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401(k) Plans

19,276 topics in this forum

  1. IRS Audit with combined statement of PS and MPP

    By Jim Chad,
    • 0 replies
    • 1k views

  2. Deposit Verification of 401(k)Assets for Mortgage Loans

    By Guest gerryg,
    • 1 reply
    • 1.3k views

  3. Plan Changing - but details lacking

    By Guest papillon,
    • 2 replies
    • 1.1k views

  4. Spreadsheet (?) to determine controlled group

    By BG5150,
    • 22 replies
    • 6.6k views

  5. New Comp Plans - 5% Gateway

    By Guest AJM 34,
    • 13 replies
    • 3.2k views
    • Guest
    • Guest

  6. Safe Harbor Notice

    By Guest medinael,
    • 1 reply
    • 1.4k views

  7. Exclude Owner from 3% SH

    By jkharvey,
    • 3 replies
    • 1.3k views

  8. Plan Level Default Investment

    By Guest raleightpa,
    • 1 reply
    • 1.5k views

  9. signature date for safe harbor

    By Guest tas1,
    • 1 reply
    • 1.2k views

  10. Plan Loan

    By Madison71,
    • 5 replies
    • 2k views

  11. Automatic Enrollment Notices

    By Guest Grumpy456,
    • 2 replies
    • 1.8k views

  12. Plan Loan

    By Madison71,
    • 11 replies
    • 1.8k views

  13. Irrevocable Waiver

    By Guest Mike Schwing,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  14. QDIA Final Regs

    By Guest Thomas2006,
    • 1 reply
    • 1.3k views

  15. James LaRue 401(k) Law Suit

    By Andy the Actuary,
    • 15 replies
    • 3k views
    • Guest
    • Guest

  16. 401k invest in LLC

    By Guest ladycpa2,
    • 6 replies
    • 2k views
    • Guest
    • Guest

  17. ADP/ACP compensation

    By pmacduff,
    • 1 reply
    • 1.5k views

  18. 415 and Off Calendar Year Catch-Up Conts (Again)

    By buckaroo,
    • 2 replies
    • 1.4k views

  19. Elected match feature during the year

    By blue,
    • 1 reply
    • 959 views

  20. Top Heavy & Permissible Withdrawals

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

  21. MFS & Hartford Reports

    By Guest raleightpa,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  22. two jobs-- one with 401K, one with 457-- two maximums?

    By Guest indie doc,
    • 6 replies
    • 3.5k views

  23. What would prevent a PLLC from going back and funding retroactively

    By Lori H,
    • 16 replies
    • 1.8k views

  24. Termination of 401(k) Plan

    By rocknrolls2,
    • 0 replies
    • 1.3k views

  25. (Cheese and) QACAs plus EACAs

    By zimbo,
    • 0 replies
    • 1.4k views

  26. Partner Electing P/S Contributions

    By Guest LCJ12,
    • 1 reply
    • 1.1k views

  27. Pilgrim Baxter Funds- Return of Capital

    By Guest Rachelw,
    • 1 reply
    • 1.2k views

  28. John Hancock Reports

    By Guest raleightpa,
    • 9 replies
    • 3.3k views

  29. 70 1/2 Participant Follow Up Question

    By Jilliandiz,
    • 1 reply
    • 978 views

  30. post severance compensation

    By k man,
    • 1 reply
    • 1.4k views

  31. automatic enrollment notice

    By Tom Poje,
    • 4 replies
    • 2.8k views

  32. 70 1/2 Participant

    By Jilliandiz,
    • 3 replies
    • 1.1k views

  33. How much authority does a bankruptcy trustee have?

    By Kimberly S,
    • 5 replies
    • 2.3k views

  34. Safe Harbor Match for HCE's

    By Guest MrT,
    • 6 replies
    • 2.2k views

  35. Permissible Withdrawals under EACA and ADP/ACP

    By PMC,
    • 10 replies
    • 2.7k views

  36. excluding union employees from safe harbor match

    By Guest medinael,
    • 1 reply
    • 1.7k views

  37. 1099R code for age 59 1/2

    By Guest jvandyke,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  38. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

    By rocknrolls2,
    • 0 replies
    • 1.9k views

  39. In Service Distributions after 59 1/2

    By Guest Sbart62,
    • 1 reply
    • 1.3k views

  40. QACA Auto Increase

    By Guest ScarletKnight,
    • 3 replies
    • 1.9k views

  41. Different Levels of Match

    By jkharvey,
    • 11 replies
    • 2.6k views

  42. QDIA Fees within 90 day of first investment

    By blue,
    • 0 replies
    • 1.1k views

  43. safe harbor plan

    By k man,
    • 1 reply
    • 1.1k views

  44. Who's the sponsor?

    By Guest Kevin1,
    • 4 replies
    • 1.3k views

  45. Real Estate in a Profit Sharing Plan

    By Guest ellah,
    • 4 replies
    • 4.5k views
    • Guest
    • Guest

  46. ACA vs EACA

    By blue,
    • 3 replies
    • 8.4k views

  47. Collective Bargained Employees

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

  48. Terminating a 401k and starting a Simple IRA

    By Guest LSULLIVAN,
    • 3 replies
    • 2.8k views

  49. Rainmaker Plus

    By Guest Dolores,
    • 7 replies
    • 2.9k views

  50. Survey: What do you pay/charge for SPECIAL services on a 401(k) plan?

    By SRP,
    • 1 reply
    • 1.1k views
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