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401(k) Plans

19,317 topics in this forum

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

    By John A,
    • 0 replies
    • 1.3k views

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

    By PMC,
    • 12 replies
    • 2.2k views

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

    By Guest TW2000,
    • 23 replies
    • 5.8k views

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

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

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

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

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

    By John A,
    • 2 replies
    • 1.5k views

  7. Participant directed vs non-particpant directed

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

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

    By Brenda Wren,
    • 10 replies
    • 2.6k views

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

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

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

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

  11. VCR v. APRSC

    By Guest BTCISP1969,
    • 1 reply
    • 1.6k views

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

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

  13. Matching contributions by a Partnership

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

  14. Electronic Signature legislation

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

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

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

  16. Confused about required aggregation

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

  17. Minimum Age Requirement

    By Guest hitt24,
    • 5 replies
    • 2.5k views

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

    By Guest hitt24,
    • 1 reply
    • 1.4k views

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

    By Guest wallacea,
    • 8 replies
    • 2.5k views
    • Guest
    • Guest

  20. Spousal Waiver of annuity options

    By Guest gasher,
    • 2 replies
    • 2.1k views

  21. Plan terminations using plan assets?

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

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

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

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

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

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

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

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

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

  26. How to answer the 404(c) question answered on the 5500?

    By Guest JimP,
    • 7 replies
    • 2.9k views
    • Guest
    • Guest

  27. Annual additions

    By imchipbrown,
    • 2 replies
    • 1.8k views

  28. Rollovers of Keogh into 401(k) plans

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

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

    By Guest SJPrince,
    • 5 replies
    • 1.7k views

  30. 5500 for a plan that has been merged into another?

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

  31. Definition of 5% Owner for Purposes of the Required Beginning Date.

    By Guest helmethead,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  32. Increase your match, but fail to amend plan. What to do, what to do.

    By MR,
    • 1 reply
    • 1.6k views

  33. Can employee deferrals be invested before profit sharing plan is actua

    By Guest vrp,
    • 2 replies
    • 1.5k views

  34. Poor Communication by Previous Employer Causes Great Losses to Persona

    By Guest Dan E.,
    • 5 replies
    • 2.4k views
    • Guest
    • Guest

  35. When doing a distribution of Excess Aggreate Contributions to correct

    By Guest jeffgh24,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  36. Treatment of deferrals in excess of 402(g) limit ($10,000 in 1999) in

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

  37. ADP/ACP testing plan that becomes multiple employer mid-year

    By Guest Jordan,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  38. Illegal for an insurance company to steer participants into their prop

    By Guest Breathnach,
    • 1 reply
    • 1.4k views

  39. Vesting requirements for a short plan year prior to plan merger

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

  40. Amending to "Safe-Harbor" 401(k)

    By SMB,
    • 2 replies
    • 1.4k views
    • MR
    • MR

  41. Top Heavy Term Plan Question

    By Hoard1,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  42. 404 limit for Money Purchase and 401(k) safe harbor plans.

    By Richard Anderson,
    • 1 reply
    • 1.5k views

  43. 501(c)(3) adopt a 401(k) Plan?

    By Guest Bob Lees,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  44. What happens to 5500's filed separately for participating employers in

    By MR,
    • 1 reply
    • 1.9k views

  45. Super top heavy minimum contribution for a profit shating plan

    By Guest Pat Metallic,
    • 3 replies
    • 1.9k views

  46. Definition of Compensation

    By Guest Tim Brown,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  47. Safe Harbor for Short Year Plans

    By Guest bobbysmith,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  48. Deductibility of employer contributions.

    By Guest Barton Haag,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

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

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

  50. When does an employee cease being an "Employee" for plan pur

    By John A,
    • 3 replies
    • 2.9k views
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