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401(k) Plans

19,489 topics in this forum

  1. penaly tax for late 401K deposits

    By Guest ANITAO,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  2. Where do I file an ERISA complaint?

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

  3. 404(c) statement to particpants

    By Guest cculhane,
    • 8 replies
    • 3.1k views

  4. Personal Brokerage Accounts in 401(k) Plans

    By Guest MPretlow,
    • 25 replies
    • 6.5k views

  5. ADP Refund

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

  6. Bottom Up QNECS

    By Guest Jeff Kropp,
    • 1 reply
    • 2.1k views

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

    By Guest Sara H,
    • 2 replies
    • 1.6k views

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

    By Guest chrismichelle,
    • 5 replies
    • 3.2k views

  9. Excess Annual Additions

    By nancy,
    • 2 replies
    • 1.8k views

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

    By John A,
    • 0 replies
    • 1.5k views

  11. Plain English coverage explanation

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

  12. How is the match on excess deferrals treated?

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

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

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

  14. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince,
    • 1 reply
    • 2k views

  15. Compliance with DOL and IRS

    By Guest Scott E. Hall,
    • 18 replies
    • 2.7k views
    • Guest
    • Guest

  16. "true up" matching contributions on new participants

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

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

    By Lynn Campbell,
    • 1 reply
    • 1.4k views

  18. ADP/ACP test

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

  19. 401(k) Illustration Software

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

  20. 401(k) Plan w/o NHCE

    By Hoard1,
    • 6 replies
    • 1.9k views

  21. Plan Loans

    By Guest Frank Jackson,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  22. Questions when interviewing new Plan Council

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

  23. Safe Harbor Nonelective in Integrated Plan

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

  24. ADP Test in Control Groups

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

  25. Must a 5310-A form be filed?

    By Guest Phil L,
    • 3 replies
    • 2.9k views

  26. 401k NET PAY CALCULATIONS

    By Guest jfgc,
    • 1 reply
    • 1.6k views

  27. Hardship Withdrawal for Purchase of Residence

    By Scott,
    • 1 reply
    • 2.2k views

  28. 401 k rollover problem

    By Guest me,
    • 6 replies
    • 2.4k views

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

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

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

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

  31. J&S distribution/spousal consent

    By k man,
    • 0 replies
    • 1.7k views

  32. CD's as Securities

    By Hoard1,
    • 1 reply
    • 1.5k views

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

    By jkharvey,
    • 1 reply
    • 1.7k views

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

    By Hoard1,
    • 5 replies
    • 1.7k views

  35. ADP/ACP Testing Question

    By Guest JWBrown,
    • 5 replies
    • 1.9k views

  36. Administrative fees for distribution

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

  37. IRS Determination Letter

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

  38. Reporting Removal of Excess Deferrals

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

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

    By Dawn Hafner,
    • 2 replies
    • 1.7k views

  40. Aggregation of excess deferrals of unrelated plans?

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

  41. Employee incorrectly classified as HCE

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

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

    By Guest Phil Schwartz,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  43. Trust ID Numbers

    By Guest TrustMe401k,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  44. QNECs

    By Dawn Hafner,
    • 10 replies
    • 2.8k views
    • Guest
    • Guest

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

    By John A,
    • 2 replies
    • 5.1k views

  46. Participant Voting Employer Stock

    By Guest halka,
    • 2 replies
    • 2k views

  47. vesting due to "reduction in force"

    By k man,
    • 4 replies
    • 2.5k views

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

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

  49. Here's a wierd thought

    By imchipbrown,
    • 12 replies
    • 2.1k views

  50. Multiple Employer Plans

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