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401(k) Plans

19,334 topics in this forum

  1. Dropping 401(k) safe harbor in mid-year

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

  2. Safe Harbor 401(k)w/ additional Match

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

  3. 20% withholding on plan distribution to satisfy IRS tax levy?

    By Wessex,
    • 2 replies
    • 1.8k views

  4. Exclusions of employees whose compensation is reimbursed by foreign pa

    By Guest Harry O,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  5. 401(k)(3)(F) Issue of Excluding NHCEs from ADP/ACP Test

    By Guest Edward McElroy,
    • 1 reply
    • 2.4k views

  6. VESTING

    By Guest AP,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  7. May a Money Purchase Plan be amended & restated to become a Safe H

    By Guest PLHart,
    • 6 replies
    • 3.2k views

  8. Participant Investment Direction - Alienation Issue

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

  9. Safe Harbor 401k - a couple questions

    By Guest RS Vatalaro,
    • 5 replies
    • 2.2k views

  10. Reverse Match

    By Guest Thornton,
    • 2 replies
    • 1.5k views

  11. Hardship Withdrawals

    By Guest Sara H,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  12. Multiemployer 401(k) Plan

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

  13. Deferrals from Severance pay

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

  14. Distribution rolloever contained "ineligible" amounts-record

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

  15. 410(b) violation - how to best correct

    By Guest Marjorie Rogers,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  16. Can the opinion letter date be entered on line 22b of the 5500? If lef

    By Guest Frank Jackson,
    • 4 replies
    • 1.4k views

  17. Simple 401(k) plan ND Testing

    By Guest Sara H,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  18. 401(k) plan from a company which was recently acquired

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

  19. Correction of Disqualifying Distribution

    By Scott,
    • 7 replies
    • 2.2k views

  20. Discriminatory rate of match as it relates to 415 testing

    By Guest Kelly R,
    • 2 replies
    • 1.9k views

  21. Affiliated Service Groups

    By Guest Laura Millwood,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  22. Change amount of deferrals.

    By Guest Michael Spaid,
    • 2 replies
    • 2.6k views

  23. Family Attribution and Step Children

    By Guest Thornton,
    • 2 replies
    • 3.4k views
    • Guest
    • Guest

  24. Anything new on PEO's (EE Leasing Companies) and 401(k) Plans?

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

  25. Non Qualified contributions tied into a 401(k) plan

    By Guest jbender,
    • 4 replies
    • 2.3k views
    • Guest
    • Guest

  26. Brain Teaser

    By M R Bernardin,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  27. Compensation for Unrelated Multiple Employers

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

  28. Mid-Year Match Reduction

    By Guest gpr,
    • 1 reply
    • 1.9k views

  29. Top Heavy Minimum/401(m) Matching

    By Guest datalife,
    • 6 replies
    • 2.2k views

  30. To terminate or to freeze 401(k) provisions in mid year?

    By Guest Alex Calin,
    • 13 replies
    • 4k views
    • Guest
    • Guest

  31. How to exclude nonresident aliens from ADP testing even though they ar

    By Guest Do,
    • 4 replies
    • 3.4k views
    • Guest
    • Guest

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

    By Guest William Lehman,
    • 4 replies
    • 1.7k views

  33. Waiting period for final distributions

    By Guest Luis G,
    • 6 replies
    • 4.6k views
    • Guest
    • Guest

  34. Valuation Date for Stock Contributions

    By Jon Chambers,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  35. Top Heavy Minimums

    By Guest sbavely,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  36. Compensation Defination

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

  37. treatment of former employees

    By Guest Charlie Stevens,
    • 6 replies
    • 2.6k views

  38. What to do in a 401(k) merger where the plan to be merged was not prop

    By Guest ejohnson,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  39. Employer accidentally stopped participant 401(k) contributions and mat

    By Guest geslack,
    • 6 replies
    • 2.6k views
    • Alf
    • Alf

  40. Redeposit of a distribution done in error

    By Guest pnnenno,
    • 3 replies
    • 2.1k views

  41. Internal Plan Expenses

    By Guest gpr,
    • 1 reply
    • 2.1k views

  42. Distribution basis recovery

    By Sue H,
    • 1 reply
    • 1.4k views

  43. Employer contribution

    By Guest massarrat,
    • 1 reply
    • 1.4k views

  44. 1% owner for key employee

    By nancy,
    • 8 replies
    • 4k views

  45. Early distribution from qualified employer plan to fund first time hom

    By Guest Vic Olson,
    • 1 reply
    • 1.5k views

  46. ACP TESTING

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

  47. Reversion of Plan Assets

    By Guest m thom,
    • 1 reply
    • 1.9k views

  48. Benefits for Volunteer Firefighters

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

  49. Payment of Plan Expenses

    By Guest Maddog,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  50. Excludable Employees

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