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401(k) Plans

19,516 topics in this forum

  1. Merger of Plans

    By Scott,
    • 1 reply
    • 1.7k views

  2. Compensation definition -- for determining HCEs and ADP testing

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

  3. Fees for self-directed accounts

    By Guest mo,
    • 3 replies
    • 1.6k views

  4. Giving Investment Advice to Participants in 401(k) Plans

    By LCARUSI,
    • 17 replies
    • 3.9k views

  5. 401(k)

    By Guest jfgc,
    • 5 replies
    • 1.9k views
    • Guest
    • Guest

  6. Frequency of participant hardship distributions.

    By Guest JFC,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  7. 401(k) safe harbor plan language

    By jkharvey,
    • 2 replies
    • 1.6k views

  8. Notice 2000-3--official version

    By JWK,
    • 0 replies
    • 1.7k views
    • JWK
    • JWK

  9. 415 limit for employee of multiple employers

    By Guest RS Vatalaro,
    • 3 replies
    • 4.8k views

  10. IRS Guidance on Safe-Harbor 401(k)'s

    By chris,
    • 2 replies
    • 1.5k views

  11. Questions re: 2000-3

    By KJohnson,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  12. Disqualification for failure to file 5500

    By Guest CAM,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  13. Conversion Plans Adding 401(k)/(m) Provisions

    By Guest Lizzie,
    • 1 reply
    • 1.4k views

  14. Employer bonus through payroll

    By bzorc,
    • 0 replies
    • 1.5k views

  15. Who is entitled to money earned from a correction of a mistake?

    By Guest Cliff Langwith,
    • 1 reply
    • 1.5k views

  16. Profit Sharing Plan that has not been funded in three years.

    By Guest Theresa,
    • 3 replies
    • 1.6k views

  17. ADP/ACP testing when liberal eligibility requirements are provided for

    By Guest Matt@HSC,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  18. Distribution while still employed

    By Guest CGBS,
    • 3 replies
    • 3.3k views
    • Guest
    • Guest

  19. Non-qualified 401(k) Top Hat Plan.

    By Guest Bill55,
    • 10 replies
    • 3.7k views

  20. 401(k) and Third Party Administrators

    By Guest DAraniti,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  21. 401k Employer Requirements for Sending Money to Investment Company

    By Guest tpowell,
    • 4 replies
    • 2.1k views

  22. LLC member and maximum percentage funding

    By Guest mulrenan,
    • 1 reply
    • 1.6k views

  23. When do deferrals of partners in a partnership or LLC need to be funde

    By Guest Micahel Gheen, CPA,
    • 4 replies
    • 2.7k views

  24. Investment losses, corrective distributions and form 1099-R

    By John A,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  25. another deduction question

    By thepensionmaven,
    • 0 replies
    • 1.6k views

  26. 404(a)(3) deduction limitation

    By Guest Cynthia Williams,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  27. Forfeiture of employer contributions because of 415 failure -- must ea

    By Wessex,
    • 0 replies
    • 1.7k views

  28. Inclusion of Consultant?

    By Guest,
    • 4 replies
    • 1.8k views

  29. Any good article on multiple testing failures?

    By John A,
    • 0 replies
    • 1.7k views

  30. Starting a 401k this late in the year

    By DP,
    • 2 replies
    • 2.1k views

  31. Spin Off of 401k Assets

    By Guest RS Vatalaro,
    • 2 replies
    • 3.9k views
    • Guest
    • Guest

  32. Does anyone have a good checklist of things to ask the client for when

    By Guest Juracek,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  33. ADP/ACP Testing - Prior vs. Current

    By Guest ANNEBV,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  34. Can 73 year old make elective deferrals?

    By david rigby,
    • 5 replies
    • 2k views

  35. Distribution due to termination

    By Guest Rick R,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  36. Safe Harbor 401(k) and 500 Hour requirement

    By Guest jmurph,
    • 1 reply
    • 2.5k views

  37. Employer contributions

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

  38. What is the IRS reg that states that a spun off company can not buy sh

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

  39. 401k max

    By John A,
    • 5 replies
    • 2k views

  40. Plan spin-off - employee doesn't want his plan balance spun off to new

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

  41. Prior year ADP and Current year ACP

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

  42. Can match contributions for the 1999 plan year be reduced prior to the

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

  43. OK for participant to designate his fraternity as the beneficiary of h

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

  44. Amendments

    By Scuba 401,
    • 0 replies
    • 1.5k views

  45. Can associated match not be forfeited if return of excess aggregate co

    By John A,
    • 3 replies
    • 2.2k views

  46. Does this plan have an impermissible hardship provision and if so, wha

    By John A,
    • 3 replies
    • 2.4k views

  47. Extended restatement deadline?

    By Guest danwintz,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  48. Cover call writing in qualified plan?

    By Spencer,
    • 2 replies
    • 2.8k views

  49. QNECS under a Davis Bacon Prevailing Wage Plan

    By Guest PLHart,
    • 0 replies
    • 2.4k views
    • Guest
    • Guest

  50. Self Directed Brokerage

    By Scuba 401,
    • 2 replies
    • 1.5k views
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