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401(k) Plans

19,321 topics in this forum

  1. User fee applies or not?

    By BG5150,
    • 1 reply
    • 801 views

  2. 401(k) Safe Harbor Nonelective

    By ERISA25,
    • 1 reply
    • 1k views

  3. Hardship Withdrawals

    By Nassau,
    • 1 reply
    • 1.3k views

  4. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc,
    • 1 reply
    • 2.7k views

  5. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7,
    • 1 reply
    • 1.1k views

  6. Tax withhholding versus 401k deferral on irregular pay

    By Pammie57,
    • 1 reply
    • 409 views

  7. 5500 AUDIT REPORT

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

  8. 401(k) Plans - Compensation and Limits

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

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

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

  10. ADP Test Correction & RMD

    By pixiebear,
    • 1 reply
    • 547 views

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

    By Guest JimJ,
    • 1 reply
    • 1.5k views

  12. Safe-harbor 401(k)

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

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

    By billfgrady,
    • 1 reply
    • 1.3k views

  14. Account balance definition for loans

    By Guest Lawrence_Groves,
    • 1 reply
    • 1k views

  15. 2005 New Key Employee

    By Guest darrensoup,
    • 1 reply
    • 1.3k views

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

    By BG5150,
    • 1 reply
    • 1.1k views

  17. Auto enrollment, withdrawal, ADP and 5500

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

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

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

  19. REFUNDS FOR ADP FAILURE

    By JKW,
    • 1 reply
    • 1.2k views

  20. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.5k views

  21. Supplemental Wages

    By Guest PACO,
    • 1 reply
    • 1.9k views

  22. Safe-harbor 401(k)

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

  23. Top Heavy 5-year rule

    By Guest KevinP,
    • 1 reply
    • 1.2k views

  24. Rollovers to 401(k) Post-EGTRRA

    By Guest Benecon,
    • 1 reply
    • 1.3k views

  25. Hardship Maximum Withdraw

    By Guest JDK,
    • 1 reply
    • 1.3k views

  26. Otherwise excludables and safe harbor

    By rlb64,
    • 1 reply
    • 1.2k views

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

    By CharlesLeggette,   
    • 1 reply
    • 1.3k views

  28. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 443 views

  29. maximum employer contribution/deduction

    By Guest k9522,
    • 1 reply
    • 1.1k views

  30. Disability distribution from a 401(k) plan

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

  31. ADP Testing when utilizing the otherwise non-excludables

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

  32. Missed Employer Contributions

    By MBCarey,
    • 1 reply
    • 1.4k views

  33. safe harbor notice attempt in Relius

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

  34. Roth Distribution

    By Guest jetfaninmn,
    • 1 reply
    • 1k views

  35. Tiered Match - failing BRF

    By Tinman,
    • 1 reply
    • 1.4k views

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

    By austin3515,
    • 1 reply
    • 935 views

  37. Controlled Group or not

    By cpc0506,
    • 1 reply
    • 820 views

  38. Audit Requirements

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

  39. 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

  40. Prior testing and first year match

    By Jim Chad,
    • 1 reply
    • 501 views

  41. RMD 10 Year Rule

    By ALS,
    • 1 reply
    • 517 views

  42. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1k views

  43. QNEC's

    By Guest Nicole,
    • 1 reply
    • 5.7k views

  44. Non-Standardized Safeharbor plan

    By Guest halencourt,
    • 1 reply
    • 1.6k views

  45. IRS Levy Question

    By Guest Barker,
    • 1 reply
    • 1.8k views

  46. Interest calculation for late contributions?

    By Guest susan w,
    • 1 reply
    • 1.8k views

  47. Can anyone direct me to a sample copy of a Safe Harbor Notice?

    By Guest Michael Anderson,
    • 1 reply
    • 1.2k views

  48. Cap on HCE for Profit sharing? and New vesting Rules?

    By Guest Michael Anderson,
    • 1 reply
    • 1.1k views

  49. Puerto Rico 401K tax rules

    By Guest tellid,
    • 1 reply
    • 2.9k views

  50. Minimum Age Requirements

    By Guest caddieadmin,
    • 1 reply
    • 1.5k views
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