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401(k) Plans

19,409 topics in this forum

  1. Missing spouse of deceased Participant and no waiver on file

    By Jim Chad,
    • 20 replies
    • 5.1k views

  2. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 654 views

  3. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 850 views

  4. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 2k views

  5. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.3k views

  6. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1.2k views

  7. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 1.9k views

  8. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.8k views

  9. ACP testing, excluded class of employees

    By Belgarath,
    • 6 replies
    • 1.5k views

  10. First Contribution to 401(K) Plan

    By Guest Mike Schwing,
    • 18 replies
    • 14.7k views

  11. Merger of Corporations & Successor Plan

    By shERPA,
    • 0 replies
    • 692 views

  12. ADP refund deadline ?

    By pholosofizer,
    • 1 reply
    • 549 views

  13. Loan amortization + payment from RKs

    By YogaTPA,
    • 4 replies
    • 1.3k views

  14. Roth Deferrals - Non-qualified Distribution Earning below $200

    By AdKu,
    • 5 replies
    • 961 views

  15. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11,   
    • 6 replies
    • 3k views

  16. Plan to Plan Transfer? or Possible Self-Correction?

    By ERISA Biker,
    • 4 replies
    • 1.1k views

  17. Is it permissible to have EACA for only one type of compensation, such as bonus?

    By jkharvey,
    • 2 replies
    • 793 views

  18. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

    By erisa parrot,
    • 8 replies
    • 1.5k views

  19. Sole Proprietor 401(k) Contributions

    By MjInvestments,
    • 5 replies
    • 690 views

  20. Forfeiture Allocation (very tiny amount)

    By BLM,
    • 3 replies
    • 873 views

  21. SAR for eligible participants

    By Belgarath,
    • 14 replies
    • 5.3k views

  22. hardship post-6 month wait

    By Tom,
    • 3 replies
    • 1.1k views
    • RTK
    • RTK

  23. Partial Plan Termination - Gov't Contractor lost bid

    By AdKu,
    • 1 reply
    • 659 views

  24. Primary Residential Loans

    By Safeharbor29,   
    • 4 replies
    • 2.7k views

  25. 401K residential loan

    By Cookflhx,   
    • 1 reply
    • 1.5k views

  26. Plan Termination - Short Plan Year

    By Vlad401k,
    • 1 reply
    • 1.7k views

  27. Employment Contract requires employees to not participate

    By Kevin C,
    • 17 replies
    • 3.4k views

  28. missed 2013 Form 8955-SSA

    By cpc0506,
    • 13 replies
    • 2.9k views

  29. "Participant" definition

    By psmnlaw,
    • 36 replies
    • 3.1k views

  30. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen,   
    • 6 replies
    • 5.5k views

  31. Failed ADP

    By thepensionmaven,
    • 4 replies
    • 1k views

  32. Deferrals on Bonuses

    By Pammie57,
    • 1 reply
    • 800 views

  33. Correcting ADP Test Failure Under EPCRS

    By Madison71,
    • 3 replies
    • 1.1k views

  34. Adopting Employer and contribution levels

    By ldr,   
    • 9 replies
    • 1.6k views

  35. RMDs and Rollovers by Term'd Participant

    By ratherbereading,   
    • 17 replies
    • 4.1k views

  36. 415 and noncalendar year

    By DPL,
    • 4 replies
    • 703 views

  37. Schedule A needed here?

    By AdKu,
    • 5 replies
    • 718 views

  38. Controlled Group Merely Because Other Company Provides Payroll Services, etc.?

    By austin3515,
    • 2 replies
    • 490 views

  39. ER Forfeitures - ongoing balance

    By TPApril,
    • 19 replies
    • 2.3k views

  40. ROBS 401(k) with existing individual plan and loan

    By matth100,
    • 8 replies
    • 3.1k views

  41. Safe Harbor Method for Employee Elective Deferral Failures

    By Dave Baker,
    • 2 replies
    • 1k views

  42. Correcting a failed ACP Test from prior Plan Year

    By msmith,
    • 3 replies
    • 717 views

  43. A Fiduciary Breach?

    By joel,
    • 3 replies
    • 583 views

  44. Schedule R - Form 5500 Part I Line 3

    By AdKu,
    • 6 replies
    • 2.1k views

  45. correcting noncontribution check deposited into 401(k) plan

    By TPApril,
    • 5 replies
    • 655 views

  46. Can you correct Incorrect QNEC???

    By kmhaab,
    • 0 replies
    • 501 views

  47. Leased Employees and Counting Hours

    By JustMe,
    • 2 replies
    • 589 views

  48. Who prepares Form 990-T?

    By ldr,   
    • 3 replies
    • 1.1k views
    • ldr
    • ldr

  49. For an academic purpose, will you share examples of good and bad 408b-2 disclosures?

    By Peter Gulia,
    • 11 replies
    • 1k views

  50. Compensation

    By Mr Bagwell,   
    • 7 replies
    • 3k views
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