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401(k) Plans

19,317 topics in this forum

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

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

  2. 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

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

    By John A,
    • 3 replies
    • 1.7k views

  4. Cost of Living Adjustments for 2001

    By Guest Laura,
    • 8 replies
    • 3k views
    • Guest
    • Guest

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

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

  6. Taxation of Death Benefits in 401k plans

    By Guest DDDAY,
    • 1 reply
    • 2.4k views

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

    By Guest JimJ,
    • 5 replies
    • 2.7k views

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

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

  9. Testing benefits across company lines and payroll issues.

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

  10. 401(k)Immediate Eligibiltiy & Enrollment?

    By Guest wgray,
    • 1 reply
    • 1.7k views

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

    By Guest boberlander,
    • 2 replies
    • 1.8k views

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

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

  13. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter,
    • 1 reply
    • 1.6k views

  14. K1 Processing

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

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

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

  16. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

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

  17. Voluntary after-tax employee contributions to a 401(m) plan

    By Guest J D DeBacker,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  18. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ,
    • 1 reply
    • 1.6k views

  19. Are hardship rules any different under a safe harbor 401(k) plan?

    By John A,
    • 1 reply
    • 2.3k views

  20. Do you do SSA's?

    By MR,
    • 6 replies
    • 1.9k views

  21. Minimum service conditions for safe-harbor 401(k) plan 3% nonelective

    By John A,
    • 0 replies
    • 1.3k views

  22. Puerto Rico Employees

    By Guest hitt24,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  23. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith,
    • 2 replies
    • 3.2k views

  24. Do correcting QNECS need to be factored into following year testing?

    By John A,
    • 2 replies
    • 1.5k views

  25. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

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

    By Guest todd,
    • 5 replies
    • 5.7k views

  27. Participant directed vs non-particpant directed

    By Guest todd,
    • 1 reply
    • 8.2k views
    • MR
    • MR

  28. Does anyone know where I can get an example of how to compute the 5330

    By Guest Phil L.,
    • 10 replies
    • 3.3k views

  29. Limit on deferrals from a single paycheck?

    By John A,
    • 2 replies
    • 1.5k views

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

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

  31. Is this plan design a "safe harbor" 401(k) plan?

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

  32. VCR v. APRSC

    By Guest BTCISP1969,
    • 1 reply
    • 1.6k views

  33. Client refuses to remove excess contributions; wants to reduce future

    By Brenda Wren,
    • 10 replies
    • 2.6k views

  34. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  35. Matching contributions by a Partnership

    By preErisa,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  36. I am trying to find a good example of how coverage testing works.

    By Guest hitt24,
    • 1 reply
    • 1.4k views

  37. Electronic Signature legislation

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

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

    By Guest Pete Swisher,
    • 4 replies
    • 4.8k views

  39. Spousal Waiver of annuity options

    By Guest gasher,
    • 2 replies
    • 2.1k views

  40. OK for employer to pay an annual per-participant charges for employed

    By PMC,
    • 12 replies
    • 2.2k views

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

    By Guest Gage,
    • 6 replies
    • 3.3k views

  42. Plan terminations using plan assets?

    By Cathy from Chicago,
    • 2 replies
    • 1.6k views

  43. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X,
    • 1 reply
    • 1.3k views

  44. Rollovers of Keogh into 401(k) plans

    By Guest susan w,
    • 1 reply
    • 5.5k views

  45. Annual additions

    By imchipbrown,
    • 2 replies
    • 1.8k views

  46. ADP/ACP statutory minimum age 21 with one year of service, but what ar

    By Guest Kevin Plymyer,
    • 3 replies
    • 3.1k views

  47. What happens if a participant elects to defer 8%; however, the company

    By Guest Tracy H,
    • 2 replies
    • 1.5k views

  48. Top Heavy contribution to a new participant vs. contributions to the r

    By Guest SJPrince,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  49. 5500 for a plan that has been merged into another?

    By Guest SJPrince,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  50. Eliminate DB stuff from DC plan? I hope?

    By Guest SJPrince,
    • 5 replies
    • 1.7k views
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