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401(k) Plans

19,490 topics in this forum

  1. Safe Harbor NonElective

    By thepensionmaven,
    • 16 replies
    • 4k views

  2. Triple Stacked Match

    By cpc0506,
    • 6 replies
    • 2.4k views

  3. Late Deposit Lost Earnings Calculation

    By Archimage,
    • 5 replies
    • 3.5k views

  4. Death of 401ks...Again and Again.

    By goldtpa,
    • 8 replies
    • 1.6k views

  5. Bond Requirement - ER (not public) stock in plan

    By John Feldt ERPA CPC QPA,   
    • 5 replies
    • 798 views

  6. Is 100% of deferrals up to 6% SH match okay?

    By BG5150,
    • 2 replies
    • 897 views

  7. QACA Auto Increases - who gets increased, and when?

    By Mr401k,
    • 11 replies
    • 1.5k views

  8. Otherwise Excludables tested Separately

    By BLM,
    • 1 reply
    • 704 views

  9. Safe Harbor Non-elective excludes certain HCEs

    By JJRetirement,   
    • 5 replies
    • 2.7k views

  10. Amount in board resolution

    By Zorro1k,   
    • 14 replies
    • 4.9k views

  11. Recharacterized elective contributions and ACP Testing

    By buckaroo,
    • 11 replies
    • 2.9k views

  12. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

    By fynn6%7,   
    • 0 replies
    • 501 views

  13. Safe Harbor Plan - Salary Deferral Election

    By kdubinski,
    • 1 reply
    • 763 views

  14. Late deposits fixed by using old trade date?

    By AlbanyConsultant,
    • 5 replies
    • 1k views

  15. Employee Refusing Employer Dollars

    By MjInvestments,
    • 10 replies
    • 2k views

  16. 40(k) Loan while out on Disability

    By 52626,
    • 4 replies
    • 17.7k views

  17. Funding deadline terminating safe harbor plan

    By Scuba 401,
    • 7 replies
    • 1.2k views

  18. US Virgin Islands

    By Scuba 401,
    • 3 replies
    • 2.5k views

  19. Fully Vesting only Active Employees

    By 401QUE,   
    • 9 replies
    • 2.9k views

  20. Late deposit of 401(k) and negative earnings

    By MoShawn,
    • 9 replies
    • 6.7k views

  21. Single Employer Plan to Multiple Employer Plan

    By buckaroo,
    • 2 replies
    • 1.2k views

  22. 2 types of ER contributions - vested sched vs immediate

    By TPApril,
    • 3 replies
    • 710 views

  23. Reinstating forfeitures after rehire

    By EBDI,
    • 5 replies
    • 4.3k views

  24. ECPRS / Did Not withhold Elected Amount

    By austin3515,
    • 3 replies
    • 988 views

  25. Discretionary Match Forfeitures

    By Cobras59,
    • 4 replies
    • 892 views

  26. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.7k views

  27. Auto Enrollment / Permissible Withdrawals

    By austin3515,
    • 5 replies
    • 1.3k views

  28. Maximum Deferral

    By khn,
    • 11 replies
    • 1.5k views

  29. Late Employer Deposits

    By JKW,
    • 2 replies
    • 1.1k views
    • JKW
    • JKW

  30. Corrective process for IRA after-tax basis rolled into 401k?

    By jimjo,
    • 2 replies
    • 862 views

  31. Hardship withdrawal

    By NStinson1979,
    • 3 replies
    • 1.6k views

  32. Forfeitures from a DC plan to fund a DB plan of the same ER

    By AdKu,
    • 4 replies
    • 1.1k views

  33. Historical corrections for 5500's & late 401k

    By TPApril,
    • 0 replies
    • 514 views

  34. 3(16) Providers Revisited

    By TPAJake,
    • 26 replies
    • 4.2k views

  35. Solo 401(k) & Max Profit Sharing Contribution

    By ubermax,
    • 14 replies
    • 4.1k views

  36. 402g Refunds After 4/15 deadline

    By ratherbereading,   
    • 6 replies
    • 2k views

  37. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 888 views

  38. Safe harbor non-elective for HCEs

    By thepensionmaven,   
    • 10 replies
    • 2.9k views

  39. Excluding EE's who work less than 20 hours per week when eligibility requirement is 30 days of service

    By Mel_1999,
    • 4 replies
    • 900 views

  40. Different PS Formulas

    By PFranckowiak,
    • 9 replies
    • 1.5k views

  41. Vesting

    By Chippy,
    • 18 replies
    • 4.5k views

  42. Help on ineligible deferrals

    By Tostevino,
    • 2 replies
    • 1.4k views

  43. Last Day Rule / Last Business Day

    By austin3515,
    • 11 replies
    • 4.3k views

  44. Safe Harbor Document Drafting Question

    By Phlyers,
    • 3 replies
    • 825 views

  45. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant,
    • 3 replies
    • 2.4k views

  46. 401(k) Safe Harbor Match fails 414(s)

    By bcmom,   
    • 22 replies
    • 6.9k views

  47. Mandatory Cash-Out Question--Unresponsive Accounts Under $1000

    By TPAJake,
    • 10 replies
    • 2.8k views

  48. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 775 views

  49. Safe Harbor status and impermissible hardship

    By 30Rock,
    • 4 replies
    • 832 views

  50. 401(k) with both participant directed accounts and a trustee directed brokerage account

    By lradimer,   
    • 1 reply
    • 1k views
    • K2
    • K2
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