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401(k) Plans

19,516 topics in this forum

  1. Employee starts January 1; does he complete 6 months of service on Jun

    By Guest mhultz,
    • 5 replies
    • 2k views
    • Alf
    • Alf

  2. Three Age 70 1/2 Questions RE:Active Part.

    By Guest Don J. Smith,
    • 1 reply
    • 1.7k views

  3. 401(k) investment products providing sub-accounting by contribution so

    By bzorc,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  4. Individually Directed Accounts

    By Guest ptpnthr,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  5. Variable Annuity Inside a 401K Plan

    By Guest mwalsh17,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  6. 2000 contributions

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

  7. If a plan has age and service requirements more liberal than the statu

    By Hoard1,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  8. New Employer Short Plan Year

    By Hoard1,
    • 2 replies
    • 1.7k views

  9. Flat $100 non-elective contribution per participant on standardized pr

    By Spencer,
    • 2 replies
    • 1.7k views

  10. eligibility for safe harbor 401(K)

    By thepensionmaven,
    • 1 reply
    • 1.8k views

  11. Using a "uniform" earnings calculation for excess contributi

    By Guest Maureen,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  12. My company sold in a stock sale. I want to roll my 401K over to anothe

    By Guest spike,
    • 3 replies
    • 1.9k views

  13. Should a profit sharing plan (effective 1/1/98) being submitted to the

    By Guest Cal,
    • 2 replies
    • 1.6k views
    • Alf
    • Alf

  14. Can you have 2 profit sharing plans under 1 employer, both of which co

    By MWeddell,
    • 5 replies
    • 3.4k views
    • Guest
    • Guest

  15. Vesting Schedule

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

  16. Seasonal Employees exclusion form Plan question ..... again.

    By Hoard1,
    • 1 reply
    • 1.9k views

  17. Mid-Year Deferral Change By Employees

    By Guest ralar,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  18. 5500 audit report--short year exception

    By Guest m thom,
    • 2 replies
    • 2.5k views

  19. Proposal Software

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

  20. My company is starting a 401k plan.

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

  21. Do members of a limited liability partnership have the same considerat

    By Guest KMcQ,
    • 1 reply
    • 1.8k views

  22. FIDUCIARY ISSUES/PROH. TRANSACTION

    By Guest Lonnie Tomlin,
    • 4 replies
    • 1.9k views

  23. Is there a GUST Model Plan Amendment, and if so, where can I get it?

    By Guest T L Williamson,
    • 5 replies
    • 1.9k views

  24. Time Limit for Plan Participant Distribution

    By Guest Mark Manning,
    • 2 replies
    • 1.6k views

  25. Distributions to foreign citizens

    By Guest PeterGulia,
    • 2 replies
    • 6.5k views
    • Guest
    • Guest

  26. Late Top-Heavy Contribution

    By Guest SSCARO,
    • 1 reply
    • 2k views

  27. Loan default due to death of participant - who is liable for the taxes

    By Guest John Grace,
    • 5 replies
    • 3.4k views
    • Guest
    • Guest

  28. Discretionary Matches and ACP Test Safe Harbor

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

  29. Multiple Employer 401(k) Plans

    By Guest msearle,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  30. What is the period during which a terminating plan must count compensa

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

  31. I have a plan that in the document does not suspend 401(k) contributio

    By Hoard1,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  32. Missing Participants/Terminated Plan

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

  33. Controlled group minimum coverage testing when the members' 401(k) pla

    By EGB,
    • 0 replies
    • 1.9k views
    • EGB
    • EGB

  34. Any effect of a break-in-service for a 100% vested employee who remain

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

  35. Safe Habor Notice

    By Hoard1,
    • 1 reply
    • 1.8k views

  36. 5500 filing

    By Guest ars,
    • 2 replies
    • 1.8k views

  37. Which guidance rules when the April 15 deadline if missed for refundin

    By John A,
    • 1 reply
    • 1.7k views

  38. Any subsequent deadline for returning 402(g) excess if April 15 deadli

    By John A,
    • 2 replies
    • 1.8k views

  39. Assume same desk rule applies; does an individual transferred to the n

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

  40. Is it possible to do anything when "pre-test" indicates ADP

    By John A,
    • 17 replies
    • 3.1k views
    • Guest
    • Guest

  41. Former independent contractor an HCE?

    By Guest mo,
    • 1 reply
    • 1.7k views

  42. Safe Harbor Allocation

    By Guest KarenLS,
    • 2 replies
    • 1.9k views

  43. Client wants 3% safe harbor minimum provided under a money purchase pl

    By jkharvey,
    • 4 replies
    • 1.9k views

  44. What is everybody doing about 04#s for new plans?

    By Guest JBarn,
    • 9 replies
    • 3.6k views
    • Guest
    • Guest

  45. Safe Harbor 401(k) - does the 3% non-elective fully vested contributio

    By Guest AngelQ,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  46. Top Heavy required? When different elgibility dates for 401(k) and Pro

    By Guest William Lehman,
    • 4 replies
    • 2k views

  47. Can maximum statutory entry date rules be applied in running ADP test,

    By Guest MEGary,
    • 5 replies
    • 4.4k views

  48. No record of any review by a 401k plan's trustees during past 5 years,

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

  49. Deferrals in an LLC

    By Guest Crystal,
    • 1 reply
    • 1.6k views
    • EGB
    • EGB

  50. Plan Sponsor No Longer Member of Controlled Group

    By Guest PLHart,
    • 2 replies
    • 2.9k views
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