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401(k) Plans

19,499 topics in this forum

  1. Determining HCE's for first year of a new company

    By Guest Richard Scheer,
    • 1 reply
    • 2.5k views

  2. Automatic Enrollment Question

    By Guest Phil L.,
    • 1 reply
    • 2.2k views

  3. Forfeiture Accounts included in Top Heavy Tests?

    By Guest Renea,
    • 1 reply
    • 2.7k views

  4. Rule of 78 for 401(k) loans

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

  5. Proposed Roth 401(k) and federal employees

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

  6. Investing in LP & Venture Capital Funds, It this allowed???

    By Guest AJ Milano,
    • 1 reply
    • 2.1k views

  7. Is a hardship withdrawal or hardship distribution from vested match an

    By John A,
    • 1 reply
    • 2k views

  8. Testing "Under 21/1 employees" separately in a 401(k) Plan

    By LCARUSI,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  9. Company stock in a 401(k) plan

    By Guest Julie,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  10. Warning: High Explosives! Here's an issue that many would like to pret

    By Guest tschenk,
    • 44 replies
    • 6.6k views
    • Guest
    • Guest

  11. Where can I find lists of recent (1999 and 2000) legislation, IRS Rev.

    By John A,
    • 2 replies
    • 1.6k views

  12. Client doesn't want to make contribution to profit sharing plan.

    By Guest Jae,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  13. When is 10% penalty waived on hardship distributions?

    By Guest irenes,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest

  14. A U.S. company has leased U.S. citizens in a foreign country. How are

    By Guest Leigh Lindsey,
    • 3 replies
    • 2.2k views

  15. Latest date for distribution of excess annual additions?

    By Richard Anderson,
    • 3 replies
    • 2.6k views

  16. Hardship Distributions--May Distributable Amount Include Earnings?

    By lkpittman,
    • 2 replies
    • 1.7k views

  17. Does an employer have to double up on deferrals if the payroll departm

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

  18. Same desk rule?

    By k man,
    • 7 replies
    • 2.8k views

  19. Top Heavy Test & Forfeitures

    By Guest A. Rostosky,
    • 5 replies
    • 3.1k views

  20. An employee cashes out of 401k, but never cashes his check -how does P

    By Guest sgriff,
    • 2 replies
    • 2.7k views

  21. Need new comparability training fast - Help!

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

  22. ACP test - last day requirement for match contribution

    By Guest irenes,
    • 3 replies
    • 2.5k views
    • Guest
    • Guest

  23. Dollar Limits for EB Plans

    By Guest RJM,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  24. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

    By Bri,
    • 3 replies
    • 2.6k views
    • Bri
    • Bri

  25. Is there a way to learn ADP/ACP testing on my own? Is there a book, or

    By Guest Kimberly Stewart,
    • 9 replies
    • 3.6k views
    • MR
    • MR

  26. Gap income and short plan year

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

  27. Short Plan Year

    By Guest ANNEBV,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  28. Top-heavy testing for short year plan

    By Jean,
    • 1 reply
    • 1.8k views

  29. Deductibility of match forfeitures.

    By Guest,
    • 6 replies
    • 2.1k views

  30. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks,
    • 1 reply
    • 2.1k views

  31. Selecting participants when auditing participant data and employee con

    By Guest Scott E. Hall,
    • 2 replies
    • 4.1k views
    • Guest
    • Guest

  32. Admin Fee Survey? Any one interested in paticipating?

    By Cathy from Chicago,
    • 2 replies
    • 1.7k views

  33. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson,
    • 2 replies
    • 1.6k views

  34. Is it wise to rollover a 401K to an IRA if terminating employment?

    By Guest Mountain Man,
    • 15 replies
    • 5.4k views
    • Guest
    • Guest

  35. Vesting and Protected Benefits Issues When Amending and Restating a Mo

    By Guest W J Parks,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  36. LIMITS FOR NON-CALENDAR PLAN YEARS

    By Guest CHRISTA,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  37. Rollover to Money Purchase Plan

    By k man,
    • 1 reply
    • 2k views

  38. Contribute to new 401-k or continue with my Roth IRA

    By Guest langer,
    • 1 reply
    • 2.2k views

  39. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  40. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man,
    • 5 replies
    • 1.9k views

  41. Audit requirements for a single employer plan where more than one empl

    By Guest Pat Metallic,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  42. what is the maximum percentage a participant can deduct in a 401(k) pl

    By Guest Tara Curran,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  43. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  44. When is a compensation test required?

    By Guest MES,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  45. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

    By Guest glhotdog,
    • 8 replies
    • 7.4k views
    • Guest
    • Guest

  46. Parent-Sub Controlled Group Issues

    By Guest ELS,
    • 1 reply
    • 3.4k views

  47. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  48. OK to add a year end employment requirement?

    By Guest Phil L.,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  49. Automatic enrollment & decreased waiting periods

    By Sheila K,
    • 2 replies
    • 2.1k views

  50. Different levels of matching contributions

    By Guest dlm,
    • 7 replies
    • 11k views
    • Guest
    • Guest
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