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401(k) Plans

19,502 topics in this forum

  1. late safe harbor notice

    By Tom Poje,
    • 15 replies
    • 6k views

  2. Auto Enroll Annual Notice

    By DTH,
    • 0 replies
    • 1.2k views
    • DTH
    • DTH

  3. 401k Rollover to IRA(s)

    By Guest PeteC,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  4. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues,
    • 4 replies
    • 1.6k views

  5. Deducting Fees from 401ks related to financial plans

    By Guest EricWings,
    • 1 reply
    • 1.1k views

  6. ASPPA Test Question

    By Guest JeffC,
    • 20 replies
    • 9.9k views

  7. OMIT

    By BeanCounterBlues,
    • 0 replies
    • 1k views

  8. Money Purchase Contribution

    By Alex Daisy,
    • 10 replies
    • 2.3k views

  9. Designated Roth Contribuitons

    By Guest Lori J,
    • 3 replies
    • 1.5k views

  10. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA,
    • 12 replies
    • 1.9k views

  11. Compensation and the ABT

    By buckaroo,
    • 2 replies
    • 1.3k views

  12. 401k elective deferral limits

    By Gary,
    • 15 replies
    • 3.3k views

  13. DOL Calculator & VFCP Submission re Late Contributions

    By Guest ggbrock,
    • 8 replies
    • 6.2k views

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

    By Guest Tara Aguilar,
    • 9 replies
    • 6.7k views

  15. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau,
    • 1 reply
    • 1.4k views

  16. Takeover Plan Issue

    By chris,
    • 3 replies
    • 1.4k views

  17. Safe Harbor to QACA

    By PMC,
    • 6 replies
    • 6.8k views

  18. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald,
    • 2 replies
    • 1.8k views

  19. Safe Harbor "Maybe" Notice

    By Alex Daisy,
    • 12 replies
    • 10.9k views

  20. Annual additions

    By Guest bdm_7458,
    • 12 replies
    • 3k views

  21. Protection of plan assets

    By doombuggy,
    • 23 replies
    • 3k views

  22. Amend, then Restate

    By DP,
    • 2 replies
    • 1.1k views

  23. One to one correction method

    By Guest TM3069,
    • 1 reply
    • 1.7k views

  24. LLC adopts a 401k plan

    By Santo Gold,
    • 4 replies
    • 1.8k views

  25. RMD Relief?

    By austin3515,
    • 3 replies
    • 2.1k views

  26. Maybe SH Notice

    By austin3515,
    • 2 replies
    • 1.7k views

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

    By Jim Chad,
    • 15 replies
    • 2.1k views

  28. HCE using top paid group

    By cdavis25,
    • 6 replies
    • 2.5k views

  29. QACA Auto Increase

    By Guest ScarletKnight,
    • 3 replies
    • 2.1k views

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

    By Jilliandiz,
    • 1 reply
    • 1.5k views

  31. Plan amendment for name change of plan sponsor?

    By t.haley,
    • 5 replies
    • 4.8k views

  32. Catch up contributions and negative compensation

    By Pixie,
    • 1 reply
    • 1.4k views

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

    By Guest DCquestioner,
    • 5 replies
    • 2.3k views
    • Guest
    • Guest

  34. Excess deferral and match forfeiture

    By alexa,
    • 1 reply
    • 1.8k views

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

    By maverick,
    • 0 replies
    • 1.3k views

  36. EACA to QACA

    By PMC,
    • 2 replies
    • 1.5k views

  37. money purchase to 401(k)

    By Lori H,
    • 10 replies
    • 3.2k views
    • Guest
    • Guest

  38. Integrated Allocation w/ Safe Harbor

    By Guest tzuck,
    • 5 replies
    • 1.2k views
    • Guest
    • Guest

  39. Off Calendar Year Limits

    By MBCarey,
    • 3 replies
    • 8.1k views

  40. safe harbor timing question

    By K2retire,
    • 2 replies
    • 1.5k views

  41. Qualified CODA...

    By Guest EPS2,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  42. Fixed Match to Discretionary Match

    By Guest notapensiongeek,
    • 1 reply
    • 1.7k views

  43. Terminated 401(k) Plan Record Retention

    By Guest staceycaylor,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  44. QNEC – Grasping at Straws

    By buckaroo,
    • 10 replies
    • 3.1k views

  45. Coverage/ADP question

    By fiona1,
    • 0 replies
    • 986 views

  46. Interest Rate on Plan Loan

    By Guest meeh3704,
    • 1 reply
    • 1.2k views

  47. Truly Discretionary Matching Contribution

    By Guest PBJ,
    • 9 replies
    • 16.3k views

  48. ADP refunds after full balance already distributed

    By jkharvey,
    • 3 replies
    • 1.9k views

  49. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  50. Exclude employees based on Employment Classification

    By Alex Daisy,
    • 3 replies
    • 1.8k views
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