Jump to content

401(k) Plans

19,275 topics in this forum

  1. One participant 401k real estate lawsuit

    By Lawrence,   
    • 1 reply
    • 464 views

  2. Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants. Permissible?

    By OR-ERISA,
    • 1 reply
    • 727 views

  3. non union to union employee

    By Guest LBH,
    • 1 reply
    • 2.2k views

  4. Salary Deferral contributions and Sections 404 deduction limits

    By Guest Amy Harle,
    • 1 reply
    • 1.4k views

  5. Controlled Group

    By Guest Mike Schwing,
    • 1 reply
    • 1.3k views

  6. Matching contributions and Integrated PS

    By Guest carsonv,
    • 1 reply
    • 1.1k views

  7. Safe Harbor 401(k) and Top-Heavy

    By No Name,
    • 1 reply
    • 1.1k views

  8. What to do with problem investment in a self directed 401(k) plan?

    By katieinny,
    • 1 reply
    • 1.2k views

  9. LATE CONTRIBUTION, 5330, VFCP

    By Guest cxs,
    • 1 reply
    • 1.7k views

  10. Safe Harbor Notice given but plan not signed

    By Guest Pension Girl,
    • 1 reply
    • 1.3k views

  11. User fee applies or not?

    By BG5150,
    • 1 reply
    • 792 views

  12. 401(k) Safe Harbor Nonelective

    By ERISA25,
    • 1 reply
    • 1k views

  13. Hardship Withdrawals

    By Nassau,
    • 1 reply
    • 1.3k views

  14. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc,
    • 1 reply
    • 2.7k views

  15. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7,
    • 1 reply
    • 1k views

  16. Tax withhholding versus 401k deferral on irregular pay

    By Pammie57,
    • 1 reply
    • 396 views

  17. 5500 AUDIT REPORT

    By Guest JB2,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  18. 401(k) Plans - Compensation and Limits

    By Guest T Cahoon,
    • 1 reply
    • 1.5k views
    • Alf
    • Alf

  19. Payroll-based SH match timing question--off calendar

    By BG5150,
    • 1 reply
    • 359 views
    • Bri
    • Bri

  20. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 501 views

  21. Salary & Hourly Plan - HCE's want In, Can lookback be used

    By Guest JimJ,
    • 1 reply
    • 1.5k views

  22. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.2k views

  23. Timing of termination of PSP, application for determination letter and ERISA Notice

    By billfgrady,
    • 1 reply
    • 1.3k views

  24. Account balance definition for loans

    By Guest Lawrence_Groves,
    • 1 reply
    • 1k views

  25. 2005 New Key Employee

    By Guest darrensoup,
    • 1 reply
    • 1.2k views

  26. Changing from prior yet to current (or vice versa)

    By BG5150,
    • 1 reply
    • 1.1k views

  27. Auto enrollment, withdrawal, ADP and 5500

    By Dazednconfused,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  28. Who is key officer in fiscal year 401k plan

    By jkharvey,
    • 1 reply
    • 3k views
    • GMK
    • GMK

  29. REFUNDS FOR ADP FAILURE

    By JKW,
    • 1 reply
    • 1.2k views

  30. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.4k views

  31. Supplemental Wages

    By Guest PACO,
    • 1 reply
    • 1.9k views

  32. Safe-harbor 401(k)

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.3k views

  33. Top Heavy 5-year rule

    By Guest KevinP,
    • 1 reply
    • 1.2k views

  34. Rollovers to 401(k) Post-EGTRRA

    By Guest Benecon,
    • 1 reply
    • 1.3k views

  35. Hardship Maximum Withdraw

    By Guest JDK,
    • 1 reply
    • 1.3k views

  36. Otherwise excludables and safe harbor

    By rlb64,
    • 1 reply
    • 1.2k views

  37. A mutual fund company fully vests participants receiving discretionary matching in a former Safe Harbor Plan

    By CharlesLeggette,   
    • 1 reply
    • 1.3k views

  38. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 427 views

  39. maximum employer contribution/deduction

    By Guest k9522,
    • 1 reply
    • 1.1k views

  40. Disability distribution from a 401(k) plan

    By Guest k9522,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  41. ADP Testing when utilizing the otherwise non-excludables

    By Guest jhilliard,
    • 1 reply
    • 1.2k views
    • Earl
    • Earl

  42. Missed Employer Contributions

    By MBCarey,
    • 1 reply
    • 1.4k views

  43. safe harbor notice attempt in Relius

    By Tom Poje,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  44. Roth Distribution

    By Guest jetfaninmn,
    • 1 reply
    • 1k views

  45. Tiered Match - failing BRF

    By Tinman,
    • 1 reply
    • 1.4k views

  46. Testing using net comp - K-1's

    By austin3515,
    • 1 reply
    • 925 views

  47. Controlled Group or not

    By cpc0506,
    • 1 reply
    • 810 views

  48. Audit Requirements

    By 401king,
    • 1 reply
    • 976 views
    • GMK
    • GMK

  49. Changing a fiscal year plan to a calendar year plan with the plan sponsor remaining on the fiscal year

    By Guest Diane DuFresne,
    • 1 reply
    • 2.9k views

  50. Prior testing and first year match

    By Jim Chad,
    • 1 reply
    • 490 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept