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401(k) Plans

19,400 topics in this forum

  1. Aggregation of excess deferrals of unrelated plans?

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

  2. Employee incorrectly classified as HCE

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

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

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

  4. Trust ID Numbers

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

  5. QNECs

    By Dawn Hafner,
    • 10 replies
    • 2.6k views
    • Guest
    • Guest

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

    By John A,
    • 2 replies
    • 4.9k views

  7. Participant Voting Employer Stock

    By Guest halka,
    • 2 replies
    • 1.9k views

  8. vesting due to "reduction in force"

    By k man,
    • 4 replies
    • 2.3k views

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

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

  10. Here's a wierd thought

    By imchipbrown,
    • 12 replies
    • 1.9k views

  11. Multiple Employer Plans

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

  12. Fixed Elective Deferrals Per Pay Period

    By bzorc,
    • 1 reply
    • 1.6k views

  13. New k feature added to PS plan

    By Guest pinsall,
    • 1 reply
    • 1.3k views

  14. Harship Withdrawal

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

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

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

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

    By John A,
    • 2 replies
    • 2.1k views

  17. Controlled group with regard to SIMPLE Plans

    By k man,
    • 9 replies
    • 1.9k views
    • Guest
    • Guest

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

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

  19. RFPs and the search for a new service provider

    By Guest lminsky,
    • 13 replies
    • 3.6k views
    • Guest
    • Guest

  20. Plan Entry Date is Last Day of Plan Year

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

  21. Partial Plan Termination

    By Hoard1,
    • 0 replies
    • 1.5k views

  22. Contributions for Director in Unrelated Companies.

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

  23. Elective deferrals not stopped after hardship withdrawal - consequence

    By Jon Chambers,
    • 4 replies
    • 2k views

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

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

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

    By Dawn Hafner,
    • 1 reply
    • 1.6k views

  26. Where to get ERISA Outline Book?

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

  27. Changing recordkeeper, trustee, and investment house.

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

  28. Computer Based Training on 401k

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

  29. Loss of controlled group status.

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

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

    By Guest M Lavelle,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  31. Grandfathering provisions with 1989 SS offset

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

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

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

  33. Administrator/Plan Options for Canadian Corp.

    By Cathy from Chicago,
    • 1 reply
    • 1.4k views

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

    By Guest Donald H. Miller,
    • 1 reply
    • 1.4k views

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

    By John A,
    • 2 replies
    • 1.8k views

  36. determination letter caveat

    By Guest Laura,
    • 5 replies
    • 1.9k 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. Common Mistakes in Administering a Plan

    By Guest RW,
    • 1 reply
    • 1.5k views

  40. Deferrals from back pay award

    By davef,
    • 1 reply
    • 4.3k views
    • Guest
    • Guest

  41. Designating a non-spouse as a beneficiary

    By Guest mam,
    • 1 reply
    • 1.4k views

  42. Excise tax for failed ADP test

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

  43. Separation from service?

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

  44. Failure to forward deferrals

    By k man,
    • 7 replies
    • 1.6k views

  45. Loans from safe harbor matching contributions

    By Guest ATTY,
    • 1 reply
    • 2k views

  46. Employee defers to plan before eligibility requirements are met

    By mming,
    • 4 replies
    • 1.9k views

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

    By Guest fran29,
    • 1 reply
    • 1.5k views

  48. Same Desk Rule

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

  49. Safe harbor plan language

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

  50. Another Safe Harbor Question

    By imchipbrown,
    • 7 replies
    • 1.8k views
    • Alf
    • Alf
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