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401(k) Plans

19,319 topics in this forum

  1. Safe Harbor and 414(s)

    By david shipp,
    • 0 replies
    • 1.8k views

  2. 401K Plan Termination

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

  3. alloc of employer match

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

  4. Exclusion from Testing of EEs < 21/1yr service

    By Guest J Samuelson,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  5. Exclusion of employees

    By Guest Laura Millwood,
    • 2 replies
    • 1.8k views

  6. Leased employee - HCE definition

    By Guest Keith N,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  7. Merge Plans of parent and new subsidiary?

    By Guest SJPrince,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  8. Partnership 401(k)'s

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

  9. Termination of Leased Employee Status

    By Guest BBowles,
    • 1 reply
    • 1.9k views

  10. Safe Harbor Match - Who's Doing It?

    By Guest Hope Jones,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  11. Beta Test New Admin Software!!

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

  12. 404 Deduction Limit

    By Guest JB2,
    • 1 reply
    • 1.6k views

  13. 401(k) contribution for terminating ee

    By Gary,
    • 1 reply
    • 1.5k views

  14. Vesting on job termination

    By Guest BBowles,
    • 3 replies
    • 2.1k views
    • Guest
    • Guest

  15. After-tax Contributions/ Rollover

    By Guest Laura Millwood,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  16. In and out of Safe Harbor year to year

    By Guest BJContreary,
    • 7 replies
    • 1.5k views

  17. Increasing participation of foreign nationals in 401(k) plans

    By Guest llerner,
    • 8 replies
    • 2.7k views
    • Guest
    • Guest

  18. Changes to safe harbor 401(k)

    By Guest mberk,
    • 3 replies
    • 1.8k views

  19. Hardships: safe-harbor v facts & circumstances question???

    By Guest Philip Simpkins,
    • 1 reply
    • 2k views

  20. Time period for contacting terminated employee

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

  21. Fiduciary liability for selection and monitoring investment advisers.

    By Guest Dale C,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  22. Negative elections for current employees?

    By Wessex,
    • 10 replies
    • 2.7k views
    • Guest
    • Guest

  23. Participant Investment Performance for Daily Valuation vs. Non-Daily V

    By Guest Knud Gotterup,
    • 4 replies
    • 2.2k views

  24. Matching Contributions

    By Guest Curious,
    • 3 replies
    • 1.8k views

  25. 410(b) "Free Ride"

    By Guest jdeets,
    • 3 replies
    • 1.9k views

  26. Key Employee Definition

    By Guest PWBAer,
    • 1 reply
    • 2.6k views

  27. 401(k) vesting for classes

    By Guest Robert Lees,
    • 1 reply
    • 2k views

  28. Employer Stock for Matching Contributions

    By Guest FergyJR,
    • 2 replies
    • 2.4k views

  29. Automatic 401(k) Enrollment

    By Guest Sheree Wynn,
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  30. Safe Harbor Matching

    By Guest Rob,
    • 1 reply
    • 1.7k views

  31. 401K Matching

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

  32. Employer Contribution Limit Calculation

    By Guest Ann,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  33. Excess Elective Deferrals

    By Guest sbavely,
    • 10 replies
    • 2.2k views
    • Guest
    • Guest

  34. 401(k) safe harbor: notice to participants

    By Guest Rob,
    • 3 replies
    • 1.9k views

  35. Deferrals Not Withheld From Pay

    By Guest ERead,
    • 7 replies
    • 2.7k views
    • Guest
    • Guest

  36. Simple 401(k) Plans

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

  37. Employer canceled the 401k

    By Guest Tboyle,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  38. Schedule A Regs

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

  39. "First" Plan Year for 401 k Plan

    By Guest LWYRRCM,
    • 1 reply
    • 1.9k views

  40. Look-Back HCE Status in First Plan Year

    By Guest LWYRRCM,
    • 7 replies
    • 6.3k views

  41. Discussion with Author of 98-52 (Safe Harbor 401k)

    By Guest John Smith,
    • 4 replies
    • 1.6k views

  42. Daily Valuation-What is it?

    By Guest TORTORA,
    • 4 replies
    • 6k views
    • Guest
    • Guest

  43. Plan sponsor has disappeared

    By Guest PWBAer,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  44. Canadian Employee in 401(k) Profit Sharing Plan

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

  45. CURRENT VS. PRIOR DATA IN PERFORMING ADP/ACP

    By Guest CHRISTIE BOSS,
    • 4 replies
    • 1.8k views

  46. Don't Post to Safe Harbor 401(k) - Mac Lewis

    By LCARUSI,
    • 0 replies
    • 1.7k views

  47. International Transfer - 401k account options

    By Guest pascarp,
    • 5 replies
    • 9.9k views
    • Guest
    • Guest

  48. Changing a Vesting Schedule

    By Guest Steve Nolan,
    • 5 replies
    • 2.7k views
    • Guest
    • Guest

  49. Conditional Employer Match

    By Guest Tom Moses,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  50. HELP! Transfer of Assets

    By Guest Phil L,
    • 3 replies
    • 3.9k views
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