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401(k) Plans
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401(k) Plans
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No named trustee
(5 replies)
plan termination & qualifying employer security
(4 replies)
401(k) Plan Termination
(3 replies)
timing of 401k deposits
(7 replies)
Allocation of Class Action Recovery
(3 replies)
VCP - plan never adopted
(3 replies)
Employee Deferrals incorrectly invested
(8 replies)
Employer Contributions
(9 replies)
Inquiring minds.....
(10 replies)
Compensation used for Safe Harbor
(4 replies)
Roth (in Relius)
(0 replies)
Financial Advisor requirement
(7 replies)
SH Regs
(2 replies)
Rolling MP $ into PSP
(6 replies)
Safe Harbor Plans - ADP/ACP Testing Method
(11 replies)
UBTI - Paid by Earmarked Account?
(3 replies)
segregating 401(k) contributions but not investing them
(40 replies)
What will they think of next?
(5 replies)
Starting 401(k) mid year, with BOY effective date
(12 replies)
Incorrect Deferral and Matching Allocations
(1 reply)
Match Reduces Flex Dollars
(2 replies)
Plan continuation?
(6 replies)
Late Deposits
(15 replies)
Top Heavy
(6 replies)
Compliance Testing
(26 replies)
Eligibility for laidoff employee
(2 replies)
Immediate 401(k) entry, but 1 year wait for s/h match?
(11 replies)
Union then management, hours to count
(5 replies)
12b-1's
(5 replies)
Hardship Distributions
(3 replies)
Changing Matching Contribution Rate
(2 replies)
aggregating plans for testing
(1 reply)
Self Employed
(7 replies)
Deadline for swithcing to current year testing
(3 replies)
Audit Requirements
(3 replies)
Excluding union employees from a 401(k)
(5 replies)
Terminating plan missing SH contrib
(5 replies)
Walmartization of 401(k) Plans
(6 replies)
blank 2005 5500
(10 replies)
Split Plan to Avoid 5500 Audit
(7 replies)
Foreign Company 401(k)
(4 replies)
State tax withholding on installment payments
(2 replies)
Safe Harbor Plan Design
(2 replies)
Stopping all 401(k) contributions temporarily
(3 replies)
Another Catch-up Qt (fiscal year)
(3 replies)
Control Group Relationship? Family Aggragation?
(8 replies)
Maximum Suspension for Hardship Distribution
(13 replies)
Hardships protected?
(2 replies)
Switch to Prior Year ADP Testing
(2 replies)
Discrimination Testing
(120 replies)
Mixing 401(k) Contributions and Catch-Up Contributions
(3 replies)
Increase the Need Rule / Hardship Distributions
(1 reply)
Stock Purchase / Terminate Seller Plan
(1 reply)
First year safe harbor 401(k) - less than 12 months
(4 replies)
Roth 401(k) / Self-Directed Brokerage Accounts
(2 replies)
Employer Tax ID for 401(k)
(2 replies)
Catch-Up
(10 replies)
Loan Repayments/Payroll Cycle Change
(12 replies)
Early Withdrawal After Tax Credit
(1 reply)
Higher Match level for Non Highly than Highly
(4 replies)
Am I over analyzing?
(7 replies)
Professional Employer Organization
(4 replies)
amendment of plans for the final 401(k) and removal of Safe Harbor provision
(1 reply)
Controlled Group
(1 reply)
Is a rollover from profit sharing plan to a SEP IRA permissable?
(1 reply)
mandatory withholding
(1 reply)
In-Service Dist a protected benefit?
(4 replies)
Compensation - Post Severance
(3 replies)
Temporary Employees
(4 replies)
Regarding the opinion letter issued by the DOL stating that anyone that provides 401(k) Plan participant advice is considered a Plan Fiduciary.
