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401(k) Plans

19,499 topics in this forum

  1. Top Heavy Minimum Contribution

    By Guest Frank Jackson,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  2. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M],
    • 3 replies
    • 2k views
    • Guest
    • Guest

  3. Responsibility of new TPA for error by prior TPA

    By Guest W J Parks,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  4. Terminated Participants charged their share of fees.

    By Guest Tim Breedlove,
    • 9 replies
    • 2.8k views

  5. Plan Sponsor/Trustee responsible for losses or forfeiture investments?

    By John A,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  6. LLC members & loans

    By Guest pinsall,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  7. same desk rule

    By k man,
    • 0 replies
    • 1.6k views

  8. Investment Fees

    By Guest NAdministrator,
    • 2 replies
    • 1.5k views

  9. After-Tax Basis Recovery

    By Guest Frank Jackson,
    • 1 reply
    • 1.9k views

  10. Combining employee elective deferrals and company match contributions

    By Guest David_R,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  11. penaly tax for late 401K deposits

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

  12. Where do I file an ERISA complaint?

    By Guest rachel miller,
    • 2 replies
    • 3.3k views

  13. 404(c) statement to particpants

    By Guest cculhane,
    • 8 replies
    • 3.1k views

  14. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow,
    • 25 replies
    • 6.7k views

  15. ADP Refund

    By Guest Melissa Winslow,
    • 3 replies
    • 2.5k views

  16. Bottom Up QNECS

    By Guest Jeff Kropp,
    • 1 reply
    • 2.2k views

  17. SIMPLE 401(k) plan - two HCEs have exceeded the 415 limits - deferrals

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

  18. My employer terminated our 401(k) plan and transferred our assets to a

    By Guest chrismichelle,
    • 5 replies
    • 3.3k views

  19. Excess Annual Additions

    By nancy,
    • 2 replies
    • 1.8k views

  20. Hardship Questions - 1) if too little paid initially 2) include deferr

    By John A,
    • 0 replies
    • 1.5k views

  21. Plain English coverage explanation

    By Guest TrustMe401k,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  22. How is the match on excess deferrals treated?

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

  23. Is this a successor plan for 401(k) safe harbor purposes?

    By M R Bernardin,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  24. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince,
    • 1 reply
    • 2.1k views

  25. Compliance with DOL and IRS

    By Guest Scott E. Hall,
    • 18 replies
    • 2.8k views
    • Guest
    • Guest

  26. "true up" matching contributions on new participants

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

  27. Is there an exception to the multiple use test for a Plan amendment?

    By Lynn Campbell,
    • 1 reply
    • 1.4k views

  28. ADP/ACP test

    By Guest Rick Butler,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  29. 401(k) Illustration Software

    By Dawn Hafner,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  30. 401(k) Plan w/o NHCE

    By Hoard1,
    • 6 replies
    • 1.9k views

  31. Plan Loans

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

  32. Questions when interviewing new Plan Council

    By Guest jgroves,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  33. Safe Harbor Nonelective in Integrated Plan

    By Guest JL,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  34. ADP Test in Control Groups

    By Guest JF,
    • 2 replies
    • 3.7k views
    • Guest
    • Guest

  35. Must a 5310-A form be filed?

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

  36. 401k NET PAY CALCULATIONS

    By Guest jfgc,
    • 1 reply
    • 1.6k views

  37. Hardship Withdrawal for Purchase of Residence

    By Scott,
    • 1 reply
    • 2.2k views

  38. 401 k rollover problem

    By Guest me,
    • 6 replies
    • 2.5k views

  39. Can a stated match be amended to a lower rate?

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

  40. rollover ira transfer to qualified plan (conduit ira)

    By Guest amy darnell,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  41. J&S distribution/spousal consent

    By k man,
    • 0 replies
    • 1.7k views

  42. CD's as Securities

    By Hoard1,
    • 1 reply
    • 1.5k views

  43. "Bad" 401(k) safe harbor notice?

    By jkharvey,
    • 1 reply
    • 1.7k views

  44. Just took over a top-heavy plan, but no TH Employer contributions sinc

    By Hoard1,
    • 5 replies
    • 1.8k views

  45. ADP/ACP Testing Question

    By Guest JWBrown,
    • 5 replies
    • 1.9k views

  46. Administrative fees for distribution

    By Guest Rick Butler,
    • 3 replies
    • 2k views

  47. IRS Determination Letter

    By Guest Emiliano,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  48. Reporting Removal of Excess Deferrals

    By Guest Rob Walter,
    • 1 reply
    • 1.8k views

  49. Any problems or concerns when a 401(k) plan covers only Non-Highly Com

    By Dawn Hafner,
    • 2 replies
    • 1.7k views

  50. Aggregation of excess deferrals of unrelated plans?

    By Guest LDH1,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest
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