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401(k) Plans

19,321 topics in this forum

  1. Plan Year end change

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

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

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

  3. Plan Year Ends within Tax Year

    By Dougsbpc,
    • 0 replies
    • 736 views

  4. PLan year higher defrral limits apply to.

    By Guest Thornton,
    • 4 replies
    • 1.8k views

  5. Plan year-end change - notification to participants

    By Guest Achilles,
    • 11 replies
    • 2.7k views

  6. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3k views

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

    By LMK TPA,
    • 3 replies
    • 1k views

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

    By Pammie57,
    • 6 replies
    • 643 views

  9. Plans eligible to receive safe harbor contributions.

    By AJ North,
    • 2 replies
    • 642 views

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

    By ERISA Rookie,
    • 4 replies
    • 711 views

  11. Plans merging...

    By Guest SJPrince,
    • 1 reply
    • 1.5k views

  12. Plans of Cntrolled Groups of Corporations

    By Hoard1,
    • 1 reply
    • 1.5k views

  13. plans split for audit

    By cpc0506,
    • 2 replies
    • 1.2k views

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

    By Guest meeh3704,
    • 20 replies
    • 6.5k views
    • Guest
    • Guest

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

    By Guest philc,
    • 1 reply
    • 1.3k views

  16. platform plus individual brokerage accounts

    By Pixie,
    • 4 replies
    • 509 views

  17. Platform Providers

    By SMB,
    • 5 replies
    • 2k views

  18. Playing fast and loose with Catch-up?

    By Towanda,
    • 8 replies
    • 2.4k views

  19. Please help: K-1 Info:

    By Guest tintree73,
    • 9 replies
    • 1.9k views

  20. Pledging company assets as collateral

    By InquisitivePerson,
    • 3 replies
    • 1.3k views

  21. PLLC and Bonus after Plan Year End

    By msmith,
    • 4 replies
    • 887 views

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

    By Dave Baker,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  23. POA and distribution options

    By wsp,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  24. POA For Signing 5500

    By austin3515,
    • 8 replies
    • 3.1k views

  25. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.6k views

  26. Pooled Account w Ppt discretion

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

  27. pooled accounts - separate for actives and terminees?

    By TPApril,
    • 15 replies
    • 1.3k views

  28. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 1.9k views

  29. Pooled and Individual Account Mix - PPA Requirement

    By Pixie,
    • 2 replies
    • 1.9k views

  30. Pooled Employer Plan

    By TH 401k,
    • 4 replies
    • 723 views

  31. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.2k views

  32. Pooled investment account (with ROTH)

    By K-t-F,
    • 4 replies
    • 2.1k views

  33. Pooled Plan - Employer Contribution Funding

    By 401(k)athryn,
    • 6 replies
    • 1k views

  34. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.2k views

  35. Pooled Plans - Value of Investmetns on Statements

    By austin3515,
    • 4 replies
    • 1.1k views

  36. Poor Communication by Previous Employer Causes Great Losses to Persona

    By Guest Dan E.,
    • 5 replies
    • 2.4k views
    • Guest
    • Guest

  37. Possible Automatic Extension for 5500's?

    By austin3515,
    • 6 replies
    • 1.6k views

  38. possible change to safe harbor plans

    By Tom Poje,
    • 3 replies
    • 714 views

  39. Possible CODA

    By justatester,
    • 4 replies
    • 1.3k views

  40. Possible forged spouse signature

    By Guest Kriso,
    • 12 replies
    • 5.2k views

  41. Possible Fraudulent Participant Cash Out Request

    By DR_EA,
    • 6 replies
    • 951 views

  42. Possible Late Deferrals in Large Plan

    By Lucky32,
    • 8 replies
    • 1.8k views

  43. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 758 views

  44. Possible Spinoff or Successor Plan?

    By hsctpa,
    • 1 reply
    • 1.8k views

  45. Possible to be HCE and NHCE in same year?

    By gregburst,
    • 2 replies
    • 1.2k views

  46. Possible to request/receive specific plan provision approval to be included in IRS' favorable letter?

    By Guest Twitch,
    • 8 replies
    • 1.9k views

  47. post death distributions

    By k man,
    • 2 replies
    • 1.7k views

  48. Post Hardship Deferrals not Suspended

    By Pixie,   
    • 2 replies
    • 1.3k views
    • WCC
    • WCC

  49. Post mortem Qdro

    By Guest babyspider555,
    • 4 replies
    • 2k views

  50. Post Severance Comp

    By austin3515,
    • 1 reply
    • 818 views
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