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401(k) Plans

19,451 topics in this forum

  1. Controlled Group - setting up second plan

    By PFranckowiak,
    • 1 reply
    • 1.1k views

  2. safe harbor, new plan, eligible but not yet entered?

    By Guest francegirl,
    • 9 replies
    • 1.6k views

  3. RMD question

    By RayJJohnsonJr,
    • 14 replies
    • 1.7k views

  4. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

    By Guest sugar daddy,
    • 9 replies
    • 2.1k views

  5. Can we stop fixed match mid year?

    By Jim Chad,
    • 14 replies
    • 6.1k views

  6. Late 401(k) Contributions

    By PFranckowiak,
    • 1 reply
    • 1.1k views

  7. Record Retention - what and how long?

    By PFranckowiak,
    • 1 reply
    • 1k views

  8. Withholding on hardship distributions

    By Jim Chad,
    • 13 replies
    • 10.9k views

  9. Non-discrimination testing for partial year

    By jukeboy56,
    • 0 replies
    • 1.2k views

  10. Brother Sister Controlled Group

    By Guest MEGK,
    • 6 replies
    • 1.9k views
    • Guest
    • Guest

  11. In-plan Roth conversion & 5500

    By Monica Barnard,
    • 4 replies
    • 3.1k views

  12. Is this a 401k transfer or rollover? And reporting requirements.

    By Guest Carl C,
    • 4 replies
    • 4k views

  13. Safe Harbor 401(k) and Compensation Amendment

    By msmith,
    • 1 reply
    • 1.1k views

  14. Timing of filing Form 5330 for late deposits

    By BG5150,
    • 0 replies
    • 1.4k views

  15. 2012 COLA

    By Fisher,
    • 1 reply
    • 1.4k views

  16. matching contribution

    By Scuba 401,
    • 6 replies
    • 1.6k views

  17. USERRA - Company Contributions

    By Guest Tdavid,
    • 6 replies
    • 3.1k views
    • GMK
    • GMK

  18. EIN/SS# for 1099-R / 1096

    By austin3515,
    • 17 replies
    • 8.8k views
    • Bird
    • Bird

  19. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1,
    • 1 reply
    • 1.3k views

  20. Rehire

    By PFranckowiak,
    • 1 reply
    • 1.3k views

  21. Rehire after Five Year Break in Service

    By jmartin,
    • 5 replies
    • 27.2k views

  22. Roth In-Plan Conversion

    By Nassau,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  23. union employees and separate plan provisions

    By Guest Iwonder,
    • 3 replies
    • 2.9k views
    • Guest
    • Guest

  24. VCP - filing question

    By PFranckowiak,
    • 0 replies
    • 1.1k views

  25. Platform Providers

    By SMB,
    • 5 replies
    • 2.1k views

  26. Automatic Enrollment and Nondiscrimination

    By Guest Offender,
    • 1 reply
    • 1.4k views

  27. LLC Electing to be Taxed as a Corporation

    By jpod,
    • 1 reply
    • 956 views

  28. Forfeitures

    By Nassau,
    • 1 reply
    • 1.1k views

  29. Safe Harbor, sort of

    By austin3515,
    • 7 replies
    • 1.2k views

  30. Plan Design

    By Guest WCHB,
    • 5 replies
    • 1.3k views

  31. Safe Harbor Spin-Off

    By PMC,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  32. Minimum deferral to get a match

    By fiona1,
    • 4 replies
    • 1.7k views

  33. 125 PLAN

    By Guest BCCFLEX,
    • 0 replies
    • 840 views
    • Guest
    • Guest

  34. 5500 for MEPs

    By 30Rock,
    • 1 reply
    • 1.3k views

  35. Non-Spouse Beneficiary

    By Nassau,
    • 3 replies
    • 1.6k views

  36. 401(k) Non US based company

    By Guest nextgenplanner,
    • 3 replies
    • 1.4k views

  37. Spousal Consent

    By 30Rock,
    • 5 replies
    • 3.2k views

  38. Eligibility

    By Guest elang,
    • 8 replies
    • 1.6k views

  39. hardship withdrawal - building their own home

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

  40. Do deferral refunds on a SARSEP count against 402(g) limit in a 401(k)?

    By Guest sugar daddy,
    • 4 replies
    • 1.3k views

  41. Never ran 2008 adp testing

    By Guest Bosco108,
    • 1 reply
    • 1.2k views

  42. top paid group election with prior year testing

    By K2retire,
    • 1 reply
    • 1.5k views

  43. Correction under EPCRS

    By austin3515,
    • 1 reply
    • 1.1k views

  44. Fee from forfeitures, rather than by participants

    By Guest Iwonder,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  45. 401(a)(17) limit

    By fiona1,
    • 5 replies
    • 2.6k views

  46. 401(k) Loan Rollover from one plan to next

    By Guest Tdavid,
    • 5 replies
    • 3.1k views

  47. Davis Bacon, Safe Harbor & Top-Heavy

    By austin3515,
    • 1 reply
    • 1.8k views

  48. Failure to Auto-Enroll Employee Correction?

    By holdco,
    • 6 replies
    • 3.4k views

  49. Can a Recordkeeper fund a QNEC ?

    By MARYMM,
    • 2 replies
    • 1.2k views

  50. Deferral election procedure

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.6k views
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