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401(k) Plans

19,275 topics in this forum

  1. IRS Determination Letter

    By Guest Emiliano,
    • 1 reply
    • 2.3k views
    • Guest
    • Guest

  2. ADP Refund

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

  3. ADP/ACP Testing Question

    By Guest JWBrown,
    • 5 replies
    • 1.8k views

  4. Reporting Removal of Excess Deferrals

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

  5. Administrative fees for distribution

    By Guest Rick Butler,
    • 3 replies
    • 1.8k views

  6. Any problems or concerns when a 401(k) plan covers only Non-Highly Com

    By Dawn Hafner,
    • 2 replies
    • 1.5k views

  7. Aggregation of excess deferrals of unrelated plans?

    By Guest LDH1,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  8. CD's as Securities

    By Hoard1,
    • 1 reply
    • 1.4k views

  9. Employee incorrectly classified as HCE

    By Guest Rick Butler,
    • 1 reply
    • 1.5k views

  10. Just took over a top-heavy plan, but no TH Employer contributions sinc

    By Hoard1,
    • 5 replies
    • 1.6k views

  11. Participant Voting Employer Stock

    By Guest halka,
    • 2 replies
    • 1.8k views

  12. How will the prior year/current year elections be affected if an emplo

    By Guest Phil Schwartz,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  13. Are collectively bargained plans ever subject to ACP testing?

    By John A,
    • 2 replies
    • 4.8k views

  14. Bottom Up QNECS

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

  15. Trust ID Numbers

    By Guest TrustMe401k,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  16. Inclusion of foreign earned income to see if HCE?

    By Guest Cheryl Wilson,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  17. vesting due to "reduction in force"

    By k man,
    • 4 replies
    • 2.3k views

  18. Fixed Elective Deferrals Per Pay Period

    By bzorc,
    • 1 reply
    • 1.6k views

  19. Full year comp for a safe harbor plan? Two scenarios.

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

  20. New k feature added to PS plan

    By Guest pinsall,
    • 1 reply
    • 1.3k views

  21. Harship Withdrawal

    By Guest awallace,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  22. Controlled group with regard to SIMPLE Plans

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

  23. Multiple Employer Plans

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

  24. safe harbor contributions/410(b) coverage testing

    By Guest M Lavelle,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  25. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow,
    • 25 replies
    • 5.2k views

  26. Partial Plan Termination

    By Hoard1,
    • 0 replies
    • 1.4k views

  27. Plan Entry Date is Last Day of Plan Year

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

  28. How to report elective deferrals vs employer contributions to particip

    By Dawn Hafner,
    • 1 reply
    • 1.5k views

  29. Has anyone ever used recharacterization to correct an ADP test? If so,

    By John A,
    • 2 replies
    • 2k views

  30. Computer Based Training on 401k

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

  31. Grandfathering provisions with 1989 SS offset

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

  32. Elective deferrals not stopped after hardship withdrawal - consequence

    By Jon Chambers,
    • 4 replies
    • 2k views

  33. How to institute a 401(k) "welcome kit"?

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

  34. Where to get ERISA Outline Book?

    By Guest Melissa Winslow,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  35. Comp used to allocate 401(k) safe harbor contributions

    By Guest M Lavelle,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  36. Loss of controlled group status.

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

  37. 20% top paid group... uneven number, what do i do? round it?

    By Guest SJPrince,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  38. Does anyone have a good model notice for negative (automatic) election

    By Guest John C. Forrester,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  39. determination letter caveat

    By Guest Laura,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  40. Common Mistakes in Administering a Plan

    By Guest RW,
    • 1 reply
    • 1.4k views

  41. Designating a non-spouse as a beneficiary

    By Guest mam,
    • 1 reply
    • 1.4k views

  42. Deferrals from back pay award

    By davef,
    • 1 reply
    • 4.2k views
    • Guest
    • Guest

  43. Excise tax for failed ADP test

    By Guest mo,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  44. Separation from service?

    By EGB,
    • 3 replies
    • 2.1k views
    • EGB
    • EGB

  45. Loans from safe harbor matching contributions

    By Guest ATTY,
    • 1 reply
    • 2k views

  46. Same Desk Rule

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

  47. Safe harbor plan language

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

  48. Employee defers to plan before eligibility requirements are met

    By mming,
    • 4 replies
    • 1.8k views

  49. Safe Harbor 401(k) Matching Contributions

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

  50. Can terminated participants make contributions to 401(K)?

    By Guest fran29,
    • 1 reply
    • 1.5k views
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