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401(k) Plans

19,275 topics in this forum

  1. plan transfers

    By LIBERTYKID,
    • 0 replies
    • 1.2k views

  2. Plan uses prior year testing, change to top 20% election

    By Belgarath,
    • 1 reply
    • 888 views

  3. Plan vs Settlor Expenses

    By Guest meggie,
    • 2 replies
    • 2.3k views

  4. Plan w/Basic Safe Harbor Match - Can Auto Enroll Be Added Mid-year?

    By Mr401k,
    • 4 replies
    • 2.3k views

  5. Plan w/o HCEs - testing issues?

    By Guest Benefitsrock,
    • 12 replies
    • 2.7k views

  6. Plan Wide Fund Change Fees?

    By Pam Shoup,
    • 1 reply
    • 426 views

  7. Plan with bad loans

    By J Simmons,
    • 3 replies
    • 1.2k views

  8. Plan with Employer Stock

    By stevena,
    • 12 replies
    • 2.3k views

  9. Plan with HCEs only

    By MBCarey,
    • 12 replies
    • 4.4k views

  10. Plan with last day requirement allocates match throughout year, permi

    By Guest LMalone,
    • 15 replies
    • 6.2k views
    • EGB
    • EGB

  11. Plan with no last day of plan year elected

    By Craig Schiller,
    • 30 replies
    • 4.2k views

  12. plan with no value - how to complete 5500-EZ?

    By AlbanyConsultant,
    • 7 replies
    • 949 views

  13. Plan wording for negative elections

    By Guest amock,
    • 6 replies
    • 1.5k views

  14. Plan year amended to calendar year, after the calendar year started

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

  15. Plan year based on teachers contract year; are teachers terminated on last day of plan year considered terminated from plan last day of plan year?

    By Guest jusducki,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  16. Plan Year Change to have Safe Harbor Plan

    By Guest dstran,
    • 2 replies
    • 1.4k views

  17. Plan Year Different from Company Fiscal Year

    By LCARUSI,
    • 2 replies
    • 2.3k views
    • Guest
    • Guest

  18. Plan Year Different from Corporate Year

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

  19. Plan Year End

    By Stash026,
    • 5 replies
    • 869 views

  20. Plan Year end change

    By Guest Brenda Schachle,
    • 0 replies
    • 982 views
    • Guest
    • Guest

  21. Plan year end different than Company's year end - Determine deduction

    By Guest Becky Egan,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  22. Plan Year Ends within Tax Year

    By Dougsbpc,
    • 0 replies
    • 725 views

  23. PLan year higher defrral limits apply to.

    By Guest Thornton,
    • 4 replies
    • 1.8k views

  24. Plan year-end change - notification to participants

    By Guest Achilles,
    • 11 replies
    • 2.7k views

  25. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3k views

  26. Plan's a mess...Late Deposits, 5500, 5330, DOL Audit

    By LMK TPA,
    • 3 replies
    • 986 views

  27. Plan's NRA is 55 and Participant is leaving on medical disability at age 56

    By Pammie57,
    • 6 replies
    • 599 views

  28. Plans eligible to receive safe harbor contributions.

    By AJ North,
    • 2 replies
    • 623 views

  29. Plans Merged; Prior Plan Administered a Higher ER Match % than Plan Doc called for. Are corrective measures needed?

    By ERISA Rookie,
    • 4 replies
    • 680 views

  30. Plans merging...

    By Guest SJPrince,
    • 1 reply
    • 1.5k views

  31. Plans of Cntrolled Groups of Corporations

    By Hoard1,
    • 1 reply
    • 1.5k views

  32. plans split for audit

    By cpc0506,
    • 2 replies
    • 1.1k views

  33. Plans that require 1 year of service PLUS 1,000 hours

    By Guest meeh3704,
    • 20 replies
    • 6.4k views
    • Guest
    • Guest

  34. Plans with Before-tax and Roth 401(k) - Designation of excess

    By Guest philc,
    • 1 reply
    • 1.3k views

  35. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 362 views

  36. Platform Providers

    By SMB,
    • 5 replies
    • 2k views

  37. Playing fast and loose with Catch-up?

    By Towanda,
    • 8 replies
    • 2.3k views

  38. Please help: K-1 Info:

    By Guest tintree73,
    • 9 replies
    • 1.9k views

  39. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.1k views

  40. PLLC and Bonus after Plan Year End

    By msmith,
    • 4 replies
    • 879 views

  41. PLR: In applying same desk rule, it is not relevant whether a transfer

    By Dave Baker,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  42. POA and distribution options

    By wsp,
    • 3 replies
    • 2.3k views
    • Guest
    • Guest

  43. POA For Signing 5500

    By austin3515,
    • 8 replies
    • 3.1k views

  44. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.6k views

  45. Pooled Account w Ppt discretion

    By Guest GinaD,   
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

  46. pooled accounts - separate for actives and terminees?

    By TPApril,
    • 15 replies
    • 1.3k views

  47. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 1.9k views

  48. Pooled and Individual Account Mix - PPA Requirement

    By Pixie,
    • 2 replies
    • 1.9k views

  49. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 683 views

  50. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.1k views
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