views

  6. plan consolidation

    By thepensionmaven,
    • 1 reply
    • 826 views

  7. Eligibility on change in Organization structure

    By Lawrence,   
    • 1 reply
    • 518 views

  8. COVID Emergency Sick Leave Wages

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

  9. allocation of forfeitures

    By Guest le190,
    • 1 reply
    • 1.4k views

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

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

  11. Hardship Withdrawals and Documentation

    By Guest Benmark,
    • 1 reply
    • 2.3k views

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

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

  13. Terminate Safe Harbor mid-year?

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

  14. Correction ADP with part QNEC/part refund

    By Lori Foresz,
    • 1 reply
    • 1.7k views

  15. Participant in two plans

    By Guest jetfaninmn,
    • 1 reply
    • 1.3k views

  16. disallowing deferrals on bonus payments

    By Guest Dash02,
    • 1 reply
    • 1.1k views

  17. 414s Comp and ADP/ACP Tests

    By zimbo,
    • 1 reply
    • 2.1k views

  18. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.2k views

  19. Signing Bonus / 401k

    By austin3515,
    • 1 reply
    • 1.6k views

  20. Successor Plan - The surprise plan

    By FishOn,
    • 1 reply
    • 422 views

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

    By Peter Gulia,
    • 1 reply
    • 576 views

  22. 401(k) Plan Transferred to PEP

    By WBTPA,
    • 1 reply
    • 693 views

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

    By jkharvey,
    • 1 reply
    • 1.8k views

  24. Controlled Group

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

  25. 401(k)

    By Guest rfemmons,
    • 1 reply
    • 1.1k views

  26. Short-Term Disability Programs

    By Guest margok,
    • 1 reply
    • 1.4k views

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

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

  28. Two divisions and ADP/ACP testing

    By buckaroo,
    • 1 reply
    • 1.1k views

  29. Excess deferral and match forfeiture

    By alexa,
    • 1 reply
    • 1.6k views

  30. controlled groups and testing

    By Chippy,
    • 1 reply
    • 1.1k views

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

    By Jim Chad,
    • 1 reply
    • 1.1k views

  32. 401(a)(17) limit and Plan Definition of Comp

    By SadieJane,
    • 1 reply
    • 1.1k views

  33. Top Heavy/Safe Harbor

    By Stash026,
    • 1 reply
    • 505 views

  34. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 495 views

  35. Merge two companies into one

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

  36. top 20%

    By Guest greggi39,
    • 1 reply
    • 1k views

  37. Uni-k for a partner in partnership

    By Guest LTurner,
    • 1 reply
    • 1.3k views

  38. Involuntary Cash-Outs

    By Guest Chaffee,
    • 1 reply
    • 1.2k views

  39. Plan Termination

    By Guest pcohen,
    • 1 reply
    • 1.4k views

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

    By Guest Suanne,
    • 1 reply
    • 1.2k views

  41. QDRO Distirbution

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  42. Controlled Group

    By commishvp,
    • 1 reply
    • 1.3k views

  43. Match for HCE's on Catch Up

    By Guest cconnell,
    • 1 reply
    • 1.1k views

  44. Loan 8 months behind in payments

    By Jim Chad,
    • 1 reply
    • 1.6k views

  45. Plan imposed limits and catch-up

    By MoShawn,
    • 1 reply
    • 1.4k views

  46. Coverage failure

    By Guest Bearlee,
    • 1 reply
    • 1.2k views

  47. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath,
    • 1 reply
    • 2.1k views

  48. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell,
    • 1 reply
    • 2.4k views

  49. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views

  50. 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
    • 993 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept