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401(k) Plans

19,332 topics in this forum

  1. RFPs and the search for a new service provider

    By Guest lminsky,
    • 13 replies
    • 3.5k views
    • Guest
    • Guest

  2. Plan Entry Date is Last Day of Plan Year

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

  3. Partial Plan Termination

    By Hoard1,
    • 0 replies
    • 1.4k views

  4. Contributions for Director in Unrelated Companies.

    By Guest,
    • 10 replies
    • 1.7k views
    • Guest
    • Guest

  5. Elective deferrals not stopped after hardship withdrawal - consequence

    By Jon Chambers,
    • 4 replies
    • 2k views

  6. When can a traditional 401(k) plan convert to a Safe Habor formula?

    By Guest,
    • 10 replies
    • 3.3k views
    • Guest
    • Guest

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

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

  8. Where to get ERISA Outline Book?

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

  9. Changing recordkeeper, trustee, and investment house.

    By Guest Bill55,
    • 6 replies
    • 2.4k views
    • Guest
    • Guest

  10. Computer Based Training on 401k

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

  11. Loss of controlled group status.

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

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

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

  13. Grandfathering provisions with 1989 SS offset

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

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

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

  15. Administrator/Plan Options for Canadian Corp.

    By Cathy from Chicago,
    • 1 reply
    • 1.3k views

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

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

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

    By John A,
    • 2 replies
    • 1.8k views

  18. determination letter caveat

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

  19. 20% top paid group... uneven number, what do i do? round it?

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

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

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

  21. Common Mistakes in Administering a Plan

    By Guest RW,
    • 1 reply
    • 1.4k views

  22. Deferrals from back pay award

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

  23. Designating a non-spouse as a beneficiary

    By Guest mam,
    • 1 reply
    • 1.4k views

  24. Excise tax for failed ADP test

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

  25. Separation from service?

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

  26. Failure to forward deferrals

    By k man,
    • 7 replies
    • 1.5k views

  27. Loans from safe harbor matching contributions

    By Guest ATTY,
    • 1 reply
    • 2k views

  28. Employee defers to plan before eligibility requirements are met

    By mming,
    • 4 replies
    • 1.9k views

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

    By Guest fran29,
    • 1 reply
    • 1.5k views

  30. Same Desk Rule

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

  31. Safe harbor plan language

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

  32. Another Safe Harbor Question

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

  33. Safe Harbor 401(k) Matching Contributions

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

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

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

  35. 402(g) Violation Deadline

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

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

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

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

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

  38. contribution limit

    By Guest,
    • 1 reply
    • 1.4k views

  39. 1000 Hour rule

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

  40. Aggregate Limit using Multiple Use Test

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

  41. 2 and ½ month distribution period for Excess Contributions

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

  42. Participant Directed Investment Elections For Terminated Participants.

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

  43. Participation rates by industry

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

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

    By Felicia,
    • 1 reply
    • 1.4k views

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

    By John A,
    • 0 replies
    • 1.4k views

  46. ADP Test and Statutory Exclusions

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

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

    By Guest VPA,
    • 1 reply
    • 1.3k views

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

    By John A,
    • 4 replies
    • 2.5k views

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

    By John A,
    • 1 reply
    • 1.3k views

  50. Reporting of excess contribution

    By Guest alcharles,
    • 2 replies
    • 1.5k views
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