(2 replies)
plan administrator suspicious
(4 replies)
Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions
(5 replies)
Company purchased during the year
(4 replies)
Aggregating 401(k) balance with non-401(k) balance to get lower management fees
(9 replies)
Beneficiary Designation
(8 replies)
No Fidelity Bond for 2005
(1 reply)
Key Employee
(1 reply)
Flat Match
(3 replies)
401(a)(4) Testing
(8 replies)
Easy Plan Term / 5310 Question
(9 replies)
HALLELUJAH! Rev Proc 2006-27 arrives!
(7 replies)
Prefunded Profit Sharing in excess of allocable
(2 replies)
Discretionary Match
(0 replies)
Profit Sharing contribution deposited after the tax return due date
(7 replies)
SH Match....TH pass
(9 replies)
New 401k with existing SEP
(1 reply)
Safe Harbor Mid Year Plan Merger
(11 replies)
Roth 401k Qualified Distributions
(7 replies)
excess deferrals
(3 replies)
REAL ESTATE - RESPA
(3 replies)
Excess contributions in off-calendar plan
(2 replies)
Retroactively amend compensation definition
(3 replies)
Incorrect Deferral and Matching Allocations
(0 replies)
Distribution to Resident Alien
(1 reply)
Mid-year safe harbor 401(k) change
(1 reply)
Life Insurance Distributions
(0 replies)
Harship Distribution
(2 replies)
Salary Research
(3 replies)
Exclusions in a Safe Harbor 401(k) Plan
(12 replies)
Excel formula to determine basic safe harbor match
(2 replies)
ADP testing failing - any suggestions?
(6 replies)
Employer Matching in December, Withdrawls, Loans
(15 replies)
Mandatory cash out (IRA) question
(4 replies)
Top Heavy Question
(4 replies)
Investing in Company Stock 401(k) Any limits?
(1 reply)
Distribution Fees
(1 reply)
Small Balance & Distribution Fees
(1 reply)
401k
(3 replies)
Simple IRA / 401(k)
(1 reply)
Hardship Withdrawal
(7 replies)
3% SHNEC
(2 replies)
Automatic enrollment
(3 replies)
Silver Boullions in a 401(k) Plan?
(7 replies)
Payroll Administrator Forgot to deduct loan payments
(3 replies)
LATE CONTRIBUTION, 5330, VFCP
(1 reply)
Limiting HCE Deferrals through Corporate Resolution
(5 replies)
Form 5330 - Excise tax on late deposit of deferrals
(5 replies)
Timing of Amendment
(10 replies)
Forfeitures and Coverage Testing
(1 reply)
401(k) contribution limits and health benefits
(3 replies)
Discontinue add'l fixed match in SH plan
(2 replies)
Testing order
(5 replies)
Autoenrollment Implementation
(0 replies)
Automatic Enrollment
(7 replies)
Control Group Transfer
(1 reply)
Switch from ADP/ACP to SH
(1 reply)
timing of profit sharing contribution for related employers
(8 replies)
501(c)3 Plan
(1 reply)
Deadline for Excess Deferral Corrective Distribution-2005
(19 replies)
Nondiscriminatory Amendment
(5 replies)
401(k)/catch-up/profit sharing contributions
(1 reply)
QDCF and spousal consent
(1 reply)
Life insurance distribution from a PSP
(1 reply)
Can Roth 401(k) Elections Be "All or Nothing"?
(15 replies)
GICs and surrender charges
(19 replies)
Failed ADP Test: $6 refund
(1 reply)
Down to the Wire on 402(g) Correction!
(4 replies)
Custodial Guarantee - no loss for fraud
(1 reply)
Excess contributions not returned timely
(2 replies)
distribution w/ no withholding
(4 replies)
Beneficiary Designation
(3 replies)
Hardship suspension
(0 replies)
402(f) Notice for Roth 401(k) distributions
(2 replies)
Foreign stocks in 401(k)
(2 replies)
Severance pay
(5 replies)
changing from actual hours counting to elapsed time
(2 replies)
Roth 401(k) Amendments
(3 replies)
Safe-harbor plan with a CODA
(3 replies)
Amendment to Employer Match-Last Day Requirement
(4 replies)
Corbel Prototype
(6 replies)
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