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  1. Charging Fees to participants in an "abandoned plan" (5 replies)
  2. 401(k) & Match are not deducted from 2nd paycheck. What are the consequences to the plan? (2 replies)
  3. RMD for an owner (3 replies)
  4. Safe Harbor Deadline? (1 reply)
  5. May Job switchers get Multiple Limits? (8 replies)
  6. safe harbor 401k and union employees (3 replies)
  7. Application of the transition rule? (1 reply)
  8. Safe Harbor Plan Terminating (7 replies)
  9. Eligibility (2 replies)
  10. Amending a Prototype for Automatic Rollover Provisions (1 reply)
  11. Coverage testing (1 reply)
  12. A Control Group and the 5500 (1 reply)
  13. 401K money to a 403b Plan? (1 reply)
  14. match forfeitures (4 replies)
  15. tiered match (0 replies)
  16. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients? (2 replies)
  17. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice? (1 reply)
  18. Timing of amendment to swith ADP/ACP testing method (4 replies)
  19. Plan Termination and later discover remain assets - what options? (2 replies)
  20. Targeted QNECs (6 replies)
  21. Distributions - Plan Termination (3 replies)
  22. Distribution Fees (6 replies)
  23. Compensation for plan purposes (3 replies)
  24. QMAC CONTRIBUTIONS (0 replies)
  25. can a 401k distribution be rolled over to an account in England? (7 replies)
  26. Tax withholding on 2nd distribution (4 replies)
  27. Schedule C SEP and 100% owner of sponsor of 401k plan (9 replies)
  28. Safe Harbor and Otherwise Excludable Testing (1 reply)
  29. Schedule SSA (2 replies)
  30. safe harbor 401k with almost no eligibility requirements (3 replies)
  31. Is spousal consent needed? (1 reply)
  32. Does universal availability apply to Roth 401(k) options? (1 reply)
  33. Minimum Top Heavy allocation (5 replies)
  34. SIMPLE and 401(k) (1 reply)
  35. Can ADP/ACP Testing Methods be Different? (1 reply)
  36. Requirements re opportunities to revoke a deferral election (2 replies)
  37. Plan Termination (1 reply)
  38. Extra Loan Payments (0 replies)
  39. Fees from investment company (1 reply)
  40. Safe Harbor Notice mid-year non-Safe Harbor contribution change (7 replies)
  41. Qualified Termination Administrtors (QTA) (8 replies)
  42. Qualified plan expenses (1 reply)
  43. Can a company from US Territories adopt a plan from here? (0 replies)
  44. $205,000 Compensation Limit (2 replies)
  45. 404 vs 415 (8 replies)
  46. Profit Sharing Plan with NO deferral Option (12 replies)
  47. Owner of company wants to invest his plan assets in the company. (9 replies)
  48. Life Insurance Policies in DB Plans (2 replies)
  49. Help! What should I do? IRA Roth and 401k? (0 replies)
  50. Supplemental Pay for Military Reservists under the new 415 Regulations (0 replies)
  51. Authority on spinoff company's responsibility for parent company's plan qualification violations (0 replies)
  52. In-service distribution to IRA (0 replies)
  53. Hardship distributions/Loans (2 replies)
  54. Simple Plans (6 replies)
  55. Exclusive Benefit Rule (2 replies)
  56. 415 apply to double 401k deferrals? (1 reply)
  57. Participant in two plans (1 reply)
  58. Distribution Code for deferrals before eligible.... (1 reply)
  59. operational checklists (3 replies)
  60. Following spouse's disclaimer are deceased participant's parents who received distribution under terms of plan treated as designated beneficiaries under i.401(a)(9)-4 (2 replies)
  61. Forced distributions (2 replies)
  62. Recordkeeper collecting asset based fees. (2 replies)
  63. Post year-end contributions...when good employer contributions go bad (2 replies)
  64. Automatic, passive, negative enrollments (1 reply)
  65. Life Insurance after attaining NRA (1 reply)
  66. Plan design - allowing a changing to a distribution option by a beneficiary (1 reply)
  67. Employer Match Contribution Deadline (4 replies)
  68. Control Group Issues (2 replies)
  69. Ownership Participation situation (0 replies)
  70. Top Heavy (2 replies)
  71. PEO Multiple Employer Plan (9 replies)
  72. Entry Dte (8 replies)
  73. Salary reduction agreement (2 replies)
  74. Participant communication: nervous Nellies or not? (8 replies)
