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401(k) Plans

19,517 topics in this forum

  1. reversion of assets and safe harbor plan

    By Tom Poje,
    • 13 replies
    • 5.5k views

  2. Hurricane Relief Distribution and Loan Documentation

    By khn,
    • 1 reply
    • 1k views

  3. using 3% for missed deferral opportunity in a Safe Harbor Plan

    By Jim Chad,
    • 3 replies
    • 1.8k views

  4. Prevailing wage only plan termination

    By pjb1835,   
    • 2 replies
    • 902 views

  5. Fidelity Bond / Inflation Guard

    By austin3515,
    • 10 replies
    • 5.5k views

  6. New Controlled Group

    By PFranckowiak,
    • 7 replies
    • 1.6k views

  7. Excess Deferral Refunded Before Year End

    By coleboy,
    • 6 replies
    • 2.5k views

  8. QNEC partially used in ADP test - split for general test?

    By AndrewZ,
    • 1 reply
    • 1.3k views

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

    By Jim Chad,
    • 20 replies
    • 5.9k views

  10. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 888 views

  11. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 1.2k views

  12. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 2.4k views

  13. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.6k views

  14. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1.6k views

  15. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 2.2k views

  16. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 2k views

  17. ACP testing, excluded class of employees

    By Belgarath,
    • 6 replies
    • 1.9k views

  18. First Contribution to 401(K) Plan

    By Guest Mike Schwing,
    • 18 replies
    • 15.9k views

  19. Merger of Corporations & Successor Plan

    By shERPA,
    • 0 replies
    • 1.1k views

  20. ADP refund deadline ?

    By pholosofizer,
    • 1 reply
    • 852 views

  21. Loan amortization + payment from RKs

    By YogaTPA,
    • 4 replies
    • 1.8k views

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

    By AdKu,
    • 5 replies
    • 1.3k views

  23. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11,   
    • 6 replies
    • 3.6k views

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

    By ERISA Biker,
    • 4 replies
    • 1.4k views

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

    By jkharvey,
    • 2 replies
    • 1.1k views

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

    By erisa parrot,
    • 8 replies
    • 1.9k views

  27. Sole Proprietor 401(k) Contributions

    By MjInvestments,
    • 5 replies
    • 951 views

  28. Forfeiture Allocation (very tiny amount)

    By BLM,
    • 3 replies
    • 1.2k views

  29. SAR for eligible participants

    By Belgarath,
    • 14 replies
    • 6.1k views

  30. hardship post-6 month wait

    By Tom,
    • 3 replies
    • 1.5k views
    • RTK
    • RTK

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

    By AdKu,
    • 1 reply
    • 1k views

  32. Primary Residential Loans

    By Safeharbor29,   
    • 4 replies
    • 3.1k views

  33. 401K residential loan

    By Cookflhx,   
    • 1 reply
    • 1.8k views

  34. Plan Termination - Short Plan Year

    By Vlad401k,
    • 1 reply
    • 2k views

  35. Employment Contract requires employees to not participate

    By Kevin C,
    • 17 replies
    • 4.3k views

  36. missed 2013 Form 8955-SSA

    By cpc0506,
    • 13 replies
    • 3.5k views

  37. "Participant" definition

    By psmnlaw,
    • 36 replies
    • 4.6k views

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

    By stephen,   
    • 6 replies
    • 6.2k views

  39. Failed ADP

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  40. Deferrals on Bonuses

    By Pammie57,
    • 1 reply
    • 1.1k views

  41. Correcting ADP Test Failure Under EPCRS

    By Madison71,
    • 3 replies
    • 1.3k views

  42. Adopting Employer and contribution levels

    By ldr,   
    • 9 replies
    • 2k views

  43. RMDs and Rollovers by Term'd Participant

    By ratherbereading,   
    • 17 replies
    • 5.3k views

  44. 415 and noncalendar year

    By DPL,
    • 4 replies
    • 1k views

  45. Schedule A needed here?

    By AdKu,
    • 5 replies
    • 1.1k views

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

    By austin3515,
    • 2 replies
    • 794 views

  47. ER Forfeitures - ongoing balance

    By TPApril,
    • 19 replies
    • 3k views

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

    By matth100,
    • 8 replies
    • 3.7k views

  49. Safe Harbor Method for Employee Elective Deferral Failures

    By Dave Baker,
    • 2 replies
    • 1.3k views

  50. Correcting a failed ACP Test from prior Plan Year

    By msmith,
    • 3 replies
    • 1.1k views
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