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401(k) Plans

19,532 topics in this forum

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

    By Guest chrismichelle,
    • 5 replies
    • 3.5k views

  2. Excess Annual Additions

    By nancy,
    • 2 replies
    • 1.9k views

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

    By John A,
    • 0 replies
    • 1.6k views

  4. Plain English coverage explanation

    By Guest TrustMe401k,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  5. How is the match on excess deferrals treated?

    By Guest Pat Metallic,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

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

    By M R Bernardin,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  7. Outstanding Plan Loans at Plan Termination

    By Guest Denise S. Prince,
    • 1 reply
    • 2.2k views

  8. Compliance with DOL and IRS

    By Guest Scott E. Hall,
    • 18 replies
    • 3k views
    • Guest
    • Guest

  9. "true up" matching contributions on new participants

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

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

    By Lynn Campbell,
    • 1 reply
    • 1.6k views

  11. ADP/ACP test

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

  12. 401(k) Illustration Software

    By Dawn Hafner,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  13. 401(k) Plan w/o NHCE

    By Hoard1,
    • 6 replies
    • 2k views

  14. Plan Loans

    By Guest Frank Jackson,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  15. Questions when interviewing new Plan Council

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

  16. Safe Harbor Nonelective in Integrated Plan

    By Guest JL,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  17. ADP Test in Control Groups

    By Guest JF,
    • 2 replies
    • 3.8k views
    • Guest
    • Guest

  18. Must a 5310-A form be filed?

    By Guest Phil L,
    • 3 replies
    • 3.1k views

  19. 401k NET PAY CALCULATIONS

    By Guest jfgc,
    • 1 reply
    • 1.8k views

  20. Hardship Withdrawal for Purchase of Residence

    By Scott,
    • 1 reply
    • 2.3k views

  21. 401 k rollover problem

    By Guest me,
    • 6 replies
    • 2.8k views

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

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

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

    By Guest amy darnell,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  24. J&S distribution/spousal consent

    By k man,
    • 0 replies
    • 1.8k views

  25. CD's as Securities

    By Hoard1,
    • 1 reply
    • 1.6k views

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

    By jkharvey,
    • 1 reply
    • 1.8k views

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

    By Hoard1,
    • 5 replies
    • 1.9k views

  28. ADP/ACP Testing Question

    By Guest JWBrown,
    • 5 replies
    • 2k views

  29. Administrative fees for distribution

    By Guest Rick Butler,
    • 3 replies
    • 2.1k views

  30. IRS Determination Letter

    By Guest Emiliano,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  31. Reporting Removal of Excess Deferrals

    By Guest Rob Walter,
    • 1 reply
    • 2k views

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

    By Dawn Hafner,
    • 2 replies
    • 1.8k views

  33. Aggregation of excess deferrals of unrelated plans?

    By Guest LDH1,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  34. Employee incorrectly classified as HCE

    By Guest Rick Butler,
    • 1 reply
    • 1.7k views

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

    By Guest Phil Schwartz,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  36. Trust ID Numbers

    By Guest TrustMe401k,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  37. QNECs

    By Dawn Hafner,
    • 10 replies
    • 3k views
    • Guest
    • Guest

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

    By John A,
    • 2 replies
    • 5.3k views

  39. Participant Voting Employer Stock

    By Guest halka,
    • 2 replies
    • 2.2k views

  40. vesting due to "reduction in force"

    By k man,
    • 4 replies
    • 2.7k views

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

    By Guest Cheryl Wilson,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  42. Here's a wierd thought

    By imchipbrown,
    • 12 replies
    • 2.5k views

  43. Multiple Employer Plans

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

  44. Fixed Elective Deferrals Per Pay Period

    By bzorc,
    • 1 reply
    • 1.9k views

  45. New k feature added to PS plan

    By Guest pinsall,
    • 1 reply
    • 1.6k views

  46. Harship Withdrawal

    By Guest awallace,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

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

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

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

    By John A,
    • 2 replies
    • 2.4k views

  49. Controlled group with regard to SIMPLE Plans

    By k man,
    • 9 replies
    • 2.1k views
    • Guest
    • Guest

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

    By Guest M Lavelle,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest
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