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  1. Hardship Withdrawals and documentation (1 reply)
  2. Party in interest question (3 replies)
  3. Aggregating plans of the employer for 401(k) testing (12 replies)
  4. QNEC and integrated plan (3 replies)
  5. Going Union, what to do with the existing 401K (1 reply)
  6. Date of amendment to add safe harbor 401(k) (1 reply)
  7. How is a Partnership deduction taken? (1 reply)
  8. Safe Harbor for Controlled Group (1 reply)
  9. Coverage change and adp testing (0 replies)
  10. Elig EE not given opportunity to defer (3 replies)
  11. off calendar year (4 replies)
  12. Union & Non-Union Employees (1 reply)
  13. 401k Multiple Entry Dates and Top Heavy Plans (3 replies)
  14. Tax Year and Plan Year Off - Switching (Short year contributions?) (1 reply)
  15. QDRO Administration (5 replies)
  16. excluding hourly employees and HCE's. different opinions, who's right (6 replies)
  17. Are ER paid settlements plan compensation? (2 replies)
  18. BRF - multiple vesting schedules (7 replies)
  19. Sole Proprietor - Late Deferral Contributions (1 reply)
  20. Small Business Tax Credit (1 reply)
  21. How to Discuss Interpretation Issue with IRS? (7 replies)
  22. Top Heavy Issue (1 reply)
  23. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005 (1 reply)
  24. Safe Harbor 401(k) and After Tax $ (1 reply)
  25. ineligible employee deferring (2 replies)
  26. Paying expenses from the Plan for daily valuation recordkeeper search (4 replies)
  27. Terminating a one person 401-k (16 replies)
  28. Eligibility for deferrals and safe harbor match - brain freeze & need a hand (0 replies)
  29. "Changing" companies, opportunity to move 401K to IRA? (5 replies)
  30. Automatic Rollover Regulations (3 replies)
  31. MPP/PS Old Style Combo (2 replies)
  32. non-elective safe harbor contribution (2 replies)
  33. Successor 401(k) Plan (1 reply)
  34. USERRA: Compensation used to determine HCE status (0 replies)
  35. Top Heavy Aggregation (1 reply)
  36. 415 limit for limitation year that is not a calendar year (2 replies)
  37. SCP - Past 2 year period. What now? (6 replies)
  38. Husband and Wife work together, Hub receives 1099... Cont Calc? (7 replies)
  39. HCE Limits - 205,000 versus 12,300 (5 replies)
  40. SH Notice Delivery (4 replies)
  41. Safe harbor match started mid-year. (0 replies)
  42. Semi-annual entry allows exclusion of 1 year employee? (7 replies)
  43. Safe Harbor Match (1 reply)
  44. Contributions to money purchase and profit sharing plans (10 replies)
  45. I have a client who is trying to clean up their plan and force out any ex-employees balances to save administration costs. (4 replies)
  46. I have a client who utilizes top paid group election for HCE determination. (12 replies)
  47. Self-employed one-person 401(k) (4 replies)
  48. Repayment of Loan Upon Termination (2 replies)
  49. Automatic Rollovers (13 replies)
  50. 401(k) Loan balances in Plan termination (8 replies)
  51. Doctors' Wives & 401k (8 replies)
  52. 401K for Dummies - How much can I put in? (2 replies)
  53. Charging Distribution Fee to the participant (2 replies)
  54. 401(a)9 - Required Minimum Distribution for 5% Business Owner (15 replies)
  55. Confusion over matching contributions on payroll basis. (4 replies)
  56. Late Deferrals and VFCP/Form 5330 (6 replies)
  57. Loan default in Safe Harbor Source (1 reply)
  58. Controll group, average benefit test, and ADP test (0 replies)
  59. 401(k) Plan Loans -- Exclude ER securities (1 reply)
  60. Partnership and Definition of Compensation (5 replies)
  61. DOL Litigation on Late Deposits (2 replies)
  62. safe harbor plan in controlled group (2 replies)
  63. Discontinuing a non-elective safe harbor contribution (1 reply)
  64. Primary Residence Loans (1 reply)
  65. Matching employee after-tax contributions in a Safe Harbor plan (2 replies)
  66. Fiscal year 401K for LLC (4 replies)
  67. Can't afford Safe Harbor Contributions? (3 replies)
  68. Distribution Overpayment & help finding court cases. (1 reply)
  69. Correcting an excess contribution for a participant (7 replies)
  70. New Plan or Restatement? (11 replies)
  71. Weird issue with fund group (4 replies)
  72. Automatic Enrollment Elections and Rehired Participants (0 replies)
  73. Disregarding Rollovers (2 replies)
  74. Find a participant (7 replies)
  75. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed? (7 replies)
