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401(k) Plans

19,490 topics in this forum

  1. 404a5 Disclosures to "Non-Participating" Participants

    By austin3515,
    • 3 replies
    • 1.6k views

  2. fee disclosure on annuity

    By K2retire,
    • 4 replies
    • 1.3k views

  3. is investment managed by money manager considered brokerage window?

    By Tina W,
    • 4 replies
    • 1.1k views

  4. Splitting Solo 401(k)

    By Guest hk73,
    • 4 replies
    • 1.9k views

  5. Anyone know if the plan can invest

    By jkharvey,
    • 5 replies
    • 1.3k views

  6. Loan Default after Leave of Absence

    By Guest Dumb & Dumber,
    • 3 replies
    • 1.4k views

  7. Target Date Fund Disclosures for 404a5

    By austin3515,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  8. Which Plan Year

    By justatester,
    • 17 replies
    • 1.9k views

  9. amend a safe harbor match

    By Santo Gold,
    • 5 replies
    • 1.2k views

  10. Another life insurance question

    By Guest Robertd,
    • 6 replies
    • 1.3k views

  11. When is someone a participant (again)

    By BG5150,
    • 1 reply
    • 933 views

  12. Terminated Participants

    By Nassau,
    • 4 replies
    • 2.1k views

  13. Hurricane Irene Relief

    By Guest TomB432,
    • 1 reply
    • 875 views

  14. 404a-5 notice

    By Chippy,
    • 1 reply
    • 1.8k views

  15. Amending Profit Sharing Allocation Method

    By emmetttrudy,
    • 2 replies
    • 1.7k views

  16. Stop Safe Harbor Match Mid year for owners

    By Guest Solara,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  17. water and sewer shutoff notice Hardship Safe Harbor?

    By Jim Chad,
    • 14 replies
    • 3.8k views

  18. Prohibited Transaction

    By Guest elang,
    • 2 replies
    • 1.1k views

  19. Contribution Classification

    By Guest Powers,
    • 0 replies
    • 912 views
    • Guest
    • Guest

  20. Dependent Care Assistance - Contributions included for plan comp purposes?

    By 401king,
    • 4 replies
    • 1.2k views

  21. It just doesn't fee right...

    By austin3515,
    • 9 replies
    • 1.8k views

  22. Controlled Group?

    By DP,
    • 3 replies
    • 1.1k views

  23. Possible to be HCE and NHCE in same year?

    By gregburst,
    • 2 replies
    • 1.3k views

  24. Top Paid Group problem

    By Richard Anderson,
    • 6 replies
    • 2.3k views

  25. Non-Partner 401(k) Contributions & Earned Income

    By Nate X,
    • 13 replies
    • 5.7k views

  26. 401k auto enroll recapture

    By Guest ghal,
    • 1 reply
    • 1.4k views

  27. Self Employed Owner Schedule C from two businesses

    By Guest jsample,
    • 1 reply
    • 1.1k views

  28. Roth Rollover

    By Guest MarieNo,
    • 3 replies
    • 2k views

  29. New plan - timing of 404(a)(5) annual notice?

    By AlbanyConsultant,
    • 1 reply
    • 1.6k views

  30. Discretionary PS Funded Year Round

    By austin3515,
    • 13 replies
    • 2.8k views

  31. Life insurance in Profit Sharing Plan

    By KevinMc,
    • 2 replies
    • 1.5k views

  32. 404(a)(5) for SDBAs

    By Gadgetfreak,
    • 4 replies
    • 1.5k views

  33. Yet Another 404(a)(5) Thread for Recordkeepers

    By Gadgetfreak,
    • 28 replies
    • 5.9k views

  34. Can I impute disparity at the $40,000 level?

    By Jim Chad,
    • 2 replies
    • 1.3k views

  35. Off-Calendar Top Heavy Test

    By Guest compliance31,
    • 7 replies
    • 2.5k views
    • Guest
    • Guest

  36. Service Provider Fee Disclosures

    By Guest Saturn,
    • 0 replies
    • 786 views
    • Guest
    • Guest

  37. Off Calendar Year Catch-Ups

    By Guest BUG,
    • 3 replies
    • 1.6k views

  38. Eligible Compensation

    By Nassau,
    • 2 replies
    • 1.3k views

  39. Late ADP failure correction - earnings

    By AlbanyConsultant,
    • 3 replies
    • 3.2k views

  40. One to One correction

    By austin3515,
    • 8 replies
    • 3.7k views

  41. Fringe Benefits Include Sick Pay?

    By austin3515,
    • 3 replies
    • 4.3k views

  42. testing different match rates

    By K2retire,
    • 1 reply
    • 1.7k views

  43. Coverage Testing and Fail Safe Language

    By justatester,
    • 12 replies
    • 5.2k views

  44. Representative Matching Rate

    By austin3515,
    • 0 replies
    • 1.1k views

  45. 401k Compliance Issue (True Up Calc Dispute…)

    By Guest 4o1kAdm1n,
    • 5 replies
    • 6.6k views

  46. DOL Relents on De Facto DIA's in Brokerage Windows

    By austin3515,
    • 5 replies
    • 1.6k views

  47. Forfeitures to pay expenses

    By jkharvey,
    • 18 replies
    • 8.4k views

  48. 404(a)(5) and plans that cover only owners

    By 12AX7,
    • 8 replies
    • 1.5k views

  49. Income Withheld on sale of assets within 401(k) Plan

    By rblum50,
    • 9 replies
    • 1.5k views

  50. Leased Employees

    By justatester,
    • 2 replies
    • 1.2k views
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