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401(k) Plans

19,275 topics in this forum

  1. Top-heavy contribution requirement in new 401(k) plan in year when top

    By John A,
    • 0 replies
    • 1.3k views

  2. GUST Remedial Amendment Period / Testing Methods

    By Guest Chains,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  3. Corrective allocations a fiduciary issue?

    By Guest,
    • 8 replies
    • 2k views

  4. Can a waiver of participation be revoked by the participant?

    By Richard Anderson,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  5. Use top-hat NQDCP elective deferrals in 401(k) plan definition of comp

    By card,
    • 0 replies
    • 1.8k views

  6. How are corrective distributions treated for top-heavy determination p

    By John A,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  7. Can a company adopt a 401(k) plan in December to be effective retroact

    By Guest A. Rostosky,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  8. Short initial plan-year; is 404 deduction limit based on full-year com

    By BTH,
    • 0 replies
    • 1.5k views
    • BTH
    • BTH

  9. What administrative expenses may be charged to a plan?

    By Guest Letocha,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  10. A sole proprietor (who has employees) is setting up a 401k plan. Any

    By Guest Juracek,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  11. What is lookback year for HCE determination if plan is amended to crea

    By k man,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  12. Are annual participant statements required to be sent to 401(k) partic

    By pbarrett,
    • 3 replies
    • 2k views
    • RCK
    • RCK

  13. Match Allocated on Payroll Basis - Stop When Participant Maxes Out on

    By Christine Roberts,
    • 2 replies
    • 1.8k views

  14. 401(k) plan requires at least 1,000 hours for share of nonelective con

    By Scott,
    • 7 replies
    • 2.1k views
    • Guest
    • Guest

  15. Can a 401k plan become a market maker when offering company stock?

    By Guest JimJohnstone,
    • 3 replies
    • 1.4k views

  16. Withholding requirements for Puerto Rican residents?

    By Guest mo again,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  17. Profit sharing contribution made to safe harbor 401(k) Plan

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

  18. 1/2% owner for key employee

    By Guest Traci,
    • 4 replies
    • 1.8k views

  19. Profit Sharing Spin-off: all or only 401(k) portion?

    By Guest LDH1,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  20. Can a 401(k) plan and deferral election forms have retroactive effecti

    By Guest Bud,
    • 3 replies
    • 3.2k views

  21. May a foreign government adopt a 401(k) for its US Employees?

    By Guest W J Parks,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  22. Top-Heavy Vesting

    By Guest ndgal,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  23. What wording or code references must be in a Plan Document permitting

    By MR,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  24. Can a calendar year 401(k) plan be made safe harbor 401(k) by distribu

    By John A,
    • 17 replies
    • 3.3k views
    • Guest
    • Guest

  25. If Salary Deferrals are returned due to 415 limits what should happen

    By stephen,
    • 30 replies
    • 6.7k views
    • Guest
    • Guest

  26. Former employee has significant loss after funds changed without notic

    By Guest KGibson,
    • 8 replies
    • 2k views

  27. Participant being paid was not sent the enrollment package because he

    By John A,
    • 0 replies
    • 1.3k views

  28. Looking for a TPA for a professional employer organization's 401(k) pl

    By Guest Karens,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  29. Short Plan Year - 1st year of Safe Harbor

    By nancy,
    • 5 replies
    • 3.7k views

  30. Excess contributions distributed by mistake. How is this corrected?

    By Richard Anderson,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  31. 70 1/2 required distributions--changing mind after making initial elec

    By Guest Diane DuFresne,
    • 2 replies
    • 1.4k views

  32. Failure to provide safe harbor notice

    By Guest VAP,
    • 1 reply
    • 2k views
    • Alf
    • Alf

  33. Need Straight Answers on HCE & Annual Addition Issues

    By Guest JBarn,
    • 8 replies
    • 1.9k views
    • Guest
    • Guest

  34. Is it more common to calculate an employer matching contribution on a

    By card,
    • 21 replies
    • 8.3k views

  35. Terminating 401(k) plan holds a large forfeiture account; what to do w

    By Guest Kevin Plymyer,
    • 9 replies
    • 4.4k views
    • Guest
    • Guest

  36. I have an established 401(k) Plan that uses prior year testing. This

    By Guest Amy Keen,
    • 10 replies
    • 1.9k views
    • MR
    • MR

  37. Implementation of Separate 401k and Keough?? and integration of existi

    By Guest Sppedraza,
    • 8 replies
    • 2.2k views

  38. Pros and cons of allowing multiple outstanding loans to a 401(k) parti

    By Guest DDDlump,
    • 7 replies
    • 5k views

  39. How to max HCE contributions for new late in year 401k?

    By Guest Ed Walker,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  40. Late year change in company match

    By Guest wohtola,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  41. Does a QNEC contribution allocation formula need to be definitely dete

    By Richard Anderson,
    • 3 replies
    • 2.4k views

  42. Employer's profit-sharing and money purchase programs are under a sing

    By JWK,
    • 19 replies
    • 5.8k views

  43. Revoking a loan policy

    By Guest Pat Metallic,
    • 1 reply
    • 1.8k views

  44. Post-tax contributions

    By Guest merlin15,
    • 1 reply
    • 1.6k views

  45. What are the tax effects of depositing profit sharing contributions pa

    By Guest Tara Curran,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  46. Top heavy minimum contribution

    By eilano,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  47. Company Match taxable ?

    By Guest tkraynak,
    • 9 replies
    • 2.7k views

  48. Company A employees can be covered under Company B's 401(k) merely by

    By bzorc,
    • 20 replies
    • 3.6k views

  49. Determining who are HCEs for purposes of the ADP/ACP Tests When One Co

    By Guest smithee,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  50. How to run ADP/ACP test when plan year is amended, creating a short plan year

    By Guest cohenron,
    • 12 replies
    • 3.2k views
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