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401(k) Plans

19,490 topics in this forum

  1. Failure to notify employee of 401K eligibility

    By Guest mission444,
    • 4 replies
    • 18.4k views

  2. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57,
    • 8 replies
    • 2.5k views

  3. 401k contribution reduced and never raised

    By ratherbereading,   
    • 1 reply
    • 830 views
    • WCC
    • WCC

  4. Non QJSA 401(k) spousal waiver for beneficiary

    By Jim Chad,
    • 2 replies
    • 853 views
    • GMK
    • GMK

  5. EACA Plan - changing Default Percentage after 1/1/

    By 52626,
    • 2 replies
    • 2.4k views

  6. Allowing early entry

    By JPIngold,
    • 1 reply
    • 1.4k views

  7. Notification for Capping HCEs

    By khn,
    • 6 replies
    • 1.9k views

  8. Minimum Coverage Testing

    By Guest Hunter401k,
    • 4 replies
    • 1k views

  9. PLLC and Bonus after Plan Year End

    By msmith,
    • 4 replies
    • 1.1k views

  10. PS after Tax Return Filed but before Due Date

    By cheersmate,   
    • 2 replies
    • 967 views

  11. RMD 70 1/2 Start Date or Year

    By PainPA,
    • 7 replies
    • 1.8k views

  12. Safe Harbor- Control groups

    By Guest New401k,
    • 1 reply
    • 741 views

  13. Midyear amendment to SH plan... 30 days required?

    By AlbanyConsultant,
    • 1 reply
    • 1.4k views

  14. vesting schedule change is more strict

    By WCC,
    • 1 reply
    • 849 views

  15. Plan excludes "overtime" from compensation

    By 7806akp,   
    • 6 replies
    • 2.2k views

  16. Permissive Service Credits Purchase

    By marco23,
    • 0 replies
    • 975 views

  17. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc,
    • 4 replies
    • 1.9k views

  18. late matching contributions deposit associated with late deferrals & Form 5500

    By AdKu,   
    • 10 replies
    • 3.1k views

  19. Auto Enroll Notices

    By JKW,
    • 2 replies
    • 1.1k views

  20. Year End Discretionary Matching Contribution amended to x% payroll by payroll Matching contribution

    By AdKu,   
    • 0 replies
    • 852 views

  21. Nonqualified IRA funds rolled into 401(k) Plan

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

  22. HCE compensation based on current year

    By AdKu,
    • 2 replies
    • 903 views

  23. 7 day safe harbor rule for deposits

    By WCC,
    • 2 replies
    • 1.7k views

  24. HCE in more than 1 plan

    By AKconsult,   
    • 11 replies
    • 2.5k views

  25. late filer

    By gregburst,
    • 3 replies
    • 1.1k views

  26. Master trust for DC plans

    By formeractuary,
    • 2 replies
    • 820 views

  27. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515,
    • 2 replies
    • 880 views

  28. safe harbor notice for 2017 distributed, but...

    By Belgarath,
    • 9 replies
    • 1.6k views

  29. Free CPE for ASPPA

    By austin3515,
    • 10 replies
    • 2.9k views

  30. 410(b) question

    By bzorc,
    • 1 reply
    • 831 views

  31. adp testing - controlled group

    By Chippy,
    • 3 replies
    • 2.1k views

  32. Solo 401k plan with cash balance plan

    By jkdoll2,
    • 1 reply
    • 1.3k views

  33. Recommendations on-line mailing service

    By austin3515,
    • 2 replies
    • 929 views

  34. Auto Enroll and Escalate? Well maybe......

    By Mr Bagwell,
    • 4 replies
    • 1.2k views

  35. Safe Harbor 401-k

    By KevinMc,
    • 8 replies
    • 1.4k views

  36. Deferrals withheld from Excluded Compensation

    By 401(k)athryn,
    • 7 replies
    • 2.7k views

  37. Making distributions late in Plan Year

    By rblum50,
    • 14 replies
    • 2.6k views

  38. Restructuring Ownership to Avoid Controlled Group?

    By Susan S.,
    • 11 replies
    • 1.5k views

  39. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad,
    • 1 reply
    • 755 views

  40. Contribution Limitation

    By KevinMc,
    • 1 reply
    • 721 views

  41. Disclosing Distribution Fees

    By austin3515,
    • 3 replies
    • 1k views

  42. Catchup due to failed ADP vs. top heavy - chicken or egg?

    By AlbanyConsultant,
    • 1 reply
    • 903 views

  43. Recordkeeper Performing Late ADP/ACP Testing

    By khn,
    • 10 replies
    • 1.9k views

  44. Triple Stacked Match

    By 401(k)athryn,   
    • 10 replies
    • 2.7k views

  45. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 847 views

  46. Cross Tested plan with QNEC's

    By Mr Bagwell,   
    • 11 replies
    • 2.9k views

  47. SH Match Plan failing 414(s)

    By BG5150,
    • 4 replies
    • 1.8k views

  48. Automatic Rollovers

    By coleboy,
    • 6 replies
    • 931 views

  49. Does a blackout notice need to specifically use the word "blackout"?

    By Florida401k,   
    • 3 replies
    • 1.5k views

  50. Partners and after-tax

    By John Feldt ERPA CPC QPA,   
    • 0 replies
    • 829 views
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