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401(k) Plans

19,333 topics in this forum

  1. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers,
    • 8 replies
    • 2.1k views
    • Guest
    • Guest

  2. Maximum Suspension for Hardship Distribution

    By bvhea,
    • 13 replies
    • 3.5k views

  3. Hardships protected?

    By Guest jmlumpkin,
    • 2 replies
    • 1.8k views

  4. Switch to Prior Year ADP Testing

    By Guest Factor,
    • 2 replies
    • 2.3k views

  5. Discrimination Testing 1 2 3

    By wsp,
    • 120 replies
    • 25k views

  6. Mixing 401(k) Contributions and Catch-Up Contributions

    By Guest zora,
    • 3 replies
    • 3.1k views

  7. Increase the Need Rule / Hardship Distributions

    By Gruegen,
    • 1 reply
    • 1.2k views

  8. Stock Purchase / Terminate Seller Plan

    By Guest SWH,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  9. First year safe harbor 401(k) - less than 12 months

    By Santo Gold,
    • 4 replies
    • 2.1k views

  10. Roth 401(k) / Self-Directed Brokerage Accounts

    By Gruegen,
    • 2 replies
    • 2.2k views

  11. Employer Tax ID for 401(k)

    By Guest bouncingsoul,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  12. Catch-Up

    By Guest moltengater,
    • 10 replies
    • 2.4k views

  13. Loan Repayments/Payroll Cycle Change

    By whitboston,
    • 12 replies
    • 7.7k views

  14. Early Withdrawal After Tax Credit

    By Guest jjc418,
    • 1 reply
    • 1k views

  15. Higher Match level for Non Highly than Highly

    By Guest padmin,
    • 4 replies
    • 1.3k views

  16. Am I over analyzing?

    By wsp,
    • 7 replies
    • 2.4k views

  17. Professional Employer Organization

    By DLavigne,
    • 4 replies
    • 1.7k views

  18. amendment of plans for the final 401(k) and removal of Safe Harbor provision

    By Guest wespac,
    • 1 reply
    • 1.4k views

  19. Controlled Group

    By commishvp,
    • 1 reply
    • 1.3k views

  20. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.5k views

  21. mandatory withholding

    By Guest JohnSB,
    • 1 reply
    • 1.2k views

  22. In-Service Dist a protected benefit?

    By Guest HiKidsImASrPensionAdmin,
    • 4 replies
    • 3.1k views

  23. Compensation - Post Severance

    By PFranckowiak,
    • 3 replies
    • 1.5k views

  24. Temporary Employees

    By Guest benefitsanalyst,
    • 4 replies
    • 3.1k views

  25. Regarding the opinion letter issued by the DOL stating that anyone that provides 401(k) Plan participant advice is considered a Plan Fiduciary.

    By Guest DS_61427,
    • 2 replies
    • 1.2k views

  26. plan administrator suspicious

    By k man,
    • 4 replies
    • 1.6k views

  27. Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions

    By namealreadyinuse,
    • 5 replies
    • 1.2k views

  28. Company purchased during the year

    By Guest Ducksoup,
    • 4 replies
    • 1.1k views

  29. Aggregating 401(k) balance with non-401(k) balance to get lower management fees

    By Guest mbg,
    • 9 replies
    • 2.5k views

  30. Beneficiary Designation

    By Jilliandiz,
    • 8 replies
    • 2.1k views

  31. No Fidelity Bond for 2005

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.3k views

  32. Key Employee

    By Jilliandiz,
    • 1 reply
    • 1.1k views

  33. Flat Match

    By Guest jetfaninmn,
    • 3 replies
    • 2k views

  34. 401(a)(4) Testing

    By Guest LCOLLINS,
    • 8 replies
    • 2.8k views

  35. Easy Plan Term / 5310 Question

    By fiona1,
    • 9 replies
    • 2.4k views

  36. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren,
    • 7 replies
    • 2.9k views

  37. Prefunded Profit Sharing in excess of allocable

    By Guest Moira,
    • 2 replies
    • 1.7k views

  38. Discretionary Match

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

  39. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006,
    • 7 replies
    • 3.1k views

  40. SH Match....TH pass

    By K-t-F,
    • 9 replies
    • 2.2k views

  41. New 401k with existing SEP

    By Guest TrustMe401k,
    • 1 reply
    • 1k views

  42. Safe Harbor Mid Year Plan Merger

    By PMC,
    • 11 replies
    • 3.9k views

  43. Roth 401k Qualified Distributions

    By Guest BXO,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  44. excess deferrals

    By Felicia,
    • 3 replies
    • 1.7k views

  45. REAL ESTATE - RESPA

    By Guest AlyssaC,
    • 3 replies
    • 1.3k views

  46. Excess contributions in off-calendar plan

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

  47. Incorrect Deferral and Matching Allocations

    By mming,
    • 0 replies
    • 1.2k views

  48. Distribution to Resident Alien

    By Guest abajeb,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. Mid-year safe harbor 401(k) change

    By Guest Rae,
    • 1 reply
    • 1.4k views

  50. Life Insurance Distributions

    By austin3515,
    • 0 replies
    • 1.1k views
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