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401(k) Plans

19,275 topics in this forum

  1. Correction of forfeitures

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

  2. Need 6621(a)(2) Rate

    By Guest,
    • 2 replies
    • 1.9k views

  3. ERISA notification on change in structure of company match.

    By Guest JACarroll,
    • 1 reply
    • 2k views

  4. Divorced participant dies w/out changing beneficiary designation that

    By Guest M. Massaro,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  5. Website w/ payroll illustrator showing immediate tax advantages of par

    By Guest susan w,
    • 1 reply
    • 6.9k views
    • Guest
    • Guest

  6. Tax treatment of NUA of the employer's stock in a lump sum distributi

    By Guest kazand,
    • 3 replies
    • 3.9k views

  7. Valid signature & elections on second distribution

    By Guest Phil L,
    • 3 replies
    • 2.1k views

  8. Plan Loans - Merged Plans - Can Post-Termination Loan Continuation Pro

    By rocknrolls2,
    • 1 reply
    • 1.9k views

  9. Employer's stock NUA - clarifiacation.

    By Guest kazand,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  10. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6

    By Guest ANNEBV,
    • 2 replies
    • 1.7k views
    • Alf
    • Alf

  11. Does being a director of a non-profit corporation equate to voting pow

    By Earl,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  12. Super Top Heavy Minimum in a Defined Contribution Plan

    By Guest BS,
    • 3 replies
    • 5.3k views
    • Guest
    • Guest

  13. Opinions on the "401(k) Plan of the Future" - unlimited inve

    By Guest tschenk,
    • 13 replies
    • 3.1k views
    • Guest
    • Guest

  14. Same Desk Rule/RevRul 2000-27

    By Christine Roberts,
    • 8 replies
    • 3.3k views
    • Guest
    • Guest

  15. Cite for not being able to require 2 years for eligibility for safe-ha

    By John A,
    • 3 replies
    • 1.6k views

  16. How can I find a missing beneficiary under a 401k plan, for whom I hav

    By Guest Gage,
    • 6 replies
    • 3.3k views

  17. 100% owner of company wants to invest his account balance into the com

    By Guest Kelly Bermes,
    • 2 replies
    • 1.8k views

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

    By jkharvey,
    • 1 reply
    • 1.8k views

  19. Sponsor refuses to make required top-heavy contributions to a 401(k) p

    By Guest Richard Scheer,
    • 2 replies
    • 2.1k views

  20. Can Rev. Rul. 2000-27 be applied retroactively, for example to a sale

    By Scott,
    • 0 replies
    • 1.4k views

  21. 401(k) Plan Loan Documentary Stamp Tax

    By Guest,
    • 1 reply
    • 2.1k views

  22. Anyone else going to the ASPA conference in Washington DC?

    By Guest,
    • 2 replies
    • 1.6k views

  23. What forms or initial actions need to be taken by plan sponsor with th

    By Guest Mark Manning,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  24. OK for employer to hold employees' 401(k) contributions in a separate

    By Guest scott shoe,
    • 1 reply
    • 1.5k views

  25. Plan offers brokerage to only those with substantial balances - discri

    By MR,
    • 8 replies
    • 2.8k views

  26. Statistics on Matching Contributions: Annual Match vs. Payroll Period?

    By John A,
    • 0 replies
    • 1.8k views

  27. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  28. Can plan apply forfeitures to fund QNECs required to pass ADP test?

    By Guest Cindy Lambert,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  29. Can a participant who reached retirement age, roll his account to a tr

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

  30. Can a 70 1/2 year old continue deferrals while receiving MRD?

    By Guest Tara Curran,
    • 1 reply
    • 1.8k views

  31. Interested in Trust type 401(k) funding product alternative to variabl

    By Guest J. David Wright,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  32. How to perform ADP test for multiple employer plan sponsored by a leas

    By MR,
    • 1 reply
    • 1.9k views

  33. DOL dings employer for failure to deposit elective deferrals within 7

    By k man,
    • 17 replies
    • 8.6k views

  34. What is most common matching contribution level for 401(k) plans in th

    By richard,
    • 3 replies
    • 1.9k views

  35. Employer uses "lottery" to select HCEs who must stop making

    By Guest SJPrince,
    • 30 replies
    • 4.9k views
    • Guest
    • Guest

  36. Profit sharing adds safe harbor 401(k) mid-year. Does the employer ha

    By R. Butler,
    • 5 replies
    • 4.2k views

  37. Client faces audit and can't locate prior plan records...

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

  38. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  39. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS,
    • 1 reply
    • 1.7k views
    • Alf
    • Alf

  40. What's a normal black-out period when converting a plan from one recor

    By Guest JimJ,
    • 5 replies
    • 2.6k views

  41. Ever filed amended 5330 to try to get money back?

    By Guest boberlander,
    • 2 replies
    • 1.8k views

  42. Taxation of Death Benefits in 401k plans

    By Guest DDDAY,
    • 1 reply
    • 2.4k views

  43. Are 401k deferrals through 125 plan subject to FICA?

    By Guest Pete Swisher,
    • 4 replies
    • 4.7k views

  44. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer,
    • 1 reply
    • 1.6k views

  45. Testing benefits across company lines and payroll issues.

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

  46. 401(k)Immediate Eligibiltiy & Enrollment?

    By Guest wgray,
    • 1 reply
    • 1.7k views

  47. single employer vs multi-employer plan????

    By Guest todd,
    • 5 replies
    • 5.6k views

  48. Puerto Rico Employees

    By Guest hitt24,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  49. A participant with an outstanding loan files for bankruptcy and the pl

    By k man,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  50. Is the plan sponsor required to retain old Summary Plan Descriptions?

    By Guest mo again,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest
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