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401(k) Plans

19,334 topics in this forum

  1. Participate in more than one 401(k) plan?

    By Guest klc,
    • 4 replies
    • 2.4k views

  2. Hours- What to tell client

    By Guest raleightpa,
    • 4 replies
    • 1.4k views

  3. Employer (not the plan) pays the life insurance premiums

    By jkharvey,
    • 4 replies
    • 1.2k views

  4. Do I have to use EPCRS for 415 refund?

    By Guest Kansas,
    • 4 replies
    • 1.6k views

  5. Forfeitures used to offset 403b deferrals/loan repayments

    By ratherbereading,   
    • 4 replies
    • 693 views

  6. Self Employed net income for 401k Plan

    By Pammie57,
    • 4 replies
    • 1.9k views

  7. Safe Harbor plan exclude some HCEs, but not all

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

  8. Calculating Excise Tax & gains on late remittances.

    By MBCarey,
    • 4 replies
    • 2k views

  9. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman,
    • 4 replies
    • 2.4k views

  10. Vesting question

    By jkharvey,
    • 4 replies
    • 1.3k views

  11. Change from participant directed acc't to trustee directed

    By pgold,
    • 4 replies
    • 1.5k views

  12. Lump Sum Distributions

    By Guest robin s vatalaro,
    • 4 replies
    • 4.7k views
    • Guest
    • Guest

  13. Bonuses counted in a 401(k) safe harbor plan

    By eilano,
    • 4 replies
    • 4.5k views

  14. Failed ADP Test

    By Guest Theresa Irvin,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  15. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru,
    • 4 replies
    • 1.1k views

  16. Company stock in 401K

    By Guest jc7032,
    • 4 replies
    • 2.4k views

  17. HCE only 401(k)

    By Earl,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  18. Plan Disqualification due to 70 1/2 Distr

    By Guest dstran,
    • 4 replies
    • 1.3k views

  19. Off Calendar Catch-Ups - SOLUTION!

    By austin3515,
    • 4 replies
    • 1.7k views

  20. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds,   
    • 4 replies
    • 1.5k views

  21. Top Heavy; Safe Harbor excludes HCEs

    By Tom,
    • 4 replies
    • 2.6k views

  22. DOL Investment Guidance

    By MjInvestments,
    • 4 replies
    • 917 views

  23. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.1k views

  24. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 742 views

  25. For a qualified distribution, do participants still pay taxes based on

    By Guest dhoefer,
    • 4 replies
    • 1.4k views
    • RCK
    • RCK

  26. alternatives to Relius Administration

    By Guest Thomas@GDS,
    • 4 replies
    • 2.5k views
    • Guest
    • Guest

  27. 3% Safe Harbor

    By Jay3,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  28. 401(k) Plans

    By Guest Joanne Davey,
    • 4 replies
    • 1.2k views
    • Guest
    • Guest

  29. In most plans, do you have rule of Parity for both Eligibility and vesting?

    By Jim Chad,
    • 4 replies
    • 1.4k views

  30. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc,
    • 4 replies
    • 1.6k views

  31. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.1k views

  32. Compensation Limit and 401k deferrals

    By Guest benefitsanalyst,
    • 4 replies
    • 2.5k views

  33. Short Plan Year

    By Guest Rosemary Raymer,
    • 4 replies
    • 2.1k views

  34. Correcting Wage Overpayment and Contributions made in error to 401(k)

    By Guest JWIRA,
    • 4 replies
    • 5.3k views

  35. Defer from Maternity pay?

    By MSN,
    • 4 replies
    • 2.1k views

  36. Need a TPA Referral

    By Guest Pension250,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  37. Top Heavy/Safe Harbor match/Profit Sharing

    By Guest Diane DuFresne,
    • 4 replies
    • 2.5k views

  38. Simple 401k Rollover to 401k

    By MGOAdmin,   
    • 4 replies
    • 3.3k views
    • Guest
    • Guest

  39. excess 402(g) limit - 10% penalty tax

    By 52626,
    • 4 replies
    • 3.4k views

  40. Integrated Profit Sharing with Inservice Withdrawals

    By Guest Frank Jackson,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  41. After-Tax Contributions/Mega Roth Conversion considerations

    By Zach Del,
    • 4 replies
    • 2.1k views

  42. Loan taxed twice?

    By Brian Gallagher,
    • 4 replies
    • 1.4k views

  43. Employer Contribution after balance distributed

    By KTB,
    • 4 replies
    • 1.1k views

  44. Stop my loan payments

    By 52626,
    • 4 replies
    • 3.2k views

  45. Timing of amendment to swith ADP/ACP testing method

    By Guest moltengater,
    • 4 replies
    • 2.2k views

  46. Cross tested Calc

    By Pammie57,
    • 4 replies
    • 565 views

  47. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 1.9k views

  48. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.6k views

  49. Missed Deferral Opportunity- Safe Harbor Plan

    By Coleboy1,
    • 4 replies
    • 735 views

  50. ACP failure, refund to participant, losses, 1099-R

    By pmacduff,
    • 4 replies
    • 1.5k views
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