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401(k) Plans

19,423 topics in this forum

  1. PPA notice of assets held by plan

    By Jim Chad,
    • 1 reply
    • 818 views

  2. Plan Termination Question

    By austin3515,
    • 7 replies
    • 1.4k views

  3. Profit Sharing Allocation on Years of Service

    By 52626,
    • 2 replies
    • 1.2k views

  4. Allocation based on years of service

    By 52626,
    • 3 replies
    • 1.3k views

  5. Another Amendment to Safe Harbor Plan Question

    By austin3515,
    • 20 replies
    • 2k views

  6. 401(k) shown on W2

    By archy22,   
    • 1 reply
    • 1.1k views

  7. Age Weighted Allocation / 3% Safe Hrbr Nonelective

    By austin3515,
    • 5 replies
    • 1.6k views

  8. Distribution - re-contribution

    By MGOAdmin,   
    • 2 replies
    • 2.1k views

  9. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515,
    • 18 replies
    • 2.3k views

  10. Principal 401k Unimpressive earnings/ Rollover

    By vvasi9,
    • 3 replies
    • 1.8k views

  11. HCE Determinination

    By Safeharbor29,   
    • 3 replies
    • 1.7k views

  12. Over Match

    By Safeharbor29,   
    • 1 reply
    • 1.7k views

  13. May a safe-harbor 401(k) plan omit loans, hardships, and before-retirement distributions?

    By Peter Gulia,   
    • 4 replies
    • 1.3k views

  14. Using catch-up in ADP testing of terminated HCE?

    By Flyboyjohn,
    • 15 replies
    • 2k views

  15. Info that old TPA is obligated to supply for a takeover?

    By mming,
    • 9 replies
    • 1.5k views

  16. Hardship - 5 Wheeler considered primary residence?

    By katie58,
    • 12 replies
    • 4.5k views

  17. Is the addition of an adopting employer (creates a MEP) allowed mid year for SH Plan

    By jkharvey,
    • 3 replies
    • 751 views

  18. Missed Deferral, QNEC, Deductions

    By MGOAdmin,   
    • 0 replies
    • 1.4k views

  19. Employee Moving to Puerto Rico

    By khn,
    • 6 replies
    • 2.5k views

  20. persuading Fidelity to fix an error

    By K2retire,
    • 7 replies
    • 3.2k views

  21. Plan holds land as asset and sells timber

    By jkharvey,
    • 2 replies
    • 851 views

  22. Any issues to watch out for if the PS contribution is based on a participant making elective deferrals?

    By jkharvey,
    • 5 replies
    • 895 views

  23. Safe Harbor - can we change mid-year to fund match faster?

    By masteff,
    • 6 replies
    • 1.4k views

  24. Deduction issue?

    By pixmax,
    • 17 replies
    • 1.7k views

  25. Auto Enrollment and Immediate Entry Date and Administrative Lag

    By CO Bank,
    • 3 replies
    • 3.5k views

  26. Vesting Service

    By Safeharbor29,   
    • 2 replies
    • 1.1k views

  27. Failing Testing Every Year?

    By khn,
    • 3 replies
    • 912 views

  28. Back pay

    By Guest ppapdx,
    • 9 replies
    • 7.3k views

  29. Incorrect Safe Harbor Notice

    By 52626,
    • 1 reply
    • 1.1k views

  30. Doc investing in real estate; appraisal/5500 question

    By jmartin,
    • 5 replies
    • 1.8k views

  31. ACA Notice

    By Safeharbor29,
    • 1 reply
    • 803 views

  32. Prefunding Contributions

    By Safeharbor29,
    • 2 replies
    • 3.5k views

  33. Business acquisition - separate safe harbor 401k plans

    By Belgarath,
    • 4 replies
    • 1k views

  34. Participant Fee Disclosure on Conversions

    By LMOC,
    • 0 replies
    • 990 views

  35. Prevailing Wage/Davis Bacon - dealing with awarding agencies?

    By AndrewZ,
    • 0 replies
    • 790 views

  36. Amending a Maybe Safe Harbor Plan

    By kgr12,
    • 1 reply
    • 843 views

  37. Pentegra Retirement Services: Free Webcast Today

    By Pentegra Retirement Serv.,
    • 0 replies
    • 974 views

  38. Safe Harbor 401(k) Discretionary Contributions/Profit Sharing

    By mitchelt,
    • 4 replies
    • 1.8k views

  39. Rollover Funds

    By Safeharbor29,   
    • 2 replies
    • 1.2k views

  40. New Regulations for puerto rico plans

    By Guest lync,
    • 2 replies
    • 1.4k views

  41. Safe Harbor Match Calculation- Need Help

    By coleboy,
    • 9 replies
    • 3.7k views

  42. Amending Plan's Cash-Out From $1,000 to $5,000

    By 401 Chaos,
    • 2 replies
    • 1.4k views

  43. Refund of excess commissions paid

    By pensionlife,   
    • 1 reply
    • 919 views

  44. Recordkeeping Fees

    By Kent,   
    • 8 replies
    • 2.5k views

  45. Crediting Prior Service Under New 401(k) Plan

    By 401 Chaos,
    • 5 replies
    • 5.4k views

  46. Compensation-K1

    By Safeharbor29,   
    • 1 reply
    • 2.5k views

  47. Top-Heavy Aggregation

    By MGOAdmin,   
    • 1 reply
    • 1.3k views

  48. The IRS Continues To Behave Badly

    By austin3515,
    • 21 replies
    • 3.7k views

  49. What compensation is used for General Testing?

    By justatester,
    • 3 replies
    • 1.7k views

  50. Incorrect Management Fees Charged

    By Vlad401k,
    • 6 replies
    • 1.4k views
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