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401(k) Plans

19,489 topics in this forum

  1. Eligible Employee Omitted from 401(k). How do we fix the lost deferra

    By Guest TrustMe401k,
    • 3 replies
    • 2.9k views

  2. safe harbor 401(k)

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

  3. ESOP match is based on deferrals to a separate 401(k) - is this OK an

    By Guest LMalone,
    • 3 replies
    • 2.7k views
    • Guest
    • Guest

  4. Distribution payable to alternate payee and another person?

    By Guest,
    • 5 replies
    • 2.2k views
    • Guest
    • Guest

  5. Plan year end different than Company's year end - Determine deduction

    By Guest Becky Egan,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  6. hardship distribution

    By k man,
    • 7 replies
    • 2.6k views

  7. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard,
    • 6 replies
    • 3k views

  8. Is the annual deferral limit pro-rated if plan adopted mid-year?

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

  9. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.7k views

  10. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor,
    • 7 replies
    • 24.7k views
    • Guest
    • Guest

  11. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.8k views

  12. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A,
    • 9 replies
    • 4.1k views
    • Guest
    • Guest

  13. Timing for testing?

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

  14. What is the latest date that an existing 401(k) plan has to adopt the

    By Guest Joe Vasko,
    • 3 replies
    • 1.9k views

  15. Deferred sales charge paid by employer

    By Guest JB2,
    • 4 replies
    • 2k views

  16. Can employee/children of self employed individual be covered under a m

    By Guest dcranage,
    • 1 reply
    • 1.7k views

  17. Is a SIMPLE IRA plan a "successor plan" under the 401(k) rul

    By Guest SCUDDESLER,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  18. Life insurance -- Incidental benefit rules applies on a cumulative bas

    By R. Butler,
    • 3 replies
    • 2.5k views

  19. Allocating forfeitures to individuals who decide not to participate in

    By Guest Bill Schulze,
    • 9 replies
    • 2.2k views

  20. Can custodian pocket the "float" interest earned on plan acc

    By Guest Jim Kais,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  21. Commonly Controlled Businesses

    By Guest Tim Breedlove,
    • 1 reply
    • 1.5k views

  22. Can a plan administrator allow a hardship withdrawal without requiring

    By KIP KRAUS,
    • 10 replies
    • 3k views

  23. Participant cannot be reached to make a deferral election.

    By Guest Jimmy B,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  24. Two dc plans to get 25% deduction for employer?

    By Guest cascigm,
    • 2 replies
    • 1.8k views

  25. Recordkeeper for Plan without Assets

    By Guest L,
    • 3 replies
    • 1.7k views

  26. First Year Safe Harbor 401(k) Plan

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

  27. Anti-Cutback: Timing Amendment Affect Benefits in Pay Status?

    By rocknrolls2,
    • 0 replies
    • 1.7k views

  28. Employee Deferrals - how long is too long? Does a long lag affect ear

    By Guest jkrainak,
    • 12 replies
    • 2.7k views

  29. Amendment period

    By Guest Theresa Irvin,
    • 10 replies
    • 3.8k views

  30. Looking for reasonably priced 401(k) testing & admin software

    By Guest mwcpa,
    • 1 reply
    • 1.6k views

  31. 2000 hours for a match???

    By Guest Tim Baker,
    • 7 replies
    • 3.3k views

  32. Bundled Service Provider & a TPA

    By Guest UKH,
    • 1 reply
    • 2.2k views

  33. Rollovers to a plan that does not allow rollovers.

    By Guest Pat Metallic,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  34. Are employees of a company that uses a PEO considered to have terminat

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

  35. Pay plan expenses from forfeitures

    By jkharvey,
    • 0 replies
    • 1.8k views

  36. How to calculate aggregate profit sharing contribution for a sole prop

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

  37. Elective deferral limits - what authority allows plan to set limits th

    By Guest Cutfade,
    • 5 replies
    • 2.1k views

  38. Permissive top heavy aggregation (union ees?)

    By Dawn Hafner,
    • 6 replies
    • 4.2k views

  39. Fixing missed top-heavy contributions: OK to retroactively contribute

    By Hoard1,
    • 8 replies
    • 3.8k views

  40. PLR: In applying same desk rule, it is not relevant whether a transfer

    By Dave Baker,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  41. Penalties for failure to maintain ERISA Bond

    By k man,
    • 0 replies
    • 2.4k views

  42. Regulations for the Virgin Islands

    By Guest Diana Hill,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  43. Safe Harbor 401(k) Can ER max salary deferral even though other EE's d

    By Guest Don J. Smith,
    • 3 replies
    • 2.2k views

  44. Remedy for late transfer of employee contributions to 401(k)plan.

    By KIP KRAUS,
    • 5 replies
    • 2.5k views

  45. Must 1099'd individuals be included in new 401(k) plan?

    By Guest chant44,
    • 1 reply
    • 2k views

  46. How to merge two 401(k) plans?

    By Guest SJPrince,
    • 3 replies
    • 2.8k views
    • Guest
    • Guest

  47. What are the penalties for the withdrawal of earnings (after 12/31/19

    By Guest LNM,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  48. Client says 401(k) plan has to contain domestic partner benefit provis

    By Earl,
    • 5 replies
    • 3.7k views
    • Guest
    • Guest

  49. Can loan be earmarked as coming from the employer matching contributio

    By Richard Anderson,
    • 5 replies
    • 2.1k views

  50. ADP test failed but HCE already has rolled over his account to an IRA

    By Brenda Wren,
    • 1 reply
    • 5.3k views
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