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401(k) Plans

19,297 topics in this forum

  1. ASPPA Test Question

    By Guest JeffC,
    • 20 replies
    • 9.2k views

  2. OMIT

    By BeanCounterBlues,
    • 0 replies
    • 935 views

  3. Money Purchase Contribution

    By Alex Daisy,
    • 10 replies
    • 1.9k views

  4. Designated Roth Contribuitons

    By Guest Lori J,
    • 3 replies
    • 1.3k views

  5. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA,
    • 12 replies
    • 1.6k views

  6. Compensation and the ABT

    By buckaroo,
    • 2 replies
    • 1.2k views

  7. 401k elective deferral limits

    By Gary,
    • 15 replies
    • 2.8k views

  8. DOL Calculator & VFCP Submission re Late Contributions

    By Guest ggbrock,
    • 8 replies
    • 5.7k views

  9. Voting Instructions for company stock held in 401k plan

    By Guest Tara Aguilar,
    • 9 replies
    • 6.1k views

  10. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau,
    • 1 reply
    • 1.2k views

  11. Takeover Plan Issue

    By chris,
    • 3 replies
    • 1.1k views

  12. Safe Harbor to QACA

    By PMC,
    • 6 replies
    • 6.5k views

  13. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald,
    • 2 replies
    • 1.5k views

  14. Safe Harbor "Maybe" Notice

    By Alex Daisy,
    • 12 replies
    • 10.5k views

  15. Annual additions

    By Guest bdm_7458,
    • 12 replies
    • 2.6k views

  16. Protection of plan assets

    By doombuggy,
    • 23 replies
    • 2.6k views

  17. Amend, then Restate

    By DP,
    • 2 replies
    • 976 views

  18. One to one correction method

    By Guest TM3069,
    • 1 reply
    • 1.6k views

  19. LLC adopts a 401k plan

    By Santo Gold,
    • 4 replies
    • 1.7k views

  20. RMD Relief?

    By austin3515,
    • 3 replies
    • 1.8k views

  21. Maybe SH Notice

    By austin3515,
    • 2 replies
    • 1.6k views

  22. Company that pays weekly wants to send census to me quarterly

    By Jim Chad,
    • 15 replies
    • 1.6k views

  23. HCE using top paid group

    By cdavis25,
    • 6 replies
    • 2.2k views

  24. QACA Auto Increase

    By Guest ScarletKnight,
    • 3 replies
    • 1.9k views

  25. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  26. Plan amendment for name change of plan sponsor?

    By t.haley,
    • 5 replies
    • 4.4k views

  27. Catch up contributions and negative compensation

    By Pixie,
    • 1 reply
    • 1.3k views

  28. Latest date to add a 401(k) Feature to a profit sharing plan

    By Guest DCquestioner,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  29. Excess deferral and match forfeiture

    By alexa,
    • 1 reply
    • 1.6k views

  30. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick,
    • 0 replies
    • 1.1k views

  31. EACA to QACA

    By PMC,
    • 2 replies
    • 1.4k views

  32. money purchase to 401(k)

    By Lori H,
    • 10 replies
    • 2.7k views
    • Guest
    • Guest

  33. Integrated Allocation w/ Safe Harbor

    By Guest tzuck,
    • 5 replies
    • 1.1k views
    • Guest
    • Guest

  34. Off Calendar Year Limits

    By MBCarey,
    • 3 replies
    • 7.7k views

  35. safe harbor timing question

    By K2retire,
    • 2 replies
    • 1.3k views

  36. Qualified CODA...

    By Guest EPS2,
    • 7 replies
    • 1.6k views
    • Guest
    • Guest

  37. Fixed Match to Discretionary Match

    By Guest notapensiongeek,
    • 1 reply
    • 1.4k views

  38. Terminated 401(k) Plan Record Retention

    By Guest staceycaylor,
    • 3 replies
    • 2.2k views
    • Guest
    • Guest

  39. QNEC – Grasping at Straws

    By buckaroo,
    • 10 replies
    • 2.7k views

  40. Coverage/ADP question

    By fiona1,
    • 0 replies
    • 895 views

  41. Interest Rate on Plan Loan

    By Guest meeh3704,
    • 1 reply
    • 1.1k views

  42. Truly Discretionary Matching Contribution

    By Guest PBJ,
    • 9 replies
    • 14.8k views

  43. ADP refunds after full balance already distributed

    By jkharvey,
    • 3 replies
    • 1.5k views

  44. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  45. Exclude employees based on Employment Classification

    By Alex Daisy,
    • 3 replies
    • 1.6k views

  46. Prohibited Transactions

    By Guest eparrs,
    • 1 reply
    • 1.5k views

  47. Need suggestion for speaker for Milwaukee-based retirement professionals' group

    By ERISAatty,
    • 2 replies
    • 1.1k views

  48. Attempted 401(k) Contribution

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

  49. Different Match Factor

    By justatester,
    • 0 replies
    • 1.1k views

  50. Maximum Annual Addition for Non-Calendar Plan Year End

    By Guest Albatross,
    • 4 replies
    • 2.3k views
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