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401(k) Plans

19,534 topics in this forum

  1. Another Catch-up Qt (fiscal year)

    By Guest mab,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  2. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers,
    • 8 replies
    • 2.4k views
    • Guest
    • Guest

  3. Maximum Suspension for Hardship Distribution

    By bvhea,
    • 13 replies
    • 4.1k views

  4. Hardships protected?

    By Guest jmlumpkin,
    • 2 replies
    • 2k views

  5. Switch to Prior Year ADP Testing

    By Guest Factor,
    • 2 replies
    • 2.7k views

  6. Discrimination Testing 1 2 3

    By wsp,
    • 120 replies
    • 30.6k views

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

    By Guest zora,
    • 3 replies
    • 3.4k views

  8. Increase the Need Rule / Hardship Distributions

    By Gruegen,
    • 1 reply
    • 1.4k views

  9. Stock Purchase / Terminate Seller Plan

    By Guest SWH,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

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

    By Santo Gold,
    • 4 replies
    • 2.4k views

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

    By Gruegen,
    • 2 replies
    • 2.5k views

  12. Employer Tax ID for 401(k)

    By Guest bouncingsoul,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  13. Catch-Up

    By Guest moltengater,
    • 10 replies
    • 2.9k views

  14. Loan Repayments/Payroll Cycle Change

    By whitboston,
    • 12 replies
    • 9.9k views

  15. Early Withdrawal After Tax Credit

    By Guest jjc418,
    • 1 reply
    • 1.2k views

  16. Higher Match level for Non Highly than Highly

    By Guest padmin,
    • 4 replies
    • 1.6k views

  17. Am I over analyzing?

    By wsp,
    • 7 replies
    • 2.7k views

  18. Professional Employer Organization

    By DLavigne,
    • 4 replies
    • 1.9k views

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

    By Guest wespac,
    • 1 reply
    • 1.5k views

  20. Controlled Group

    By commishvp,
    • 1 reply
    • 1.5k views

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

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.7k views

  22. mandatory withholding

    By Guest JohnSB,
    • 1 reply
    • 1.4k views

  23. In-Service Dist a protected benefit?

    By Guest HiKidsImASrPensionAdmin,
    • 4 replies
    • 3.4k views

  24. Compensation - Post Severance

    By PFranckowiak,
    • 3 replies
    • 1.7k views

  25. Temporary Employees

    By Guest benefitsanalyst,
    • 4 replies
    • 3.5k views

  26. 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
    • 1.4k views

  27. plan administrator suspicious

    By k man,
    • 4 replies
    • 1.9k views

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

    By namealreadyinuse,
    • 5 replies
    • 1.6k views

  29. Company purchased during the year

    By Guest Ducksoup,
    • 4 replies
    • 1.5k views

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

    By Guest mbg,
    • 9 replies
    • 2.9k views

  31. Beneficiary Designation

    By Jilliandiz,
    • 8 replies
    • 2.4k views

  32. No Fidelity Bond for 2005

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

  33. Key Employee

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  34. Flat Match

    By Guest jetfaninmn,
    • 3 replies
    • 2.2k views

  35. 401(a)(4) Testing

    By Guest LCOLLINS,
    • 8 replies
    • 3.2k views

  36. Easy Plan Term / 5310 Question

    By fiona1,
    • 9 replies
    • 2.8k views

  37. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren,
    • 7 replies
    • 3.4k views

  38. Prefunded Profit Sharing in excess of allocable

    By Guest Moira,
    • 2 replies
    • 2k views

  39. Discretionary Match

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

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

    By Guest Tammy2006,
    • 7 replies
    • 3.4k views

  41. SH Match....TH pass

    By Basically,
    • 9 replies
    • 2.8k views

  42. New 401k with existing SEP

    By Guest TrustMe401k,
    • 1 reply
    • 1.2k views

  43. Safe Harbor Mid Year Plan Merger

    By PMC,
    • 11 replies
    • 4.4k views

  44. Roth 401k Qualified Distributions

    By Guest BXO,
    • 7 replies
    • 2.3k views
    • Guest
    • Guest

  45. excess deferrals

    By Felicia,
    • 3 replies
    • 2k views

  46. REAL ESTATE - RESPA

    By Guest AlyssaC,
    • 3 replies
    • 1.5k views

  47. Excess contributions in off-calendar plan

    By Guest DTromb,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  48. Incorrect Deferral and Matching Allocations

    By mming,
    • 0 replies
    • 1.4k views

  49. Distribution to Resident Alien

    By Guest abajeb,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

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

    By Guest Rae,
    • 1 reply
    • 1.5k views
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