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401(k) Plans

19,489 topics in this forum

  1. Client faces audit and can't locate prior plan records...

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

  2. Hardship withdrawals from SIMPLE 401K's

    By Guest A. Rostosky,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  3. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS,
    • 1 reply
    • 1.8k views
    • Alf
    • Alf

  4. What's a normal black-out period when converting a plan from one recor

    By Guest JimJ,
    • 5 replies
    • 3.5k views

  5. Ever filed amended 5330 to try to get money back?

    By Guest boberlander,
    • 2 replies
    • 1.9k views

  6. Taxation of Death Benefits in 401k plans

    By Guest DDDAY,
    • 1 reply
    • 2.5k views

  7. Are 401k deferrals through 125 plan subject to FICA?

    By Guest Pete Swisher,
    • 4 replies
    • 5.1k views

  8. Controlled group situation where an employee moves from one company to

    By Guest Kevin Plymyer,
    • 1 reply
    • 1.7k views

  9. Testing benefits across company lines and payroll issues.

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

  10. 401(k)Immediate Eligibiltiy & Enrollment?

    By Guest wgray,
    • 1 reply
    • 1.9k views

  11. single employer vs multi-employer plan????

    By Guest todd,
    • 5 replies
    • 5.9k views

  12. Puerto Rico Employees

    By Guest hitt24,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  13. A participant with an outstanding loan files for bankruptcy and the pl

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

  14. Is the plan sponsor required to retain old Summary Plan Descriptions?

    By Guest mo again,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  15. Can participants minimize their taxes when taking MRD's?

    By Guest Rob Walter,
    • 1 reply
    • 1.7k views

  16. Stock Options/Code Section 318(a)(4)/Top-Heavy Rules

    By Guest RBJ,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  17. K1 Processing

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

  18. Are hardship rules any different under a safe harbor 401(k) plan?

    By John A,
    • 1 reply
    • 2.5k views

  19. Do you do SSA's?

    By MR,
    • 6 replies
    • 2.1k views

  20. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ,
    • 1 reply
    • 1.8k views

  21. Voluntary after-tax employee contributions to a 401(m) plan

    By Guest J D DeBacker,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  22. Limit on deferrals from a single paycheck?

    By John A,
    • 2 replies
    • 1.8k views

  23. Minimum service conditions for safe-harbor 401(k) plan 3% nonelective

    By John A,
    • 0 replies
    • 1.4k views

  24. OK for employer to pay an annual per-participant charges for employed

    By PMC,
    • 12 replies
    • 2.6k views

  25. Has anyone had any experience with amending a 401(k) plan so that all

    By Guest TW2000,
    • 23 replies
    • 6.4k views

  26. Employee goes from hourly to salaried with same employer leaving balan

    By KIP KRAUS,
    • 5 replies
    • 2.2k views
    • Guest
    • Guest

  27. Are terminated parts. 100% vested upon plan termination.

    By Guest Don J. Smith,
    • 2 replies
    • 3.5k views

  28. Do correcting QNECS need to be factored into following year testing?

    By John A,
    • 2 replies
    • 1.6k views

  29. Participant directed vs non-particpant directed

    By Guest todd,
    • 1 reply
    • 8.5k views
    • MR
    • MR

  30. Client refuses to remove excess contributions; wants to reduce future

    By Brenda Wren,
    • 10 replies
    • 2.9k views

  31. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  32. Can a participant who is employed by 3 separate employers be involved

    By Guest Don J. Smith,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  33. VCR v. APRSC

    By Guest BTCISP1969,
    • 1 reply
    • 1.7k views

  34. Is this plan design a "safe harbor" 401(k) plan?

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

  35. Matching contributions by a Partnership

    By preErisa,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  36. Electronic Signature legislation

    By k man,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  37. Can a plan use the sole proprietor's social security number as its EIN

    By Guest Tara Curran,
    • 6 replies
    • 3.1k views

  38. Confused about required aggregation

    By Guest JBarn,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  39. Minimum Age Requirement

    By Guest hitt24,
    • 5 replies
    • 2.8k views

  40. I am trying to find a good example of how coverage testing works.

    By Guest hitt24,
    • 1 reply
    • 1.5k views

  41. Can a 401(k) plan accept a rollover from the federal government's Thr

    By Guest wallacea,
    • 8 replies
    • 3k views
    • Guest
    • Guest

  42. Spousal Waiver of annuity options

    By Guest gasher,
    • 2 replies
    • 2.2k views

  43. Plan terminations using plan assets?

    By Cathy from Chicago,
    • 2 replies
    • 1.8k views

  44. What happens if a participant elects to defer 8%; however, the company

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

  45. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X,
    • 1 reply
    • 1.4k views

  46. ADP/ACP statutory minimum age 21 with one year of service, but what ar

    By Guest Kevin Plymyer,
    • 3 replies
    • 3.4k views

  47. Top Heavy contribution to a new participant vs. contributions to the r

    By Guest SJPrince,
    • 2 replies
    • 1.7k views
    • Guest
    • Guest

  48. How to answer the 404(c) question answered on the 5500?

    By Guest JimP,
    • 7 replies
    • 3.2k views
    • Guest
    • Guest

  49. Annual additions

    By imchipbrown,
    • 2 replies
    • 1.9k views

  50. Rollovers of Keogh into 401(k) plans

    By Guest susan w,
    • 1 reply
    • 5.9k views
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