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401(k) Plans

19,424 topics in this forum

  1. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients?

    By jkharvey,
    • 2 replies
    • 1.2k views

  2. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice?

    By jkharvey,
    • 1 reply
    • 1.3k views

  3. Timing of amendment to swith ADP/ACP testing method

    By Guest moltengater,
    • 4 replies
    • 2.3k views

  4. Plan Termination and later discover remain assets - what options?

    By Guest W. Blake,
    • 2 replies
    • 1.4k views

  5. Targeted QNECs

    By Guest philc,
    • 6 replies
    • 2.8k views

  6. Distributions - Plan Termination

    By Guest h_nowicki,
    • 3 replies
    • 1.5k views

  7. Distribution Fees

    By Guest Midas,
    • 6 replies
    • 2.6k views

  8. Compensation for plan purposes

    By pmacduff,
    • 3 replies
    • 1.4k views

  9. QMAC CONTRIBUTIONS

    By blue,
    • 0 replies
    • 2.5k views

  10. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB,
    • 7 replies
    • 3.5k views
    • Guest
    • Guest

  11. Tax withholding on 2nd distribution

    By Guest Giovanni,
    • 4 replies
    • 1.4k views

  12. Schedule C SEP and 100% owner of sponsor of 401k plan

    By Guest johnpetrancosta,
    • 9 replies
    • 2.3k views

  13. Safe Harbor and Otherwise Excludable Testing

    By Guest kish,
    • 1 reply
    • 2k views

  14. Schedule SSA

    By austin3515,
    • 2 replies
    • 1.5k views

  15. safe harbor 401k with almost no eligibility requirements

    By Santo Gold,
    • 3 replies
    • 1.6k views

  16. Is spousal consent needed?

    By Guest JBeck,
    • 1 reply
    • 1.8k views

  17. Does universal availability apply to Roth 401(k) options?

    By Guest darkdarcy,
    • 1 reply
    • 1.9k views

  18. Minimum Top Heavy allocation

    By Guest h_nowicki,
    • 5 replies
    • 2k views

  19. SIMPLE and 401(k)

    By Randy Watson,
    • 1 reply
    • 1.2k views

  20. Can ADP/ACP Testing Methods be Different?

    By Guest PB&J,
    • 1 reply
    • 1.2k views

  21. Requirements re opportunities to revoke a deferral election

    By Guest cstrong,
    • 2 replies
    • 1.4k views

  22. Plan Termination

    By Jilliandiz,
    • 1 reply
    • 1.7k views

  23. Extra Loan Payments

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

  24. Fees from investment company

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  25. Safe Harbor Notice mid-year non-Safe Harbor contribution change

    By Guest LStein,
    • 7 replies
    • 1.9k views

  26. Qualified Termination Administrtors (QTA)

    By Guest Midas,
    • 8 replies
    • 3.5k views

  27. Qualified plan expenses

    By Guest poberlander,
    • 1 reply
    • 1.4k views

  28. Can a company from US Territories adopt a plan from here?

    By Rai401k,
    • 0 replies
    • 1.4k views

  29. $205,000 Compensation Limit

    By Guest dmcmanus,
    • 2 replies
    • 1.5k views

  30. 404 vs 415

    By Guest erepper,
    • 8 replies
    • 1.7k views

  31. Profit Sharing Plan with NO deferral Option

    By Guest willow,
    • 12 replies
    • 2.1k views

  32. Owner of company wants to invest his plan assets in the company.

    By katieinny,
    • 9 replies
    • 2.2k views

  33. Life Insurance Policies in DB Plans

    By Guest JTS1675,
    • 2 replies
    • 1.4k views

  34. Help! What should I do? IRA Roth and 401k?

    By Guest student79,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  35. Supplemental Pay for Military Reservists under the new 415 Regulations

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

  36. Authority on spinoff company's responsibility for parent company's plan qualification violations

    By Guest Oscar2,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  37. In-service distribution to IRA

    By goldtpa,
    • 0 replies
    • 1.2k views

  38. Hardship distributions/Loans

    By Guest chris4013,
    • 2 replies
    • 1.4k views

  39. Simple Plans

    By Jilliandiz,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  40. Exclusive Benefit Rule

    By Guest TroyRiley,
    • 2 replies
    • 2k views

  41. 415 apply to double 401k deferrals?

    By Guest rickw,
    • 1 reply
    • 1.4k views

  42. Participant in two plans

    By Guest jetfaninmn,
    • 1 reply
    • 1.3k views

  43. Distribution Code for deferrals before eligible....

    By Guest jusducki,
    • 1 reply
    • 1.3k views

  44. operational checklists

    By PensionNewbee,
    • 3 replies
    • 1.7k views

  45. 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
    • 1.2k views
    • Guest
    • Guest

  46. Forced distributions

    By Guest jetfaninmn,
    • 2 replies
    • 1.6k views

  47. Recordkeeper collecting asset based fees.

    By SRP,
    • 2 replies
    • 1.6k views

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

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

  49. Automatic, passive, negative enrollments

    By Guest cody,
    • 1 reply
    • 1.3k views

  50. Life Insurance after attaining NRA

    By Guest MrT,
    • 1 reply
    • 1.3k views
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