  75. Catch-up (7 replies)
  76. Controlled group change (0 replies)
  77. Calculating non-elective 3% safe harbor contribution for first short plan year (3 replies)
  78. Retirement Plan Newsletters (4 replies)
  79. Forfeiture of Matching Contribution associated with Refunded Deferrals (3 replies)
  80. Delinquent Matching Contributions (5 replies)
  81. Whose money Is it anyway? Loan on 401k (15 replies)
  82. carving out class based on tenure (9 replies)
  83. Correcting Coverage Failure (12 replies)
  84. Hole in American Funds Menu = fiduciary breach = ? (1 reply)
  85. Controlled Group Question (3 replies)
  86. Withdrawal of Safe Harbor Notice (2 replies)
  87. Client wants to exclude EE from Safe Harbor Match (3 replies)
  88. Timing of amendment increasing deferrals (3 replies)
  89. Anyone have experience w/ late deferrals for HCE only? (8 replies)
  90. Deferrals Not Suspended After Hardship (1 reply)
  91. Plan Document? (3 replies)
  92. Automatic enrollment ED's as designated Roth Ks? (5 replies)
  93. Max Deductible Contribution? Need answer for C-4 test on Thursday! (3 replies)
  94. Help. Confused minds want to know: Is this a controlled group? (11 replies)
  95. Hardship withdrawals for post-secondary education (2 replies)
  96. Employers Responsibility regarding 401K contributions (3 replies)
  97. Common ownership (1 reply)
  98. Stopping Elective Deferrals (3 replies)
  99. Plan Termination - Automatic Rollover (5 replies)
  100. resident alien eligible to sponsor US retirement plan? (3 replies)
  101. ADP Failure Letter (2 replies)
  102. Rollover (Related or Unrelated) (1 reply)
  103. Keep expensive 401K -- or -- invest on our own? (1 reply)
  104. Prefunding (4 replies)
  105. SIMPLE IRA & 401(k) (1 reply)
  106. Hours of Service (2 replies)
  107. compensation (2 replies)
  108. Company Stock Purchase (and 401k plan) (5 replies)
  109. Change to Ineligible Class (4 replies)
  110. Another question related to severance pay (1 reply)
  111. Loans (1 reply)
  112. Safe harbor amendment deadline (5 replies)
  113. Top Heavy Allocation when changing divisions (5 replies)
  114. An Oldie but Goodie: severance pay as a source of 401(k) deferrals (9 replies)
  115. How to treat employer securities in a 401(k) and ESOP that are combined in the same plan document. (6 replies)
  116. Participants investing in employer securities. (10 replies)
  117. Deferral Contribution Timing (2 replies)
  118. What is an "open" tax year ? (7 replies)
  119. Multiple Emploer/Safe Harbor (5 replies)
  120. Catch-up Question (2 replies)
  121. 945's & 1096's (6 replies)
  122. Participant with loan is filing Bankruptcy (7 replies)
  123. Catch-Up Contributions & 415 limit (1 reply)
  124. Bottom Up QNEC question (9 replies)
  125. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS. (1 reply)
  126. Beneficiary on a Life Policy (11 replies)
  127. Negative Election/Automatic EnrollmentTime Sensitive Question (2 replies)
  128. C3 exam (7 replies)
  129. Life Insurance Policy in 401(k) Plan (3 replies)
  130. Loan in excess of 50% (3 replies)
  131. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC? (0 replies)
  132. Redemption Fees (4 replies)
  133. FIdelity Bonding Coverage (9 replies)
  134. Compensation (10 replies)
  135. 401(k) Plan w/ LLC with negative K1 (2 replies)
  136. targeted vesting (4 replies)
  137. Stock Options and Ownership Attribution (3 replies)
  138. Passive (Automatic) Enrollment (1 reply)
  139. Missing assets found plan termed 2 years ago (7 replies)
  140. 3% Non-Elective Contribution (2 replies)
  141. Defaulted wrong loan amount (1 reply)
  142. Taking 401(k) distribution for home purchase (7 replies)
  143. Age 55 exception - Termination Date or Distribution Date? (9 replies)
  144. New Determination Letter Program (0 replies)
  145. Failed ADP, Leveling and Catch-ups (Oh My!) (2 replies)
  146. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done? (6 replies)
  147. crediting past years from predecessor employer (0 replies)
  148. Borrow from a 401k to pay credit debt? (24 replies)
  149. Excludable Employees (8 replies)
  150. Automatic Rollover for new plans (2 replies)
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