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401(k) Plans

19,275 topics in this forum

  1. When is a loan in default?

    By Guest DWARD,
    • 5 replies
    • 3k views

  2. Determining HCE's for first year of a new company

    By Guest Richard Scheer,
    • 1 reply
    • 2.4k views

  3. Forfeiture Accounts included in Top Heavy Tests?

    By Guest Renea,
    • 1 reply
    • 2.4k views

  4. 10-percent tax penalty

    By Guest BTCISP1969,
    • 3 replies
    • 1.9k views

  5. Automatic Enrollment Question

    By Guest Phil L.,
    • 1 reply
    • 1.6k views

  6. Proposed Roth 401(k) and federal employees

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

  7. In-Service Withdrawals in Money Purchase Plans

    By Guest BS,
    • 4 replies
    • 3.2k views

  8. Is a hardship withdrawal or hardship distribution from vested match an

    By John A,
    • 1 reply
    • 1.8k views

  9. Testing "Under 21/1 employees" separately in a 401(k) Plan

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

  10. Investing in LP & Venture Capital Funds, It this allowed???

    By Guest AJ Milano,
    • 1 reply
    • 1.8k views

  11. Client doesn't want to make contribution to profit sharing plan.

    By Guest Jae,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  12. Can a nonstandardized prototype plan be filed for approval without the

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

  13. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A,
    • 2 replies
    • 1.4k views

  14. Company stock in a 401(k) plan

    By Guest Julie,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  15. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.2k views

  16. Hardship Distributions--May Distributable Amount Include Earnings?

    By lkpittman,
    • 2 replies
    • 1.6k views

  17. Does an employer have to double up on deferrals if the payroll departm

    By Guest Tara Curran,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  18. A U.S. company has leased U.S. citizens in a foreign country. How are

    By Guest Leigh Lindsey,
    • 3 replies
    • 1.9k views

  19. When is 10% penalty waived on hardship distributions?

    By Guest irenes,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  20. Need new comparability training fast - Help!

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

  21. Top Heavy Test & Forfeitures

    By Guest A. Rostosky,
    • 5 replies
    • 2.8k views

  22. Is distribution of excess annual additions included in ADP test?

    By Richard Anderson,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  23. An employee cashes out of 401k, but never cashes his check -how does P

    By Guest sgriff,
    • 2 replies
    • 2.4k views

  24. Same desk rule?

    By k man,
    • 7 replies
    • 2.4k views

  25. Dollar Limits for EB Plans

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

  26. ACP test - last day requirement for match contribution

    By Guest irenes,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  27. Gap income and short plan year

    By Guest mo again,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  28. Top-heavy testing for short year plan

    By Jean,
    • 1 reply
    • 1.5k views

  29. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

    By Bri,
    • 3 replies
    • 2.3k views
    • Bri
    • Bri

  30. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks,
    • 1 reply
    • 2k views

  31. Vesting and Protected Benefits Issues When Amending and Restating a Mo

    By Guest W J Parks,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  32. Short Plan Year

    By Guest ANNEBV,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  33. LIMITS FOR NON-CALENDAR PLAN YEARS

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

  34. Deductibility of match forfeitures.

    By Guest,
    • 6 replies
    • 1.8k views

  35. Rollover to Money Purchase Plan

    By k man,
    • 1 reply
    • 1.9k views

  36. Selecting participants when auditing participant data and employee con

    By Guest Scott E. Hall,
    • 2 replies
    • 3.9k views
    • Guest
    • Guest

  37. Is there a way to learn ADP/ACP testing on my own? Is there a book, or

    By Guest Kimberly Stewart,
    • 9 replies
    • 3.3k views
    • MR
    • MR

  38. Rule of 78 for 401(k) loans

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

  39. Contribute to new 401-k or continue with my Roth IRA

    By Guest langer,
    • 1 reply
    • 2k views

  40. Audit requirements for a single employer plan where more than one empl

    By Guest Pat Metallic,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  41. what is the maximum percentage a participant can deduct in a 401(k) pl

    By Guest Tara Curran,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  42. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man,
    • 5 replies
    • 1.7k views

  43. Admin Fee Survey? Any one interested in paticipating?

    By Cathy from Chicago,
    • 2 replies
    • 1.5k views

  44. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  45. When is a compensation test required?

    By Guest MES,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  46. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson,
    • 2 replies
    • 1.5k views

  47. Parent-Sub Controlled Group Issues

    By Guest ELS,
    • 1 reply
    • 2.9k views

  48. Affiliated Service Groups

    By Guest Jae,
    • 5 replies
    • 1.8k views

  49. Warning: High Explosives! Here's an issue that many would like to pret

    By Guest tschenk,
    • 44 replies
    • 5.8k views
    • Guest
    • Guest

  50. OK to add a year end employment requirement?

    By Guest Phil L.,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest
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