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401(k) Plans

19,423 topics in this forum

  1. No matching on Roth?

    By ch1719,
    • 13 replies
    • 4.3k views

  2. Can I set a minimum 7% limit on deferrals?

    By TPAJake,
    • 4 replies
    • 1k views

  3. Loan Re-Payments Made By Company Not Participant

    By sdix401k,
    • 15 replies
    • 5k views
    • MoJo
    • MoJo

  4. Make-up under Rev, Proc. 2015-28

    By Belgarath,
    • 5 replies
    • 687 views

  5. Automatic Rollovers

    By ratherbereading,
    • 2 replies
    • 775 views

  6. Prohibited Transaction? Plan invests in LLC which leases property to EEs.

    By JWRB,
    • 2 replies
    • 688 views
    • JWRB
    • JWRB

  7. Prohibited Transaction? Correction?

    By pixmax,   
    • 2 replies
    • 1.4k views

  8. 100% Deferral

    By BTG,
    • 6 replies
    • 4.3k views
    • BTG
    • BTG

  9. Union and Non-Union Plan

    By steverenner,
    • 4 replies
    • 3k views

  10. Deferrals when you hit compensation limit

    By 52626,
    • 3 replies
    • 2.2k views

  11. Investment Policy Statement

    By Pammie57,
    • 6 replies
    • 1.5k views
    • MoJo
    • MoJo

  12. Deferrals and a new payroll provider

    By 52626,
    • 1 reply
    • 673 views

  13. Safe Harbor 401K - Senior Moment

    By thepensionmaven,
    • 6 replies
    • 931 views

  14. ADP test failure

    By thepensionmaven,
    • 5 replies
    • 805 views

  15. Deceased Mom's 401k - No Will

    By whyindaheck,
    • 14 replies
    • 6.9k views

  16. contribution deadline

    By K2retire,
    • 2 replies
    • 902 views

  17. missing information for 5500

    By khr,
    • 4 replies
    • 1.1k views

  18. Negative election/auto enrollment amendment

    By Lori H,
    • 2 replies
    • 546 views

  19. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515,
    • 2 replies
    • 776 views
    • JRN
    • JRN

  20. Amend eligibility...what happens to those who no longer meet the requirement

    By jkharvey,
    • 1 reply
    • 645 views

  21. VFCP Filing for Late Deposts

    By austin3515,
    • 3 replies
    • 963 views

  22. Unravel Key contributions back through payroll in top heavy year

    By legort69,   
    • 29 replies
    • 3.7k views

  23. EACA - Former Employee and the 10% Additional Tax

    By Guest Bob:,   
    • 0 replies
    • 548 views
    • Guest
    • Guest

  24. 414(s) Comp Ratio Test

    By emmetttrudy,
    • 3 replies
    • 5.4k views

  25. Maximizing Catch Up

    By khn,
    • 5 replies
    • 843 views

  26. Blackout Notice

    By jeff77,
    • 1 reply
    • 621 views

  27. Post severance comp - taking a poll

    By Belgarath,
    • 0 replies
    • 569 views

  28. safe harbor plan termination

    By thepensionmaven,
    • 4 replies
    • 1.3k views

  29. 25% Cap on Employer Contributions

    By pjbaer,   
    • 1 reply
    • 1.1k views

  30. Correction on deferral from ineligible comp

    By JKW,
    • 0 replies
    • 715 views
    • JKW
    • JKW

  31. NHC employees given too much match

    By Pammie57,
    • 2 replies
    • 864 views

  32. ACP Refund Correction Method

    By jmartin,
    • 7 replies
    • 3k views

  33. Using the otherwise excludable disaggregation method for ADP testing for the 2014 plan year

    By 30Rock,
    • 9 replies
    • 2.3k views

  34. Safe harbor mid-year amendments

    By Belgarath,
    • 2 replies
    • 1.2k views

  35. Rehired Employee and Entry Date

    By Mr Bagwell,   
    • 11 replies
    • 7.2k views

  36. Hardship Withdrawal from Roth deferral account

    By Pammie57,
    • 1 reply
    • 1.1k views

  37. Change of 401k providers, changed repayment (principal reduction) rule?

    By enzamatic,   
    • 14 replies
    • 6.3k views

  38. EPCRS QNEC's and ADP Testing

    By austin3515,
    • 1 reply
    • 684 views

  39. ADP Test and Hardship amounts

    By cpc0506,
    • 2 replies
    • 611 views

  40. Parent Company has same EIN as subsidiary

    By IhrtERISA,
    • 1 reply
    • 1.2k views

  41. ADP REFUNDS based on "bad" census data for 2015

    By Pammie57,
    • 2 replies
    • 888 views

  42. Plan Loan Repayment Terms

    By Guest a206536,
    • 3 replies
    • 1k views
    • GMK
    • GMK

  43. Management function - Controlled Group

    By rmaker,
    • 7 replies
    • 1k views

  44. To meet coverage and non-discrimination, must all provisions be the same?

    By Peter Gulia,   
    • 4 replies
    • 775 views

  45. Top paid group question

    By gdlfa,
    • 3 replies
    • 1.5k views

  46. Opt-Out Cash Option Payment from Cafeteria Plan: Fringe Benefit?

    By spmcqui,
    • 0 replies
    • 927 views

  47. Trust as Beneficiary

    By waid10,
    • 2 replies
    • 1.4k views
    • GMK
    • GMK

  48. Distributions double counted due to TPA reporting error

    By yd37,   
    • 3 replies
    • 1.4k views

  49. Missed Loan Payment

    By 52626,
    • 1 reply
    • 853 views

  50. Controlled Group/Affiliated Service Group

    By Chippy,
    • 3 replies
    • 1.1k views
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