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401(k) Plans

19,333 topics in this forum

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

    By Guest Leonard,
    • 6 replies
    • 2.7k views

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

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

  3. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.6k views

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

    By Guest Sonia Kapoor,
    • 7 replies
    • 24.3k views
    • Guest
    • Guest

  5. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.6k views

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

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

  7. Timing for testing?

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

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

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

  9. Deferred sales charge paid by employer

    By Guest JB2,
    • 4 replies
    • 1.8k views

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

    By Guest dcranage,
    • 1 reply
    • 1.5k views

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

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

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

    By R. Butler,
    • 3 replies
    • 2.4k views

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

    By Guest Bill Schulze,
    • 9 replies
    • 2k views

  14. Can custodian pocket the "float" interest earned on plan acc

    By Guest Jim Kais,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  15. Commonly Controlled Businesses

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

  16. Can a plan administrator allow a hardship withdrawal without requiring

    By KIP KRAUS,
    • 10 replies
    • 2.6k views

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

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

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

    By Guest cascigm,
    • 2 replies
    • 1.6k views

  19. Recordkeeper for Plan without Assets

    By Guest L,
    • 3 replies
    • 1.5k views

  20. First Year Safe Harbor 401(k) Plan

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

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

    By rocknrolls2,
    • 0 replies
    • 1.6k views

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

    By Guest jkrainak,
    • 12 replies
    • 2.4k views

  23. Amendment period

    By Guest Theresa Irvin,
    • 10 replies
    • 3.5k views

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

    By Guest mwcpa,
    • 1 reply
    • 1.5k views

  25. 2000 hours for a match???

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

  26. Bundled Service Provider & a TPA

    By Guest UKH,
    • 1 reply
    • 2.1k views

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

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

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

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

  29. Pay plan expenses from forfeitures

    By jkharvey,
    • 0 replies
    • 1.7k views

  30. How to calculate aggregate profit sharing contribution for a sole prop

    By Guest,
    • 4 replies
    • 3.1k views
    • Guest
    • Guest

  31. Elective deferral limits - what authority allows plan to set limits th

    By Guest Cutfade,
    • 5 replies
    • 1.9k views

  32. Permissive top heavy aggregation (union ees?)

    By Dawn Hafner,
    • 6 replies
    • 3.9k views

  33. Fixing missed top-heavy contributions: OK to retroactively contribute

    By Hoard1,
    • 8 replies
    • 3.6k views

  34. PLR: In applying same desk rule, it is not relevant whether a transfer

    By Dave Baker,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  35. Penalties for failure to maintain ERISA Bond

    By k man,
    • 0 replies
    • 2.2k views

  36. Regulations for the Virgin Islands

    By Guest Diana Hill,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  37. Safe Harbor 401(k) Can ER max salary deferral even though other EE's d

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

  38. Remedy for late transfer of employee contributions to 401(k)plan.

    By KIP KRAUS,
    • 5 replies
    • 2.4k views

  39. Must 1099'd individuals be included in new 401(k) plan?

    By Guest chant44,
    • 1 reply
    • 1.8k views

  40. How to merge two 401(k) plans?

    By Guest SJPrince,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  41. What are the penalties for the withdrawal of earnings (after 12/31/19

    By Guest LNM,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  42. Client says 401(k) plan has to contain domestic partner benefit provis

    By Earl,
    • 5 replies
    • 3.4k views
    • Guest
    • Guest

  43. Can loan be earmarked as coming from the employer matching contributio

    By Richard Anderson,
    • 5 replies
    • 1.9k views

  44. ADP test failed but HCE already has rolled over his account to an IRA

    By Brenda Wren,
    • 1 reply
    • 4.9k views

  45. Can loan be taken by spouse of shareholder?

    By Guest alwilkins,
    • 2 replies
    • 1.6k views

  46. Correction Steps when failure of more than one limit

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

  47. Minimum participation requirements; how to treat rehired employees who

    By Guest JMLSON,
    • 9 replies
    • 3.7k views

  48. Is a plan amendment to change a plan year automatically negated due to

    By Guest Compliance Rep,
    • 3 replies
    • 1.9k views

  49. Looking for sample investment policy for 401(k) plan

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

  50. Can a plan allow a matching contribution that's greater than 100% of t

    By Guest SJPrince,
    • 3 replies
    • 1.7k views
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