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401(k) Plans

19,275 topics in this forum

  1. Bonuses counted in a 401(k) safe harbor plan

    By eilano,
    • 4 replies
    • 4.5k views

  2. Amend plan document to prohibit direct rollovers?

    By Guest RBeck,
    • 16 replies
    • 2.2k views

  3. Plan administrator/trustee/sponsor is gone; how should admin consultan

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

  4. Employer Stock in a Conduit IRA

    By Guest mam,
    • 4 replies
    • 1.5k views

  5. When must acquired employees enter 401(k) plan after merger?

    By Alonzo,
    • 3 replies
    • 3.6k views
    • Guest
    • Guest

  6. Form 5500 Archive Link

    By Guest Robin Hopkins,
    • 7 replies
    • 1.6k views
    • Guest
    • Guest

  7. Prohibited Transaction? Son as broker?

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

  8. Subject: Using Yr. #1 Forfeitures in Yr. #2

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

  9. Distribution permitted? 401(k)(10) rules and Same Desk

    By Guest RW,
    • 6 replies
    • 1.8k views

  10. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt,
    • 1 reply
    • 1.6k views

  11. Can a union sponsor a 401(k) plan?

    By PMC,
    • 4 replies
    • 3.9k views
    • Guest
    • Guest

  12. Overpayment to terminated participant

    By Guest Thom Shumosic,CFP,
    • 13 replies
    • 7k views

  13. "Bridge" loans on plan termination

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

  14. Double Deductibility = "flip-flop" ??

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

  15. 2 Person Non-Profit 401(k)

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

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

    By Guest pinsall,
    • 7 replies
    • 2.6k views

  17. Coverage test for 401(m) portion of plan

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

  18. Top Heavy 401k Plan

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

  19. 401(K)- Need guideliness for inclusion of agency temps in company plan

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

  20. Is an employer required to withhold 401(k) deferrals on income in resp

    By Guest Tara Curran,
    • 1 reply
    • 1.4k views

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

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

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

    By AndyT,
    • 6 replies
    • 1.8k views

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

    By Guest McElroy,
    • 2 replies
    • 1.5k views

  24. Multiple Employer Welfare Arrangements (MEWA)

    By Guest Lizzie,
    • 5 replies
    • 3.2k views

  25. Death Benefit with loan

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

  26. Loan Fees

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

  27. Top Heavy Minimum Contribution

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

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

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

  29. Responsibility of new TPA for error by prior TPA

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

  30. Terminated Participants charged their share of fees.

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

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

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

  32. LLC members & loans

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

  33. same desk rule

    By k man,
    • 0 replies
    • 1.4k views

  34. Investment Fees

    By Guest NAdministrator,
    • 2 replies
    • 1.4k views

  35. After-Tax Basis Recovery

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

  36. Combining employee elective deferrals and company match contributions

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

  37. penaly tax for late 401K deposits

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

  38. Where do I file an ERISA complaint?

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

  39. 404(c) statement to particpants

    By Guest cculhane,
    • 8 replies
    • 2.9k views

  40. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow,
    • 25 replies
    • 5.2k views

  41. ADP Refund

    By Guest Melissa Winslow,
    • 3 replies
    • 2.3k views

  42. Bottom Up QNECS

    By Guest Jeff Kropp,
    • 1 reply
    • 1.9k views

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

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

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

    By Guest chrismichelle,
    • 5 replies
    • 2.6k views

  45. Excess Annual Additions

    By nancy,
    • 2 replies
    • 1.6k views

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

    By John A,
    • 0 replies
    • 1.3k views

  47. Plain English coverage explanation

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

  48. How is the match on excess deferrals treated?

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

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

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

  50. Outstanding Plan Loans at Plan Termination

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