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401(k) Plans

19,294 topics in this forum

  1. Determining Former HCEs

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

  2. Document says hardships available from elective deferrals only; partic

    By Guest Jane Freeman,
    • 1 reply
    • 1.5k views

  3. Do receivables count as compensation?

    By Guest Phil L,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  4. non-elective contribution allocation

    By Guest Mike Kimball,
    • 1 reply
    • 1.7k views

  5. 415 limit for 2 DC Plans

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

  6. Employee who Embezzled Funds - Are we required to withhold 20% on dist

    By Guest J Samuelson,
    • 5 replies
    • 3.7k views

  7. Looking for a book titled, 401(k) provider Directory Averages Book

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

  8. Deduct Next Year Deferrals This Year

    By Guest Michael Spaid,
    • 3 replies
    • 1.4k views

  9. Participant in savings plan asks for prospectus of the plan but is den

    By Guest WildWest1,
    • 9 replies
    • 2k views
    • Guest
    • Guest

  10. "electing out" of a 401(k) plan

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

  11. Can the first plan year for a Safe Harbor 401(k) Plan be less than 12

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

  12. Can terminated 401(k) participants roll over company stock to a new co

    By Guest msearle,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  13. Does this work: a profit-sharing contribution based on compensation, a

    By Guest Kelly R,
    • 17 replies
    • 2.2k views

  14. Allocation for participant who "retires" several times?

    By John A,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  15. How should the 1099R be issued for plan limit violations (e.g., if the

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

  16. Must a plan stipulate a maximum percentage for employee contributions

    By MWeddell,
    • 2 replies
    • 1.8k views

  17. 401(k) Vesting Schedule Statistics

    By Guest Judy Beedy,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  18. Plan is effective 1/1/99 but deferrals don't commence until 12/1/99 -

    By Kathy,
    • 2 replies
    • 1.7k views

  19. Conversion in middle of plan year - issues?

    By Guest ars,
    • 1 reply
    • 1.4k views

  20. Amending Terminating 401(k) for SBJPA

    By Guest jhtobin,
    • 2 replies
    • 2.6k views

  21. Safe Harbor 401(k)

    By Guest Melissa Winslow,
    • 1 reply
    • 1.4k views
    • Alf
    • Alf

  22. Adjusted Dollar Limits

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

  23. Integrated profit-sharing component of 401(k) plan - how does one make

    By Guest mam,
    • 2 replies
    • 3.2k views

  24. Can an employee change mind on loan and change to Hardship?

    By Guest J Samuelson,
    • 5 replies
    • 2.8k views

  25. Law Firm Plan Design

    By Guest susand,
    • 16 replies
    • 3.3k views

  26. 401k salary deferrals not deposited at all - employer now has no money

    By Guest JBarn,
    • 9 replies
    • 1.9k views

  27. 404 deduction limits

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

  28. 5500Q - Can you revoke a 5500 and file a 5500 C/R instead?

    By Alf,
    • 2 replies
    • 1.5k views

  29. Any restrictions on business owner obtaining loans from his or her bus

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

  30. May a 401(k) plan validly exclude part-time employees?

    By Guest wwest,
    • 21 replies
    • 14.6k views
    • Guest
    • Guest

  31. What is best way to merge an existing money purchase plan into an exis

    By John A,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  32. 401k plan uses a standardized prototype sponsored by small TPA - requi

    By Guest billy bong,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  33. Does this rehired employee have to wait another year before becoming a

    By Guest Sara H,
    • 7 replies
    • 5.2k views

  34. Modifying Prototype Adoption Agreements ... Can you?

    By Guest billy bong,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  35. Can someone tell me the proper method of accomplishing a transfer of 4

    By Guest JBDixon,
    • 2 replies
    • 1.4k views

  36. Prohibited transaction if the plan's broker marries the client company

    By Guest Phil L,
    • 6 replies
    • 2k views

  37. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1,
    • 5 replies
    • 1.6k views

  38. discriminatory definion of compensation

    By Guest C Kampen,
    • 1 reply
    • 1.7k views

  39. Participant has 20% of account withheld by plan and remainder paid in

    By Guest Linda Kirby,
    • 12 replies
    • 1.7k views
    • Guest
    • Guest

  40. "Returning" a 401(k) Contribution

    By Guest SPollock,
    • 1 reply
    • 1.5k views

  41. Another Short Plan Year Question

    By Hoard1,
    • 2 replies
    • 1.4k views

  42. What kind of testing/reporting is required for a controlled group?

    By Guest Sara H,
    • 1 reply
    • 1.3k views

  43. Eligible Comp for safe harbor 401(k)/Money Purchase Plan combination

    By Guest Effie Clark,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  44. How to report hardship distributions on Form 1099-R after 12/31/99?

    By Guest ralar,
    • 2 replies
    • 2.6k views

  45. Simple 401(k) plans and employer stock

    By Guest KMcQ,
    • 1 reply
    • 1.5k views

  46. Estimated Indexed Limits for 2000?

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

  47. Top-Heavy Calculation

    By Guest johnarmknecht,
    • 3 replies
    • 2.1k views

  48. If an employer with a 401(k) plan with a discretionary match decides t

    By Guest Phil L,
    • 7 replies
    • 2k views
    • Guest
    • Guest

  49. hardships not eligible for rollover

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

  50. What is deadline for making a QNEC?

    By Guest Theresa,
    • 1 reply
    • 2.9k views
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