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401(k) Plans

19,275 topics in this forum

  1. 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

  2. Gap income and short plan year

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

  3. Short Plan Year

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

  4. Top-heavy testing for short year plan

    By Jean,
    • 1 reply
    • 1.5k views

  5. Deductibility of match forfeitures.

    By Guest,
    • 6 replies
    • 1.8k views

  6. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

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

  7. Selecting participants when auditing participant data and employee con

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

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

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

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

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

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

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

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

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

  12. LIMITS FOR NON-CALENDAR PLAN YEARS

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

  13. Rollover to Money Purchase Plan

    By k man,
    • 1 reply
    • 1.9k views

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

    By Guest langer,
    • 1 reply
    • 2k views

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

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

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

    By k man,
    • 5 replies
    • 1.7k views

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

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

  18. 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

  19. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin,
    • 8 replies
    • 1.5k views
    • Guest
    • Guest

  20. When is a compensation test required?

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

  21. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

    By Guest glhotdog,
    • 8 replies
    • 6.9k views
    • Guest
    • Guest

  22. Parent-Sub Controlled Group Issues

    By Guest ELS,
    • 1 reply
    • 2.9k views

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

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

  24. OK to add a year end employment requirement?

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

  25. Automatic enrollment & decreased waiting periods

    By Sheila K,
    • 2 replies
    • 1.8k views

  26. Different levels of matching contributions

    By Guest dlm,
    • 7 replies
    • 10.6k views
    • Guest
    • Guest

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

    By KJohnson,
    • 0 replies
    • 1.6k views

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

    By MR,
    • 1 reply
    • 1.8k views

  29. Accountant's audit needed? Brother-sister group of more than 100 emplo

    By Guest Don J. Smith,
    • 3 replies
    • 1.6k views

  30. Deadline for distributing deferrals to correct 415 limit?

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

  31. Hardship Distribution - Medical Expenses

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

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

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

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

    By Guest RW,
    • 1 reply
    • 1.4k views

  34. What to do with after tax 401K contributions

    By Guest MikeF,
    • 3 replies
    • 2.8k views

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

    By Guest SJPrince,
    • 1 reply
    • 1.6k views

  36. Terminated Participant Loans

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

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

    By Guest TrustMe401k,
    • 3 replies
    • 2.7k views

  38. safe harbor 401(k)

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

  39. 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

  40. Distribution payable to alternate payee and another person?

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

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

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

  42. hardship distribution

    By k man,
    • 7 replies
    • 2.4k views

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

    By Guest Leonard,
    • 6 replies
    • 2.7k views

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

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

  45. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.5k views

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

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

  47. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.6k views

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

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

  49. Timing for testing?

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

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

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