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401(k) Plans

19,317 topics in this forum

  1. Net Unrealized Appreciation (NUA) used in determing the cost basis of

    By Guest Donald H. Miller,
    • 1 reply
    • 1.3k views

  2. Can anyone help interpret a PPD/Corbel regional prototype as to what t

    By John A,
    • 2 replies
    • 1.8k views

  3. determination letter caveat

    By Guest Laura,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  4. 20% top paid group... uneven number, what do i do? round it?

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

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

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

  6. Common Mistakes in Administering a Plan

    By Guest RW,
    • 1 reply
    • 1.4k views

  7. Deferrals from back pay award

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

  8. Designating a non-spouse as a beneficiary

    By Guest mam,
    • 1 reply
    • 1.4k views

  9. Excise tax for failed ADP test

    By Guest mo,
    • 2 replies
    • 2.8k views
    • Guest
    • Guest

  10. Separation from service?

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

  11. Failure to forward deferrals

    By k man,
    • 7 replies
    • 1.5k views

  12. Loans from safe harbor matching contributions

    By Guest ATTY,
    • 1 reply
    • 2k views

  13. Employee defers to plan before eligibility requirements are met

    By mming,
    • 4 replies
    • 1.9k views

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

    By Guest fran29,
    • 1 reply
    • 1.5k views

  15. Same Desk Rule

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

  16. Safe harbor plan language

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

  17. Another Safe Harbor Question

    By imchipbrown,
    • 7 replies
    • 1.7k views
    • Alf
    • Alf

  18. Safe Harbor 401(k) Matching Contributions

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

  19. Which governmental employers can maintain 401(k) plans? IRS ruling ado

    By Carol V. Calhoun,
    • 0 replies
    • 1.4k views

  20. 402(g) Violation Deadline

    By Guest Frank Jackson,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  21. Eligible rollover distribution and rolling in to the same employer's p

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

  22. Does anyone have a sample participant notice announcing the adoption o

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

  23. contribution limit

    By Guest,
    • 1 reply
    • 1.4k views

  24. 1000 Hour rule

    By Guest awallace,
    • 1 reply
    • 4.9k views
    • Guest
    • Guest

  25. Aggregate Limit using Multiple Use Test

    By Guest Mark Manning,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  26. 2 and ½ month distribution period for Excess Contributions

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

  27. Participant Directed Investment Elections For Terminated Participants.

    By Guest Frank Jackson,
    • 2 replies
    • 1.7k views

  28. Participation rates by industry

    By Guest Mike Lanio,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  29. If a plan permits loans, can the loan be taken from the 401(k), match

    By Felicia,
    • 1 reply
    • 1.4k views

  30. How is deductibility determined (how is compensation for deductibility

    By John A,
    • 0 replies
    • 1.4k views

  31. ADP Test and Statutory Exclusions

    By Guest Richard Scheer,
    • 1 reply
    • 2.3k views

  32. Pre-1997 method for distributing excess contributions from a failed AD

    By Guest VPA,
    • 1 reply
    • 1.3k views

  33. Which year gets the deferrals when a payroll period is split between y

    By John A,
    • 4 replies
    • 2.5k views

  34. What should be done with a dividend that posts after complete asset tr

    By John A,
    • 1 reply
    • 1.3k views

  35. Reporting of excess contribution

    By Guest alcharles,
    • 2 replies
    • 1.5k views

  36. TOP HEAVY AND MANDATORY AGGREGATION

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

  37. Investment Expense Reimbursible?

    By imchipbrown,
    • 1 reply
    • 1.4k views

  38. Different investment options for controlled group plan.

    By Guest,
    • 2 replies
    • 1.5k views

  39. Is a sign-on bonus plan compensation?

    By Guest youngt,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  40. Refund of excess contributions.

    By Guest,
    • 1 reply
    • 1.4k views

  41. Sponsor Reimbursement of Investment Expenses

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

  42. limitation year / non-calendar year plans

    By Guest,
    • 1 reply
    • 6.4k views

  43. Are deferrals in excess of plan's limit counted in ADP testing?

    By John A,
    • 0 replies
    • 1.4k views

  44. Regarding Return of Exces Distributions, when would 2 1/2 months after

    By Guest JMF,
    • 1 reply
    • 1.3k views

  45. Can a 401(k) plan be amended to change the requirements for hardship w

    By Guest Tara Curran,
    • 9 replies
    • 2.3k views
    • Guest
    • Guest

  46. What are safe-harbor notice requirements for brand new plan (but not n

    By John A,
    • 0 replies
    • 1.3k views

  47. What should be done with match associated with excess contributions wh

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

  48. Regarding Return of Exces Distributions, when would 2 1/2 months after

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

  49. Any one heard of an internet based 401(k) plan that any company can ad

    By Guest Mike Lanio,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  50. What are owners' options for starting a new plan after shutting down o

    By John A,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest
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