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401(k) Plans

19,334 topics in this forum

  1. 415 apply to double 401k deferrals?

    By Guest rickw,
    • 1 reply
    • 1.4k views

  2. Participant in two plans

    By Guest jetfaninmn,
    • 1 reply
    • 1.3k views

  3. Distribution Code for deferrals before eligible....

    By Guest jusducki,
    • 1 reply
    • 1.3k views

  4. operational checklists

    By PensionNewbee,
    • 3 replies
    • 1.6k views

  5. Following spouse's disclaimer are deceased participant's parents who received distribution under terms of plan treated as designated beneficiaries under i.401(a)(9)-4

    By Guest Edward McElroy,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  6. Forced distributions

    By Guest jetfaninmn,
    • 2 replies
    • 1.6k views

  7. Recordkeeper collecting asset based fees.

    By SRP,
    • 2 replies
    • 1.5k views

  8. Post year-end contributions...when good employer contributions go bad

    By Lori Friedman,
    • 2 replies
    • 1.8k views
    • Guest
    • Guest

  9. Automatic, passive, negative enrollments

    By Guest cody,
    • 1 reply
    • 1.3k views

  10. Life Insurance after attaining NRA

    By Guest MrT,
    • 1 reply
    • 1.2k views

  11. Plan design - allowing a changing to a distribution option by a beneficiary

    By Guest who me?,
    • 1 reply
    • 1.2k views

  12. Employer Match Contribution Deadline

    By Guest szaidman,
    • 4 replies
    • 3.7k views

  13. Control Group Issues

    By Guest jetfaninmn,
    • 2 replies
    • 1.9k views

  14. Ownership Participation situation

    By buckaroo,
    • 0 replies
    • 1.2k views

  15. Top Heavy

    By Guest babs51,
    • 2 replies
    • 1.3k views

  16. PEO Multiple Employer Plan

    By Guest Midas,
    • 9 replies
    • 5.5k views
    • Guest
    • Guest

  17. Entry Dte

    By DTH,
    • 8 replies
    • 2.9k views

  18. Salary reduction agreement

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

  19. Participant communication: nervous Nellies or not?

    By Guest erisafried,
    • 8 replies
    • 2k views

  20. Catch-up

    By rlb64,
    • 7 replies
    • 2.1k views

  21. Controlled group change

    By Guest jim williams,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  22. Calculating non-elective 3% safe harbor contribution for first short plan year

    By mariemonroe,
    • 3 replies
    • 3k views
    • Guest
    • Guest

  23. Retirement Plan Newsletters

    By Guest willow,
    • 4 replies
    • 1.4k views

  24. Forfeiture of Matching Contribution associated with Refunded Deferrals

    By Guest Grumpy455,
    • 3 replies
    • 1.3k views

  25. Delinquent Matching Contributions

    By Guest dick@fbanet.com,
    • 5 replies
    • 2k views

  26. Whose money Is it anyway? Loan on 401k

    By Guest Summer232,
    • 15 replies
    • 2.6k views

  27. carving out class based on tenure

    By k man,
    • 9 replies
    • 1.4k views

  28. Correcting Coverage Failure

    By Guest Midas,
    • 12 replies
    • 6.6k views

  29. Hole in American Funds Menu = fiduciary breach = ?

    By Guest Happy Actuary,
    • 1 reply
    • 1.3k views

  30. Controlled Group Question

    By Guest chris4013,
    • 3 replies
    • 1.1k views

  31. Withdrawal of Safe Harbor Notice

    By Dougsbpc,
    • 2 replies
    • 1.2k views

  32. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard,
    • 3 replies
    • 1.9k views

  33. Timing of amendment increasing deferrals

    By Guest hyper,
    • 3 replies
    • 1.3k views

  34. Anyone have experience w/ late deferrals for HCE only?

    By jkharvey,
    • 8 replies
    • 2.2k views

  35. Deferrals Not Suspended After Hardship

    By goldtpa,
    • 1 reply
    • 1.4k views

  36. Plan Document?

    By Jilliandiz,
    • 3 replies
    • 1.6k views

  37. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17,
    • 5 replies
    • 1.5k views

  38. Max Deductible Contribution? Need answer for C-4 test on Thursday!

    By Guest chris4013,
    • 3 replies
    • 1.4k views

  39. Help. Confused minds want to know: Is this a controlled group?

    By Guest jcarlos,
    • 11 replies
    • 1.7k views

  40. Hardship withdrawals for post-secondary education

    By Guest Elinor,
    • 2 replies
    • 6k views

  41. Employers Responsibility regarding 401K contributions

    By Guest 3mj,
    • 3 replies
    • 1.9k views

  42. Common ownership

    By Guest Pat Metallic,
    • 1 reply
    • 1.5k views

  43. Stopping Elective Deferrals

    By Guest philc,
    • 3 replies
    • 1.6k views

  44. Plan Termination - Automatic Rollover

    By Guest Midas,
    • 5 replies
    • 5k views

  45. resident alien eligible to sponsor US retirement plan?

    By k man,
    • 3 replies
    • 1.4k views

  46. ADP Failure Letter

    By No Name,
    • 2 replies
    • 9.7k views

  47. Rollover (Related or Unrelated)

    By Guest jkrad,
    • 1 reply
    • 2.4k views

  48. Keep expensive 401K -- or -- invest on our own?

    By Guest heikejohn,
    • 1 reply
    • 1.3k views

  49. Prefunding

    By Guest mk2308,
    • 4 replies
    • 1.5k views

  50. SIMPLE IRA & 401(k)

    By Guest mk2308,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest
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