Jump to content

401(k) Plans

19,321 topics in this forum

  1. May non-union members in "right to work" states be tested

    By Guest Jose Rosario,
    • 2 replies
    • 1.3k views

  2. May proposed GUST restatements be submitted for determination letters?

    By Guest Bud,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  3. May we recharacterize deferrals mistakenly processed as Roth back to a participant’s proper non-Roth?

    By Peter Gulia,
    • 5 replies
    • 430 views

  4. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr,
    • 7 replies
    • 1.6k views

  5. Maybe Notice of SH Match

    By DP,
    • 8 replies
    • 1.6k views

  6. Maybe SH Notice

    By austin3515,
    • 2 replies
    • 1.6k views

  7. MBO Partners 401(k) Plan

    By 401 Chaos,
    • 2 replies
    • 1.9k views

  8. MDR -when do the taxes need to be sent in by?

    By Guest Ashlea,
    • 21 replies
    • 3.1k views

  9. Meaning of "Discretionary"

    By MSN,
    • 6 replies
    • 1.7k views
    • MSN
    • MSN

  10. measuring year for "Break in Service"?

    By Jim Chad,
    • 3 replies
    • 497 views

  11. Mechanics of funding deferrals of partners in a partnership (law firm)

    By Guest Melissa Winslow,
    • 4 replies
    • 2.5k views

  12. Mechanics of updating plan documents with custodians

    By matthny,
    • 4 replies
    • 957 views

  13. Mechanics of USERRA make up contributions.

    By Guest Jose Rosario,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  14. Medical Hardship

    By Ray H,
    • 1 reply
    • 481 views

  15. Medical Loss Ratio (MLR) rebates

    By fiona1,
    • 2 replies
    • 2.7k views

  16. medical opt out and contribution to PS plan

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

  17. Medicare insurance premiums allowable for hardship?

    By BG5150,
    • 2 replies
    • 972 views

  18. Meeting a safe harbor using several plans

    By Peter Gulia,   
    • 4 replies
    • 717 views

  19. Mega Back Door Roth

    By thepensionmaven,
    • 4 replies
    • 2.2k views

  20. Mega Backdoor Roth Contribution Questions

    By metsfan026,
    • 2 replies
    • 1.3k views

  21. Mega backdoor Roth that actually works... now what?

    By AlbanyConsultant,
    • 1 reply
    • 568 views

  22. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.6k views

  23. Members of Excluded Class - Top Heavy Test

    By Vlad401k,
    • 3 replies
    • 723 views

  24. members of pllc deferred into new plan. will report no earned income.

    By Lori H,
    • 4 replies
    • 1.5k views

  25. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F,
    • 2 replies
    • 1.4k views

  26. MEP

    By TH 401k,
    • 1 reply
    • 333 views

  27. MEP - do you ever aggregate members for TH min?

    By AlbanyConsultant,
    • 4 replies
    • 547 views

  28. MEP - How to bill fair fees

    By The 402"(G)",   
    • 5 replies
    • 1.2k views

  29. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

    By fynn6%7,   
    • 0 replies
    • 414 views

  30. MEP and family attribution

    By Jennifer D.,
    • 2 replies
    • 625 views

  31. MEP as successor plan... but requiring rollovers into the MEP

    By AlbanyConsultant,
    • 1 reply
    • 658 views

  32. MEP or MESS?

    By ldr,   
    • 21 replies
    • 2.1k views

  33. MEP Plan

    By Guest Pension250,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  34. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 391 views

  35. MEP Questions in connection with 2024 law change about spousal aggregation

    By Brenda Wren,
    • 2 replies
    • 472 views

  36. MEP to SEP

    By justatester,
    • 2 replies
    • 611 views

  37. MEP, adopting employer and 408b2 requirement

    By WCC,
    • 4 replies
    • 1.2k views

  38. MEPs, PEPs, and exchanges

    By ESI2015,
    • 1 reply
    • 692 views
    • WCC
    • WCC

  39. MEPS/PEPS

    By austin3515,
    • 21 replies
    • 2.1k views

  40. Merge 401(k) Plan into Simple IRA Plan

    By Logan401,
    • 4 replies
    • 1.1k views

  41. Merge or terminate SHNEC Plan In Corporate Transaction

    By PMC,
    • 0 replies
    • 910 views

  42. Merge Plans Mid Year with QACA and Enhanced SH Formulas

    By Pensions2020,
    • 0 replies
    • 322 views

  43. Merge Plans of parent and new subsidiary?

    By Guest SJPrince,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  44. Merge SEP into 401(k)?

    By Medusa,
    • 2 replies
    • 2.3k views

  45. Merge two companies into one

    By Guest HD WILLIAMS,
    • 1 reply
    • 1.9k views

  46. Merged MP to PS and In-service withdrawals

    By Cobras59,
    • 3 replies
    • 578 views

  47. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom,
    • 2 replies
    • 757 views

  48. Merged PSP/MPP and Spousal Consent

    By Guest CRC02,
    • 11 replies
    • 3.1k views

  49. Merger - Testing & 5500

    By John K,
    • 1 reply
    • 714 views

  50. Merger documentation

    By Guest CGBS,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest
×
×
  • Create New...

Important Information

Terms of Use

  I accept