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401(k) Plans

19,317 topics in this forum

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

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

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

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

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

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

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

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

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

    By John A,
    • 2 replies
    • 1.4k views

  6. Company stock in a 401(k) plan

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

  7. Include Puerto Rican residents in plan testing?

    By Guest rchambers,
    • 13 replies
    • 5.2k views

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

    By lkpittman,
    • 2 replies
    • 1.6k views

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

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

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

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

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

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

  12. Need new comparability training fast - Help!

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

  13. Top Heavy Test & Forfeitures

    By Guest A. Rostosky,
    • 5 replies
    • 2.9k views

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

    By Richard Anderson,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

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

    By Guest sgriff,
    • 2 replies
    • 2.5k views

  16. Same desk rule?

    By k man,
    • 7 replies
    • 2.5k views

  17. Dollar Limits for EB Plans

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

  18. ACP test - last day requirement for match contribution

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

  19. Gap income and short plan year

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

  20. Top-heavy testing for short year plan

    By Jean,
    • 1 reply
    • 1.5k views

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

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

  22. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

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

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

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

  24. Short Plan Year

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

  25. LIMITS FOR NON-CALENDAR PLAN YEARS

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

  26. Deductibility of match forfeitures.

    By Guest,
    • 6 replies
    • 1.8k views

  27. Rollover to Money Purchase Plan

    By k man,
    • 1 reply
    • 1.9k views

  28. Selecting participants when auditing participant data and employee con

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

  29. 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

  30. Rule of 78 for 401(k) loans

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

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

    By Guest langer,
    • 1 reply
    • 2k views

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

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

  33. 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

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

    By k man,
    • 5 replies
    • 1.7k views

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

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

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

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

  37. When is a compensation test required?

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

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

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

  39. Parent-Sub Controlled Group Issues

    By Guest ELS,
    • 1 reply
    • 3k views

  40. Affiliated Service Groups

    By Guest Jae,
    • 5 replies
    • 1.8k views

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

    By Guest tschenk,
    • 44 replies
    • 5.9k views
    • Guest
    • Guest

  42. OK to add a year end employment requirement?

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

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

    By KJohnson,
    • 0 replies
    • 1.6k views

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

    By MR,
    • 1 reply
    • 1.8k views

  45. Automatic enrollment & decreased waiting periods

    By Sheila K,
    • 2 replies
    • 1.8k views

  46. Deadline for distributing deferrals to correct 415 limit?

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

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

    By Guest Mountain Man,
    • 15 replies
    • 4.3k views
    • Guest
    • Guest

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

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

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

    By Guest Tara Curran,
    • 8 replies
    • 5.5k views

  50. Latest date for distribution of excess annual additions?

    By Richard Anderson,
    • 3 replies
    • 2.4k views
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