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401(k) Plans

19,275 topics in this forum

  1. Loan as a rollover from one employer 401(k) to new er 401(k) plan

    By Guest pinsall,
    • 7 replies
    • 2.6k views

  2. Same Desk Rule/RevRul 2000-27

    By Christine Roberts,
    • 8 replies
    • 3.3k views
    • Guest
    • Guest

  3. 2 Person Non-Profit 401(k)

    By Guest Tracy H,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  4. Loss of controlled group status/timing of spin-off for prototype plan?

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

  5. "Bridge" loans on plan termination

    By JWK,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  6. Top Heavy 401k Plan

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

  7. Death Benefit with loan

    By Guest CGBS,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  8. Loan Fees

    By Guest Melissa Winslow,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  9. Getting Participants to Sign Waiver Regarding Self-Direction of 401(k)

    By Guest McElroy,
    • 2 replies
    • 1.5k views

  10. Multiple Employer Welfare Arrangements (MEWA)

    By Guest Lizzie,
    • 5 replies
    • 3.2k views

  11. Top Heavy Minimum Contribution

    By Guest Frank Jackson,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  12. Can a 401(k) participant buy securities on margin within his or her se

    By AndyT,
    • 6 replies
    • 1.8k views

  13. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M],
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  14. same desk rule

    By k man,
    • 0 replies
    • 1.4k views

  15. Responsibility of new TPA for error by prior TPA

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

  16. Investment Fees

    By Guest NAdministrator,
    • 2 replies
    • 1.4k views

  17. Plan Sponsor/Trustee responsible for losses or forfeiture investments?

    By John A,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  18. Terminated Participants charged their share of fees.

    By Guest Tim Breedlove,
    • 9 replies
    • 2.5k views

  19. penaly tax for late 401K deposits

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

  20. Combining employee elective deferrals and company match contributions

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

  21. After-Tax Basis Recovery

    By Guest Frank Jackson,
    • 1 reply
    • 1.8k views

  22. Where do I file an ERISA complaint?

    By Guest rachel miller,
    • 2 replies
    • 2.9k views

  23. LLC members & loans

    By Guest pinsall,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  24. Hardship Questions - 1) if too little paid initially 2) include deferr

    By John A,
    • 0 replies
    • 1.3k views

  25. Plain English coverage explanation

    By Guest TrustMe401k,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  26. How is the match on excess deferrals treated?

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

  27. Excess Annual Additions

    By nancy,
    • 2 replies
    • 1.6k views

  28. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince,
    • 1 reply
    • 1.9k views

  29. "true up" matching contributions on new participants

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

  30. Is there an exception to the multiple use test for a Plan amendment?

    By Lynn Campbell,
    • 1 reply
    • 1.2k views

  31. ADP/ACP test

    By Guest Rick Butler,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  32. 401(k) Illustration Software

    By Dawn Hafner,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  33. SIMPLE 401(k) plan - two HCEs have exceeded the 415 limits - deferrals

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

  34. Safe Harbor Nonelective in Integrated Plan

    By Guest JL,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest

  35. 401(k) Plan w/o NHCE

    By Hoard1,
    • 6 replies
    • 1.7k views

  36. Questions when interviewing new Plan Council

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

  37. 401k NET PAY CALCULATIONS

    By Guest jfgc,
    • 1 reply
    • 1.5k views

  38. ADP Test in Control Groups

    By Guest JF,
    • 2 replies
    • 3.5k views
    • Guest
    • Guest

  39. Hardship Withdrawal for Purchase of Residence

    By Scott,
    • 1 reply
    • 2k views

  40. My employer terminated our 401(k) plan and transferred our assets to a

    By Guest chrismichelle,
    • 5 replies
    • 2.6k views

  41. Compliance with DOL and IRS

    By Guest Scott E. Hall,
    • 18 replies
    • 2.6k views
    • Guest
    • Guest

  42. J&S distribution/spousal consent

    By k man,
    • 0 replies
    • 1.6k views

  43. Is this a successor plan for 401(k) safe harbor purposes?

    By M R Bernardin,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  44. Can a stated match be amended to a lower rate?

    By Guest kstorch,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  45. 401 k rollover problem

    By Guest me,
    • 6 replies
    • 1.8k views

  46. rollover ira transfer to qualified plan (conduit ira)

    By Guest amy darnell,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  47. "Bad" 401(k) safe harbor notice?

    By jkharvey,
    • 1 reply
    • 1.5k views

  48. Plan Loans

    By Guest Frank Jackson,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  49. Can "true-up" matching contributions be made on a payroll pe

    By EGB,
    • 14 replies
    • 6k views

  50. Must a 5310-A form be filed?

    By Guest Phil L,
    • 3 replies
    • 2.6k views
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