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401(k) Plans

19,468 topics in this forum

  1. Reinstating forfeitures after rehire

    By EBDI,
    • 5 replies
    • 4.2k views

  2. ECPRS / Did Not withhold Elected Amount

    By austin3515,
    • 3 replies
    • 819 views

  3. Discretionary Match Forfeitures

    By Cobras59,
    • 4 replies
    • 730 views

  4. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.6k views

  5. Auto Enrollment / Permissible Withdrawals

    By austin3515,
    • 5 replies
    • 1.2k views

  6. Maximum Deferral

    By khn,
    • 11 replies
    • 1.4k views

  7. Late Employer Deposits

    By JKW,
    • 2 replies
    • 956 views
    • JKW
    • JKW

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

    By jimjo,
    • 2 replies
    • 778 views

  9. Hardship withdrawal

    By NStinson1979,
    • 3 replies
    • 1.6k views

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

    By AdKu,
    • 4 replies
    • 960 views

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

    By TPApril,
    • 0 replies
    • 469 views

  12. 3(16) Providers Revisited

    By TPAJake,
    • 26 replies
    • 4k views

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

    By ubermax,
    • 14 replies
    • 3.9k views

  14. 402g Refunds After 4/15 deadline

    By ratherbereading,   
    • 6 replies
    • 1.9k views

  15. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 845 views

  16. Safe harbor non-elective for HCEs

    By thepensionmaven,   
    • 10 replies
    • 2.8k views

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

    By Mel_1999,
    • 4 replies
    • 776 views

  18. Different PS Formulas

    By PFranckowiak,
    • 9 replies
    • 1.4k views

  19. Vesting

    By Chippy,
    • 18 replies
    • 4.4k views

  20. Help on ineligible deferrals

    By Tostevino,
    • 2 replies
    • 1.3k views

  21. Last Day Rule / Last Business Day

    By austin3515,
    • 11 replies
    • 4.2k views

  22. Safe Harbor Document Drafting Question

    By Phlyers,
    • 3 replies
    • 727 views

  23. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant,
    • 3 replies
    • 2.3k views

  24. 401(k) Safe Harbor Match fails 414(s)

    By bcmom,   
    • 22 replies
    • 6.7k views

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

    By TPAJake,
    • 10 replies
    • 2.6k views

  26. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 746 views

  27. Safe Harbor status and impermissible hardship

    By 30Rock,
    • 4 replies
    • 709 views

  28. 401(k) with both participant directed accounts and a trustee directed brokerage account

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

  29. Delayed Start of Deferrals for entire Plan

    By 401(k)athryn,   
    • 1 reply
    • 1.4k views

  30. 401(k) deferrals missed on a recent check

    By JKW,
    • 7 replies
    • 1.9k views

  31. Increased excise tax

    By Trisports,   
    • 1 reply
    • 505 views

  32. Prevailing Wage Compensation

    By jeff77,
    • 1 reply
    • 601 views

  33. ECPRS Retroactive Eligibility Amendment

    By austin3515,
    • 5 replies
    • 754 views

  34. Proof of Hardship

    By AKPension,
    • 9 replies
    • 1.6k views

  35. TIAA CREF Conversion

    By MjInvestments,   
    • 2 replies
    • 1.4k views

  36. Early participation

    By Belgarath,
    • 2 replies
    • 714 views

  37. Excluding Interns as a Class from 401(k) Plan Participation

    By coleboy,
    • 10 replies
    • 9.8k views

  38. New Comp Contribution red flags

    By Sammiemor,
    • 7 replies
    • 1k views
    • K2
    • K2

  39. Discretionary Match

    By Nuts,   
    • 4 replies
    • 1.5k views

  40. VFCP Program

    By austin3515,
    • 8 replies
    • 1.3k views

  41. 401K active loan, then hardship request on balance with resignation

    By Aeolia,
    • 2 replies
    • 779 views

  42. 401(k) plan + SEP, and nondiscrimination testing

    By AndrewZ,
    • 0 replies
    • 729 views

  43. Hardships and Rehire

    By 52626,
    • 2 replies
    • 788 views

  44. Can you exclude catchups from SH Match?

    By Jim Chad,
    • 2 replies
    • 628 views

  45. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish,
    • 6 replies
    • 1.5k views

  46. Life Insurance Plans in 401(k)

    By 401(k) DUDE,
    • 1 reply
    • 493 views

  47. SEP IRA In SAme Year as 401k

    By austin3515,
    • 7 replies
    • 1.2k views

  48. Successor plan rule

    By R.G.,
    • 21 replies
    • 8k views

  49. 401k vesting lost when transferring abroad

    By George,
    • 2 replies
    • 713 views

  50. Empower/KGPF Lawsuit

    By austin3515,
    • 12 replies
    • 11.2k views
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