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401(k) Plans

19,297 topics in this forum

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

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

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

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

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

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

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

    By MR,
    • 1 reply
    • 1.9k views

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

    By k man,
    • 17 replies
    • 8.7k views

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

    By richard,
    • 3 replies
    • 1.9k views

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

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

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

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

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

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

  10. Hardship withdrawals from SIMPLE 401K's

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

  11. 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

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

    By Guest JimJ,
    • 5 replies
    • 2.6k views

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

    By Guest boberlander,
    • 2 replies
    • 1.8k views

  14. Taxation of Death Benefits in 401k plans

    By Guest DDDAY,
    • 1 reply
    • 2.4k views

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

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

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

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

  17. Testing benefits across company lines and payroll issues.

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

  18. 401(k)Immediate Eligibiltiy & Enrollment?

    By Guest wgray,
    • 1 reply
    • 1.7k views

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

    By Guest todd,
    • 5 replies
    • 5.6k views

  20. Puerto Rico Employees

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

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

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

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

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

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

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

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

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

  25. K1 Processing

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

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

    By John A,
    • 1 reply
    • 2.3k views

  27. Do you do SSA's?

    By MR,
    • 6 replies
    • 1.9k views

  28. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ,
    • 1 reply
    • 1.6k views

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

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

  30. Limit on deferrals from a single paycheck?

    By John A,
    • 2 replies
    • 1.5k views

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

    By John A,
    • 0 replies
    • 1.3k views

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

    By PMC,
    • 12 replies
    • 2.2k views

  33. Has anyone had any experience with amending a 401(k) plan so that all

    By Guest TW2000,
    • 23 replies
    • 5.8k views

  34. Employee goes from hourly to salaried with same employer leaving balan

    By KIP KRAUS,
    • 5 replies
    • 2k views
    • Guest
    • Guest

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

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

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

    By John A,
    • 2 replies
    • 1.5k views

  37. Participant directed vs non-particpant directed

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

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

    By Brenda Wren,
    • 10 replies
    • 2.6k views

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

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

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

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

  41. VCR v. APRSC

    By Guest BTCISP1969,
    • 1 reply
    • 1.6k views

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

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

  43. Matching contributions by a Partnership

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

  44. Electronic Signature legislation

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

  45. Can a plan use the sole proprietor's social security number as its EIN

    By Guest Tara Curran,
    • 6 replies
    • 2.8k views

  46. Confused about required aggregation

    By Guest JBarn,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  47. Minimum Age Requirement

    By Guest hitt24,
    • 5 replies
    • 2.5k views

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

    By Guest hitt24,
    • 1 reply
    • 1.4k views

  49. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea,
    • 8 replies
    • 2.4k views
    • Guest
    • Guest

  50. Spousal Waiver of annuity options

    By Guest gasher,
    • 2 replies
    • 2.1k views
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