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401(k) Plans

19,451 topics in this forum

  1. IRA contr and 401(k)

    By Guest Brenda Schachle,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  2. 401(k) top heavy exception

    By Guest wcoleman,
    • 2 replies
    • 1.7k views

  3. C1 Exam Study Group

    By Guest James Osterhaus,
    • 3 replies
    • 1.2k views

  4. Termination Distribution fees paid by plan participant

    By 2muchstress,
    • 11 replies
    • 3.6k views

  5. Adding Safe Harbor

    By nancy,
    • 11 replies
    • 3.1k views

  6. LUMP SUM TO REHIRED PARTICIPANT

    By Guest ROB VIDOVICH,
    • 2 replies
    • 1.6k views

  7. Mutual Fund Software

    By Guest tintree73,
    • 2 replies
    • 977 views
    • Guest
    • Guest

  8. Terminating Plan

    By Guest lforesz,
    • 8 replies
    • 3.6k views

  9. Wickersham retired?

    By KJohnson,
    • 16 replies
    • 6.6k views
    • Guest
    • Guest

  10. Uni-K as S Corp Owner?

    By Scott,
    • 11 replies
    • 2.9k views

  11. Safe Harbor Contributions

    By Guest nps,
    • 1 reply
    • 1.3k views

  12. 402(g)

    By Guest Joanne Davey,
    • 3 replies
    • 1.3k views

  13. asset in plan has market value of $0

    By Guest D. Leeke,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  14. Distributions on Plan Termination

    By Guest clh,
    • 2 replies
    • 1.3k views

  15. Form 5330 and VFC Program

    By Guest cosmo01,
    • 1 reply
    • 1.3k views

  16. Early Eligibility for Safe Harbor Testing

    By smm,
    • 3 replies
    • 1.4k views

  17. Corrective Distributions

    By Guest Jenn,
    • 1 reply
    • 1.3k views

  18. Late contributions for some participants

    By Guest tonjer,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  19. ADP testing on terminating plan

    By Guest chris4013,
    • 2 replies
    • 2.1k views

  20. Ineligible Participants

    By Guest susa,
    • 1 reply
    • 1k views

  21. Terminated employee rollovers

    By Guest wjr,
    • 17 replies
    • 6.7k views

  22. Changing eligibility

    By Guest chris4013,
    • 7 replies
    • 1.9k views

  23. Retirees insurance eligibility notification

    By Guest famu92,
    • 0 replies
    • 944 views
    • Guest
    • Guest

  24. PS Shortfall in Floor/offset

    By Guest Ddalk,
    • 4 replies
    • 1.1k views

  25. No Longer a Participating Employer

    By Guest JEP,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  26. Corrective Distributions

    By Guest Michael S. Ouellette,
    • 1 reply
    • 1.1k views

  27. HCE Determination

    By DTH,
    • 3 replies
    • 1.4k views

  28. annuity overpayments

    By Guest TroyRiley,
    • 3 replies
    • 1.9k views

  29. Okay to grant service with previous employer?

    By John A,
    • 0 replies
    • 1.1k views

  30. Loan Interest

    By Guest mgreenwald,
    • 4 replies
    • 1.3k views

  31. ADP correction using catch up provision

    By Guest nps,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  32. Vesting

    By Guest mbb03,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  33. Prohibited Transactions and reporting on From 5330

    By Guest kwagner,
    • 6 replies
    • 3.7k views

  34. Rollover of Simple IRA into 401k?

    By Guest Amanda Davis,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  35. Failing ACP test and refunding contributions

    By Guest buyertoday,
    • 3 replies
    • 1.3k views

  36. Effect of Reemployment upon Contribution Suspensio

    By Guest rocnrols2,
    • 0 replies
    • 969 views
    • Guest
    • Guest

  37. adding 401(k) and safe Harbor

    By Earl,
    • 2 replies
    • 1.3k views

  38. Discretionary Match

    By Guest PSH,
    • 9 replies
    • 10.5k views
    • Guest
    • Guest

  39. ADP Refunds/plan terminating

    By Guest chris4013,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  40. Missing Participants/Terminating Plan

    By Guest Donaldson,
    • 4 replies
    • 2.3k views

  41. Payout do to death

    By FJR,
    • 6 replies
    • 1.4k views
    • Guest
    • Guest

  42. safe harbor notice

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

  43. Revenue Sharing Restrictions

    By Guest jmiskey,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  44. S Corps and Controlled Groups

    By Guest LLandau,
    • 7 replies
    • 2.4k views
    • Guest
    • Guest

  45. 401(k) options.

    By Guest kavitha,
    • 16 replies
    • 2.5k views

  46. Safe Harbor Matching

    By Guest PAINPA,
    • 1 reply
    • 1.1k views

  47. Plan Document Signature Requirements

    By Guest CRA,
    • 10 replies
    • 3.6k views

  48. EGTRRA and Comp Limit

    By Guest CRC02,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  49. Rolling non-conduit IRA (w/aftertax) to 401(a) Pla

    By Guest DeePA,
    • 1 reply
    • 3.3k views

  50. HCE

    By Guest Jenn,
    • 1 reply
    • 1.8k views
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