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401(k) Plans

19,275 topics in this forum

  1. Top heavy contributon for a mid-year plan merger

    By KJohnson,
    • 0 replies
    • 1.6k views

  2. What do you do when a client cannot provide census data, then goes out

    By MR,
    • 1 reply
    • 1.8k views

  3. Automatic enrollment & decreased waiting periods

    By Sheila K,
    • 2 replies
    • 1.8k views

  4. Deadline for distributing deferrals to correct 415 limit?

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

  5. Is it wise to rollover a 401K to an IRA if terminating employment?

    By Guest Mountain Man,
    • 15 replies
    • 4.2k views
    • Guest
    • Guest

  6. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act

    By Guest jennifer mitchell,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  7. Can a Money Purchase Pension Plan be merged into a 401(k) plan?

    By Guest Tara Curran,
    • 8 replies
    • 5.4k views

  8. Latest date for distribution of excess annual additions?

    By Richard Anderson,
    • 3 replies
    • 2.4k views

  9. Maximum contributions in 403(b) apply to 401(k)?

    By Guest RW,
    • 1 reply
    • 1.4k views

  10. Hardship Distribution - Medical Expenses

    By Guest Karen Geiger,
    • 8 replies
    • 8.6k views

  11. What to do with after tax 401K contributions

    By Guest MikeF,
    • 3 replies
    • 2.8k views

  12. An integrated plan; top heavy; and 401(a)(4)

    By Guest SJPrince,
    • 1 reply
    • 1.6k views

  13. Terminated Participant Loans

    By Guest Tim Breedlove,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  14. Takeover 401(k) sub-s plan with owner(participant) loans.

    By pbarrett,
    • 7 replies
    • 2.4k views
    • Guest
    • Guest

  15. Distribution payable to alternate payee and another person?

    By Guest,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  16. Plan year end different than Company's year end - Determine deduction

    By Guest Becky Egan,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  17. ESOP match is based on deferrals to a separate 401(k) - is this OK an

    By Guest LMalone,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  18. Is the annual deferral limit pro-rated if plan adopted mid-year?

    By Guest Tara Curran,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  19. Can US employees of a US company who have been transfered to the UK co

    By Guest kstorch,
    • 28 replies
    • 20k views
    • Guest
    • Guest

  20. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.5k views

  21. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  22. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard,
    • 6 replies
    • 2.7k views

  23. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.6k views

  24. hardship distribution

    By k man,
    • 7 replies
    • 2.4k views

  25. Timing for testing?

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

  26. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A,
    • 9 replies
    • 3.6k views
    • Guest
    • Guest

  27. Eligible Employee Omitted from 401(k). How do we fix the lost deferra

    By Guest TrustMe401k,
    • 3 replies
    • 2.7k views

  28. Can employee/children of self employed individual be covered under a m

    By Guest dcranage,
    • 1 reply
    • 1.5k views

  29. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul

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

  30. Deferred sales charge paid by employer

    By Guest JB2,
    • 4 replies
    • 1.8k views

  31. current & prior year testing q

    By Earl,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  32. What is the latest date that an existing 401(k) plan has to adopt the

    By Guest Joe Vasko,
    • 3 replies
    • 1.7k views

  33. Commonly Controlled Businesses

    By Guest Tim Breedlove,
    • 1 reply
    • 1.4k views

  34. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor,
    • 7 replies
    • 24.2k views
    • Guest
    • Guest

  35. Two dc plans to get 25% deduction for employer?

    By Guest cascigm,
    • 2 replies
    • 1.6k views

  36. Participant cannot be reached to make a deferral election.

    By Guest Jimmy B,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  37. safe harbor 401(k)

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

  38. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2,
    • 0 replies
    • 1.6k views

  39. WAIVING DISTRIBUTION TAXES

    By Guest CHRISTA,
    • 7 replies
    • 2.2k views

  40. Allocating forfeitures to individuals who decide not to participate in

    By Guest Bill Schulze,
    • 9 replies
    • 1.9k views

  41. First Year Safe Harbor 401(k) Plan

    By Guest barrydorfman,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  42. Employee Deferrals - how long is too long? Does a long lag affect ear

    By Guest jkrainak,
    • 12 replies
    • 2.4k views

  43. Recordkeeper for Plan without Assets

    By Guest L,
    • 3 replies
    • 1.5k views

  44. Looking for reasonably priced 401(k) testing & admin software

    By Guest mwcpa,
    • 1 reply
    • 1.5k views

  45. Rollovers to a plan that does not allow rollovers.

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

  46. Are employees of a company that uses a PEO considered to have terminat

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

  47. 2000 hours for a match???

    By Guest Tim Baker,
    • 7 replies
    • 2.9k views

  48. Bundled Service Provider & a TPA

    By Guest UKH,
    • 1 reply
    • 2.1k views

  49. Pay plan expenses from forfeitures

    By jkharvey,
    • 0 replies
    • 1.7k views

  50. Life insurance -- Incidental benefit rules applies on a cumulative bas

    By R. Butler,
    • 3 replies
    • 2.3k views
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