  76. Participant choosing to have loan deemed, Issues? (9 replies)
  77. Sahe Harbor 401(k) and Top Heavy (3 replies)
  78. Fun and Games with the DOL (late payment of deferrals) (3 replies)
  79. Not-for-profit controlled group? (2 replies)
  80. HCE Limitations (10 replies)
  81. Buy-back of forfeited amount (4 replies)
  82. IRS SPECIAL NEWSLETTER RE: Model Amendment for Automatic Rollovers, COLAs and other stuff (0 replies)
  83. No Beneficiary Statement (1 reply)
  84. Hardship Withdrawal (4 replies)
  85. Successor Plan (5 replies)
  86. Match contribution with no definite formula (8 replies)
  87. 4K Safe Harbor Match Plan Termination (4 replies)
  88. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question. (7 replies)
  89. 2005 Limits (4 replies)
  90. ADP testing and controlled groups (3 replies)
  91. 401a plan termination notice (1 reply)
  92. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company? (0 replies)
  93. Puerto Rican Plan (3 replies)
  94. Deadline for amending plan document to switch current / prior year ADP (6 replies)
  95. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment? (12 replies)
  96. NEw Comp Deemed CODA Issue (3 replies)
  97. Terminated plan with small forfeiture balance (2 replies)
  98. de minimus amounts (17 replies)
  99. Match and First $205,000 (19 replies)
  100. 415(c) Limit - post-tax? (1 reply)
  101. Leased Employee (10 replies)
  102. Annual Notice of Catch-Up Eligibility? (2 replies)
  103. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment (6 replies)
  104. Off Calendar Plan Year (3 replies)
  105. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid ....... (2 replies)
  106. Safe Harbor Match - Is required funding every 3 mo. period (2 replies)
  107. Broker/Consultant/RIA Fees (2 replies)
  108. Plan to Plan Transfer (5 replies)
  109. Testing Issues(?) different eligibiltiy for 401k and SH match (1 reply)
  110. Loan Payment Suspension While On Maternity Leave (4 replies)
  111. ACP/ADP testing needed in safe harbor plan? (4 replies)
  112. Hurricane Relief? (0 replies)
  113. Conversion Blackout Ends Sooner - New Notice Required? (1 reply)
  114. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan. (6 replies)
  115. Short Plan Year - contribution timing? (0 replies)
  116. Can brothers use Uni-(k)? (3 replies)
  117. Prior Year ADP testing - No eligible NHCEs in prior year (12 replies)
  118. Spin Off Help. (2 replies)
  119. Leased Employees Excluded from Safe Harbor 401(k) Plan? (3 replies)
  120. Cross Tested Plan w. Safe Harbor Feature (1 reply)
  121. Replacing one 401(k) plan with another (1 reply)
  122. Plan Document vs. Union Agreement? (4 replies)
  123. Rollover of Participant Loans...Need New Notes? (0 replies)
  124. Aggregation of plans for top heavy (0 replies)
  125. definition of compensation for 401(k) safe harbor plans (4 replies)
  126. Major disaster and hardship withdrawals (2 replies)
  127. setting up ret. plan for client -- does participation in multiple employer plan mean that client's plan is not a "new" plan? (1 reply)
  128. Missing Participants and Patriot Act (26 replies)
  129. 401k transfer to IRA Account while still with company. (3 replies)
  130. Earnings on Late employee deferral contributions (1 reply)
  131. Puerto Rico 401K tax rules (1 reply)
  132. Combined Testing for 410(b) and ADP/ACP (1 reply)
  133. Safe Harbor Nonelective Plus Additional Nonelective (33 replies)
  134. Help ASAP! Former Key Employee Accounts (4 replies)
  135. Huge unallocated forfeitures on takeover plan (6 replies)
  136. Forfeitures? (3 replies)
  137. Incorrect Rollover into 401(k) Plan (8 replies)
  138. Automatic rollovers: safe or non-safe? (1 reply)
  139. Can an employer that has both union and non-union employees allow all to join one plan? (4 replies)
  140. Late contribution excise tax (1 reply)
  141. ADP/ACP Prior Year Method (9 replies)
  142. Off Calendar Catch-up Question? (1 reply)
  143. Catch up Match (2 replies)
  144. Excess matching contributions (1 reply)
  145. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars? (14 replies)
  146. Dentist with Multiple Corporations (4 replies)
  147. Match on Excess Contribs that are Recharacterized as Catch-up (4 replies)
  148. Paying off a deemed loan (while still employed) (5 replies)
  149. Excess Annual Additions (0 replies)
  150. ADP Test in Plan Termination Year (2 replies)
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