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401(k) Plans

19,499 topics in this forum

  1. New Plan - Participant Count for Form 5500

    By AdKu,   
    • 11 replies
    • 2.8k views

  2. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates,
    • 1 reply
    • 1.3k views

  3. Stock ownership for HCE definition

    By gdlfa,
    • 1 reply
    • 893 views

  4. Top-Heavy test and After-Tax Contributions

    By artvandelay3,
    • 3 replies
    • 2.5k views

  5. Hours before Participation don't count for allocation condition?

    By Jim Chad,
    • 2 replies
    • 887 views

  6. Auto enrollment to Roth 401(k)

    By JRN,
    • 21 replies
    • 5.5k views

  7. autoenrollment refund?

    By Jim Chad,
    • 2 replies
    • 965 views

  8. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe,
    • 1 reply
    • 1.2k views

  9. Excluding compensation retroactive

    By karl,
    • 2 replies
    • 1.1k views

  10. control group

    By S- Milwaukee,   
    • 8 replies
    • 1.7k views

  11. QACA--Can we do 50% up to 7% match?

    By TPAJake,
    • 12 replies
    • 2.8k views

  12. Retroactive Amendment adding participating employer

    By austin3515,
    • 7 replies
    • 3.8k views

  13. First pay-DATE after Plan Entry

    By austin3515,
    • 2 replies
    • 1.2k views

  14. skipped as opposed to missed deferrals

    By pmacduff,
    • 9 replies
    • 3k views

  15. Entry Date

    By DTH,
    • 6 replies
    • 1.9k views

  16. Missed matching due to calculation by payroll period vs. annual

    By Francis,
    • 6 replies
    • 5.1k views

  17. Using forfeitures to pay earnings

    By 30Rock,
    • 15 replies
    • 10.7k views
    • jpod
    • jpod

  18. ineligible employee defers

    By k man,
    • 21 replies
    • 20.8k views

  19. Excess Deferrals

    By thepensionmaven,
    • 2 replies
    • 1.2k views

  20. Creditor Protection IRA vs 401k

    By CLE401kGuy,
    • 3 replies
    • 1.6k views

  21. LLC, Retained Earnings and 401K plans

    By jsmith1985,
    • 7 replies
    • 3.2k views

  22. 401(k) plan for controlled group

    By cathyw,
    • 0 replies
    • 755 views

  23. Vesting & Service Crediting Change from all years of service to effective date of paln

    By AdKu,   
    • 3 replies
    • 1.8k views
    • AdKu
    • AdKu

  24. Entry Date

    By DTH,
    • 1 reply
    • 783 views
    • GMK
    • GMK

  25. Hardship Distribution and Limit on Tax Withholding

    By The 402"(G)",   
    • 2 replies
    • 1.2k views

  26. Death after signing form, but before processing

    By austin3515,
    • 25 replies
    • 5.9k views
    • GMK
    • GMK

  27. No matching on Roth?

    By ch1719,
    • 13 replies
    • 4.8k views

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

    By TPAJake,
    • 4 replies
    • 1.2k views

  29. Loan Re-Payments Made By Company Not Participant

    By sdix401k,
    • 15 replies
    • 5.9k views
    • MoJo
    • MoJo

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

    By Belgarath,
    • 5 replies
    • 838 views

  31. Automatic Rollovers

    By ratherbereading,
    • 2 replies
    • 997 views

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

    By JWRB,
    • 2 replies
    • 822 views
    • JWRB
    • JWRB

  33. Prohibited Transaction? Correction?

    By pixmax,   
    • 2 replies
    • 1.5k views

  34. 100% Deferral

    By BTG,
    • 6 replies
    • 4.7k views
    • BTG
    • BTG

  35. Union and Non-Union Plan

    By steverenner,
    • 4 replies
    • 3.2k views

  36. Deferrals when you hit compensation limit

    By 52626,
    • 3 replies
    • 2.4k views

  37. Investment Policy Statement

    By Pammie57,
    • 6 replies
    • 1.8k views
    • MoJo
    • MoJo

  38. Deferrals and a new payroll provider

    By 52626,
    • 1 reply
    • 956 views

  39. Safe Harbor 401K - Senior Moment

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  40. ADP test failure

    By thepensionmaven,
    • 5 replies
    • 992 views

  41. Deceased Mom's 401k - No Will

    By whyindaheck,
    • 14 replies
    • 7.5k views

  42. contribution deadline

    By K2retire,
    • 2 replies
    • 1.1k views

  43. missing information for 5500

    By khr,
    • 4 replies
    • 1.4k views

  44. Negative election/auto enrollment amendment

    By Lori H,
    • 2 replies
    • 656 views

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

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

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

    By jkharvey,
    • 1 reply
    • 756 views

  47. VFCP Filing for Late Deposts

    By austin3515,
    • 3 replies
    • 1.2k views

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

    By legort69,   
    • 29 replies
    • 4.6k views

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

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

  50. 414(s) Comp Ratio Test

    By emmetttrudy,
    • 3 replies
    • 5.7k views
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