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401(k) Plans

19,335 topics in this forum

  1. Distribution in Error while still employed

    By PainPA,
    • 3 replies
    • 1.2k views

  2. TSP plan message board up

    By Guest tspwatch,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  3. Contribution allocation

    By FAPInJax,
    • 1 reply
    • 1.2k views

  4. Last Day of Plan Year - Matching Contribution

    By abernat,
    • 6 replies
    • 1.2k views

  5. Key and HCE status

    By Earl,
    • 3 replies
    • 1.2k views

  6. Top Heavy Question

    By Guest Alwaysthinking,
    • 4 replies
    • 1.2k views

  7. Missing participant records

    By 30Rock,
    • 3 replies
    • 1.2k views

  8. Only allow Roth catch ups for everyone (not SECURE related, but kind of)

    By WCC,
    • 6 replies
    • 1.2k views

  9. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR,
    • 0 replies
    • 1.2k views
    • FJR
    • FJR

  10. FACTA - Indentity Theft Red Flags Rule

    By k man,
    • 1 reply
    • 1.2k views

  11. No Rollover Contribution Fees for 6 Months -- Any Issues?

    By Interested Party,
    • 5 replies
    • 1.2k views

  12. Safe Harbor Match with additional Match

    By Alex Daisy,
    • 3 replies
    • 1.2k views

  13. Law Firm partner who also owns 50% of another corporation

    By Guest mecboo,
    • 1 reply
    • 1.2k views

  14. Prhibited Transaction

    By Guest TrustMe401k,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  15. After Tax Contribution HYPE!

    By Rai401k,
    • 4 replies
    • 1.2k views

  16. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell,
    • 4 replies
    • 1.2k views

  17. No Beneficiary Statement

    By Guest Michael Anderson,
    • 1 reply
    • 1.2k views

  18. In-Service distribution quandary

    By Kimberly S,
    • 1 reply
    • 1.2k views

  19. Proof of Safe Harbor Notice

    By nancy,
    • 6 replies
    • 1.2k views

  20. Form 8955-SSA

    By Guest Achilles,
    • 1 reply
    • 1.2k views

  21. Can total allocations actually exceed comp. for over 50's?

    By R. Butler,
    • 4 replies
    • 1.2k views

  22. Hurricane Katrina Relief

    By k man,
    • 2 replies
    • 1.2k views

  23. Client not complying with plan document

    By Guest moosegirl,
    • 2 replies
    • 1.2k views

  24. 3% SH and eligibility to defer

    By K-t-F,
    • 1 reply
    • 1.2k views

  25. LAte Deposit of Ee deferrals

    By austin3515,
    • 0 replies
    • 1.2k views

  26. Real Estate in a Profit Sharing Plan

    By jenny,
    • 3 replies
    • 1.2k views

  27. Off calendar plan year (6/30 year end) - catch-up reclass

    By MGOAdmin,   
    • 4 replies
    • 1.2k views

  28. Testing Bro-Sis Co.s in separate plans

    By Guest Iwonder,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  29. Deferrals and W-2 Comp

    By rlb64,
    • 1 reply
    • 1.2k views

  30. loan payments after termination - loan policy does not allow it

    By WCC,
    • 0 replies
    • 1.2k views
    • WCC
    • WCC

  31. New 415 rules

    By FAPInJax,
    • 1 reply
    • 1.2k views

  32. Excluding employees by location

    By eilano,
    • 1 reply
    • 1.2k views

  33. hardhip distribution from employer match?

    By Guest kerisa,
    • 1 reply
    • 1.2k views

  34. Mergers and Terminations-when is ADP Deadline?

    By justatester,
    • 5 replies
    • 1.2k views

  35. Notice of elimination of distribution option

    By Guest hyper,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  36. What limits to pro-rate for short initial years?

    By BG5150,
    • 3 replies
    • 1.2k views

  37. 2 loan default questions

    By FundeK,
    • 0 replies
    • 1.2k views

  38. Line 4d of 5300 - plan's original effective date

    By fiona1,
    • 2 replies
    • 1.2k views

  39. Voluntary employee contributions (after-tax), associated match and distribution timing

    By WCC,
    • 2 replies
    • 1.2k views

  40. Match not funded on Pay-period basis

    By Vlad401k,
    • 4 replies
    • 1.2k views

  41. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.2k views

  42. PEO's

    By MR,
    • 2 replies
    • 1.2k views

  43. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.2k views

  44. Doctors want to contribute different percentages to the plan

    By katieinny,
    • 4 replies
    • 1.2k views

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

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

  46. Over Match Due to Reaching Comp Limit

    By KTB,
    • 2 replies
    • 1.2k views
    • KTB
    • KTB

  47. Is there a reason to prefer a Roth IRA over a Roth 401(k)?

    By Peter Gulia,
    • 8 replies
    • 1.2k views

  48. 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

  49. "First year plan" rule for testing

    By pbarrett,
    • 0 replies
    • 1.2k views

  50. PEO Executive responds

    By Guest Lugeguy,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest
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