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401(k) Plans

19,491 topics in this forum

  1. QNEC & QMAC

    By austin3515,
    • 6 replies
    • 2.1k views

  2. Roth conversions within 401(k)

    By Guest KRS401k,
    • 28 replies
    • 6.2k views

  3. Voluntary Fiduciary Compliance Program

    By bevfair,
    • 3 replies
    • 1.2k views

  4. Davis Bacon and plan expenses

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.8k views

  5. timing of excess aggregate distributions

    By Guest Betsy Oakey,
    • 1 reply
    • 1.1k views

  6. Using Matching Contributions in ADP Test

    By Guest lizano,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  7. Missing Participants Terminated Plans

    By Guest roseadmin,
    • 0 replies
    • 869 views
    • Guest
    • Guest

  8. Union Sponsored 401k

    By Guest MS TPA,
    • 6 replies
    • 1.6k views
    • Guest
    • Guest

  9. 401k Loan and Severance Pay

    By oriecat,
    • 2 replies
    • 9.3k views

  10. Control Group Determination

    By pixmax,
    • 14 replies
    • 2.8k views

  11. Plan Design Question

    By Spencer,
    • 6 replies
    • 1.3k views

  12. Dual Eligibility

    By justatester,
    • 1 reply
    • 1.2k views

  13. Form 5330 Reporting Excise Tax Due

    By MBCarey,
    • 1 reply
    • 1.3k views

  14. American Co that has Canadian satalite office

    By doombuggy,
    • 1 reply
    • 991 views

  15. Non spouse Beneficiary

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

  16. Roth In-Plan Conversion

    By Guest emcelroy,
    • 1 reply
    • 909 views
    • Guest
    • Guest

  17. 401k in service rollover

    By Gary,
    • 1 reply
    • 1.3k views
    • GMK
    • GMK

  18. Summary Annual Report (SAR)

    By Nassau,
    • 3 replies
    • 7k views
    • GMK
    • GMK

  19. Employer Funding Requirements

    By Nassau,
    • 1 reply
    • 1.1k views

  20. Employer Funding Requirements

    By Nassau,
    • 0 replies
    • 926 views

  21. Client that is a bank

    By austin3515,
    • 3 replies
    • 1.1k views

  22. Loan failure withholding issue

    By Guest EBcounsel,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  23. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

    By katieinny,
    • 0 replies
    • 963 views

  24. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

    By Sully,
    • 15 replies
    • 10.2k views

  25. 410(b)(6)(C) transition period

    By Guest usafa89,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  26. RMD

    By JKW,
    • 2 replies
    • 1.1k views
    • JKW
    • JKW

  27. Top-Heavy Question

    By Guest Cinadr,
    • 19 replies
    • 4.3k views

  28. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H,
    • 7 replies
    • 1.4k views

  29. True-ups for only participants hitting 402(g)

    By Guest JB517,
    • 5 replies
    • 2.4k views

  30. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  31. 414s Compensation

    By Guest Michele Ciz,
    • 1 reply
    • 2.1k views

  32. Brokerage Account in 401k Plan

    By cpc0506,
    • 13 replies
    • 2.1k views

  33. 401k profit sharing plan term

    By Gary,
    • 2 replies
    • 1.2k views

  34. Automatic Enrollment

    By PMC,
    • 1 reply
    • 1.1k views

  35. Roth Distributions

    By Nassau,
    • 1 reply
    • 1.2k views

  36. Involuntary Roth cashouts

    By Nassau,
    • 0 replies
    • 984 views

  37. Elective Deferrals

    By Nassau,
    • 3 replies
    • 1.3k views

  38. Safe Harbor Plan - Adopting Employer

    By austin3515,
    • 1 reply
    • 1.6k views

  39. Administrative Fees

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

  40. Predessor service and entry date

    By 30Rock,
    • 4 replies
    • 1.3k views

  41. Web Based Communications

    By Nassau,
    • 1 reply
    • 1.1k views

  42. Prohibited Transaction

    By 30Rock,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  43. 401(k) deferrals on imputed income

    By Guest rlt4,
    • 7 replies
    • 16.5k views

  44. FEES

    By Nassau,
    • 1 reply
    • 1.3k views

  45. Roth 401k

    By Guest jim williams,
    • 1 reply
    • 865 views
    • Guest
    • Guest

  46. Safe harbor match document requirements

    By Guest phy401k,
    • 4 replies
    • 1.5k views

  47. Rebalance a Particpant Account 401K DBP

    By Guest SherylM,
    • 4 replies
    • 1.6k views

  48. changing Lump sum distribution to rollover distribution

    By cpc0506,
    • 3 replies
    • 1.4k views

  49. Who is key officer in fiscal year 401k plan

    By jkharvey,
    • 1 reply
    • 3.3k views
    • GMK
    • GMK

  50. Class Action Proceeds, Terminated Plan

    By Guest BWNWE,
    • 5 replies
    • 2.8k views
    • Guest
    • Guest
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