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401(k) Plans

19,534 topics in this forum

  1. Eligible to excluded class, loan payments

    By Guest sviola,
    • 1 reply
    • 1.5k views

  2. "Retirement Plan" Box on Form W-2

    By Guest notapensiongeek,
    • 3 replies
    • 2.1k views

  3. Waive Service REquirements

    By austin3515,
    • 3 replies
    • 1.5k views

  4. SH 401(k) excluding new control group employees

    By M Norton,
    • 3 replies
    • 1.7k views

  5. Option to *not* defer on bonus comp?

    By Guest Jay345,
    • 5 replies
    • 2.1k views
    • Guest
    • Guest

  6. Eligible for Distribution due to change in controlled group membership?

    By jmartin,
    • 2 replies
    • 1.4k views

  7. Family attribution apply in Top Paid Group election?

    By kwalified,
    • 8 replies
    • 4.3k views

  8. QDIA w/ Target DAte Funds

    By austin3515,
    • 1 reply
    • 1.2k views

  9. Fee Disclosure-"annually thereafter"

    By Randy Watson,
    • 9 replies
    • 3.5k views

  10. Maximum Loan Amount

    By DTH,
    • 1 reply
    • 1.1k views

  11. Catch up when regular deferrals split between 2 plans

    By Guest k-k-kuz,
    • 5 replies
    • 1.9k views

  12. Which is Worse? QDIA Options

    By austin3515,
    • 20 replies
    • 5.6k views

  13. multiple employer 401k plan doc

    By Guest ghal,
    • 1 reply
    • 1.2k views

  14. RMD's (QDRO related)

    By Nassau,
    • 1 reply
    • 2.3k views

  15. Finding Missing Participants

    By Guest CarolynA,
    • 3 replies
    • 1.9k views

  16. 4 plans merging into 1

    By justatester,
    • 0 replies
    • 906 views

  17. Employee using another's SS

    By cpc0506,
    • 5 replies
    • 1.4k views

  18. Participant Disclosure and Plan Amendment

    By Jennifer D.,
    • 3 replies
    • 1.4k views

  19. One-to-one ADP correction & top heavy

    By R. Butler,
    • 0 replies
    • 1.2k views

  20. Master Trust

    By jpod,
    • 6 replies
    • 2.8k views

  21. 401K Loan to Charity

    By Guest John P.,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  22. Un-Terminate a Plan

    By Dougsbpc,
    • 4 replies
    • 2.8k views

  23. QNEC Distribution

    By Guest arihalli,
    • 5 replies
    • 3.7k views
    • Guest
    • Guest

  24. Union Plan - Union Covers all Full-Time Ee;s

    By austin3515,
    • 8 replies
    • 1.6k views

  25. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie,
    • 0 replies
    • 2.3k views
    • Guest
    • Guest

  26. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB,
    • 1 reply
    • 1.7k views

  27. Reverse Borrowing/Shifting

    By justatester,
    • 6 replies
    • 2.2k views

  28. Hours of Service - Use of Different Equivalencies Within Single Plan

    By Guest Lane,
    • 1 reply
    • 1.7k views

  29. Prohibited Transactions

    By Guest Pippy,
    • 10 replies
    • 2.3k views
    • Guest
    • Guest

  30. Valid Document or Not

    By cpc0506,
    • 1 reply
    • 1.2k views

  31. Nonqual Distribution from Roth 401k

    By austin3515,
    • 2 replies
    • 1.1k views

  32. Real Estate LP in an onwner only 401(k) Plan

    By Jim Chad,
    • 6 replies
    • 1.6k views

  33. Merging 401(k) Plans

    By Guest JPIngold,
    • 2 replies
    • 1.6k views

  34. Leaving an Open MEP

    By Jennifer D.,
    • 10 replies
    • 4.9k views

  35. Late 401(k) deposits & Payroll date

    By TPApril,
    • 7 replies
    • 1.9k views

  36. USERRA

    By Nassau,
    • 3 replies
    • 2.5k views
    • GMK
    • GMK

  37. Top Heavy 401(k) Plan

    By bzorc,
    • 13 replies
    • 3.3k views

  38. Auto Enroll Notice - Default Invesment

    By DTH,
    • 2 replies
    • 1.2k views
    • DTH
    • DTH

  39. PS plan excesses

    By cpc0506,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  40. Merger/Acquisitions

    By Nassau,
    • 2 replies
    • 2.8k views

  41. Multiple Employer plan testing

    By B21,
    • 1 reply
    • 1.6k views

  42. Loan Refinance

    By Guest Hgreer,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  43. HCE/Key Employee Only Plan

    By Guest Brian Anderson,
    • 4 replies
    • 2.1k views

  44. QNEC Explanation

    By dmwe,
    • 5 replies
    • 3.2k views

  45. Two Plans under same Employer

    By cpc0506,
    • 4 replies
    • 2.6k views

  46. Vesting Breaks in Service

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

  47. Form 5330

    By 12AX7,
    • 14 replies
    • 3.2k views

  48. Limitation on Allocation Rates

    By austin3515,
    • 1 reply
    • 1.1k views

  49. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H,
    • 1 reply
    • 1.4k views

  50. off calendar year ADP testing

    By EBDI,
    • 10 replies
    • 4.4k views
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