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401(k) Plans

19,334 topics in this forum

  1. Participant paid out before return of excess deferrals

    By Guest moorhan,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  2. more prior year testing ?...

    By pmacduff,
    • 9 replies
    • 1.8k views

  3. Administration fees

    By Guest LBH,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  4. Age Weighted Match?

    By KateSmithPA,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  5. Missed Deferral Opportunity - Form 5500 Sched H line 4a

    By ratherbereading,
    • 3 replies
    • 1.8k views

  6. ACP Safe Harbor

    By Guest Thornton,
    • 2 replies
    • 1.8k views

  7. Health Insurance Premiums - Hardship withdrawal?

    By Guest Michael Anderson,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  8. BR&F - Match formula based on YOS

    By austin3515,
    • 16 replies
    • 1.8k views

  9. catch up contributions

    By Guest lindamichals,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  10. Federal Truth and Lending disclosure

    By Guest xplan,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  11. Who prepares investment materials for statement paks?

    By Guest FREE401k,
    • 14 replies
    • 1.8k views

  12. Failed coverage test for numerous years

    By Guest SWH,
    • 11 replies
    • 1.8k views
    • Guest
    • Guest

  13. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 1.8k views

  14. How does a non-participant go about researching the details of a specific 401(k) plan?

    By joel,
    • 7 replies
    • 1.8k views

  15. Hardship question

    By PFranckowiak,
    • 3 replies
    • 1.8k views

  16. QDIA Notice Requirements

    By Lori H,
    • 1 reply
    • 1.8k views

  17. Catch-up Election form

    By alexa,
    • 1 reply
    • 1.8k views

  18. Accelerated Vesting due to EGTRRA

    By Guest Sara H,
    • 1 reply
    • 1.8k views

  19. HCEs Deferral Elections

    By Guest Jodie Dailey,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  20. 401(k) Plan Audit Question: RE: Investment Contract with Insurance Co. note to Financial Statements.

    By Guest TGinthe'Ville,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  21. de minimus excise tax

    By Guest Rosemary Raymer,
    • 3 replies
    • 1.8k views

  22. forfeiture buy-back -what happens to taxes paid?

    By AKconsult,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  23. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

    By rocknrolls2,
    • 2 replies
    • 1.8k views

  24. Form 5310-A Question 4(b)

    By John A,
    • 0 replies
    • 1.8k views

  25. Non-Spousal Rollover: IRA vs Qualified Plan

    By wsp,
    • 3 replies
    • 1.8k views

  26. Is the 1000 hours participation rule only an IRC requirement, or is it

    By Guest maria jose,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  27. Safe Harbor Match

    By Sir LB,
    • 5 replies
    • 1.8k views

  28. Gap Period Earnings Question for Excess Contributions

    By Guest lawdawg,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  29. Top Heavy Test, Key in current plan year, but not last year.

    By Jean,
    • 8 replies
    • 1.8k views

  30. No match on Roth 401k

    By austin3515,
    • 8 replies
    • 1.8k views

  31. after-tax employee contributions

    By Santo Gold,
    • 7 replies
    • 1.8k views

  32. "partial" safe harbor 401(k) plan?

    By EGB,
    • 3 replies
    • 1.8k views

  33. Merger of PS & MP Plan -- Consent to plan loan

    By Wessex,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  34. ADP/ACP Testing Question

    By Guest JWBrown,
    • 5 replies
    • 1.8k views

  35. SECURE 2.0 distributions - protected benefit?

    By MQS0413,
    • 6 replies
    • 1.8k views

  36. Amending SIMPLE 401k to 401k

    By Guest Ddalk,
    • 4 replies
    • 1.8k views

  37. Deferral of Bonus after plan termination

    By Guest wolfpack,
    • 0 replies
    • 1.8k views
    • Guest
    • Guest

  38. How do you obtain compensation info?

    By Lori H,
    • 8 replies
    • 1.8k views

  39. Can Plan accept rollover of funds previously distributed for QDRO?

    By Guest [Pat M],
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  40. What to do with a 401k $ after you change jobs?

    By Dave Baker,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  41. Defaulted loans

    By FAPInJax,
    • 4 replies
    • 1.8k views

  42. LATE QDIA/FEE DISCLOSURE NOTICES

    By Karoline Curran,
    • 3 replies
    • 1.8k views

  43. Plan Amendments

    By Guest cbuxton,
    • 6 replies
    • 1.8k views
    • Guest
    • Guest

  44. New plan under new audit participant count definition

    By John ATL,
    • 4 replies
    • 1.8k views

  45. Converting an existing 401(k) plan to QACA

    By Guest kh1,
    • 6 replies
    • 1.8k views

  46. Excess match & deminimus distribution of $50

    By alexa,
    • 2 replies
    • 1.8k views

  47. Sole Owner W/ No EE's 401k Plan - No Document - No 5500 - Help

    By Guest RS Vatalaro,
    • 8 replies
    • 1.8k views

  48. Matching on Catch-up Contributions 401(a)(17) Limit

    By jkharvey,
    • 4 replies
    • 1.8k views
    • MGB
    • MGB

  49. Match on Separate Bonus Deferral Election

    By J. Bringhurst,
    • 5 replies
    • 1.8k views

  50. Corbel Prototype

    By Archimage,
    • 6 replies
    • 1.8k views
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