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401(k) Plans

19,321 topics in this forum

  1. Form 5500 -- Who Should Sign Amended Returns?

    By Guest notapensiongeek,
    • 1 reply
    • 1.2k views

  2. ADP test eligible employee was excluded

    By blue,
    • 1 reply
    • 1.4k views

  3. AutoEnroll and Matching Contributions

    By Guest caseyb,
    • 1 reply
    • 983 views
    • GMK
    • GMK

  4. Form BE- 180 Benchmark Survey

    By Nassau,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  5. Sole Proprietor with Multiple Schedule Cs & Uni-K

    By Guest jc1457,
    • 1 reply
    • 1.3k views

  6. Mid-Year Termination of Safe-Harbor Nonelective Contribution Plan

    By Guest gaham,
    • 1 reply
    • 9.9k views

  7. In Plan Roth Conversion

    By CLE401kGuy,
    • 1 reply
    • 951 views
    • Guest
    • Guest

  8. Deferral/Catch Up and Compensation Limit

    By LMOC,
    • 1 reply
    • 1.1k views

  9. Max Deductible Question

    By austin3515,
    • 1 reply
    • 855 views

  10. Takeover plan was not tested last year

    By ilovetotest,
    • 1 reply
    • 341 views

  11. Loan Repayments on a deemed loan

    By FundeK,
    • 1 reply
    • 1.4k views

  12. Incorrect Deferral and Matching Allocations

    By mming,
    • 1 reply
    • 1.3k views

  13. Fringe Benefit Exclusion from Compensation - Partner Medical Insurance

    By Guest Holly Foster,
    • 1 reply
    • 1.2k views

  14. Prohibited Transaction

    By Guest Thornton,
    • 1 reply
    • 1.4k views

  15. GW minimum calculation with dual eligibility requirements for SH & PSC

    By Audrey,
    • 1 reply
    • 598 views

  16. Can plan document of Parent corp's defined contribution plan exclude e

    By Moe Howard,
    • 1 reply
    • 1.4k views

  17. Ineligible Employee making 401K contributions

    By Guest Ed Walker,
    • 1 reply
    • 2.8k views

  18. Safe Harbor-- terminated employees

    By abanky,
    • 1 reply
    • 5.1k views

  19. Is Rollover Considered In Top Heavy

    By Guest good2brich,
    • 1 reply
    • 1.2k views

  20. Great Plans

    By Guest 1,
    • 1 reply
    • 1.2k views

  21. Amendment of traditional 401(k) to make it safe harbor

    By movedon,
    • 1 reply
    • 1.2k views

  22. Addding Match Option During The Plan Year

    By blue,
    • 1 reply
    • 1k views

  23. 401K Deferral Deducted in Error

    By Guest Montgoyk,
    • 1 reply
    • 4.7k views

  24. Company Merger / 401k and Simple IRA

    By sdix401k,
    • 1 reply
    • 2.1k views

  25. Qualified Reservist Distributions under PPA

    By Guest Pension Girl,
    • 1 reply
    • 2.3k views

  26. Operational Failure

    By Nassau,
    • 1 reply
    • 1.1k views

  27. New Regs for Puerto Rico Plans - Circular Letter 11-10

    By buckaroo,
    • 1 reply
    • 1.4k views
    • GMK
    • GMK

  28. Compensation from STD Payments

    By Wessex,
    • 1 reply
    • 2.2k views

  29. Family Attribution rules for Trust Beneficiary

    By NW529,   
    • 1 reply
    • 860 views

  30. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 938 views

  31. TOP HEAVY TEST

    By Guest JB2,
    • 1 reply
    • 2k views

  32. Top-paid Group

    By Guest CHRISTA,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  33. Top Heavy Testing

    By Tom,
    • 1 reply
    • 413 views

  34. Contribute to new 401-k or continue with my Roth IRA

    By Guest langer,
    • 1 reply
    • 2k views

  35. 2026 Roth Catch-ups for HPI's

    By Belgarath,
    • 1 reply
    • 1.1k views

  36. Catch-up Contributions

    By Guest t936,
    • 1 reply
    • 1.6k views
    • MGB
    • MGB

  37. Defination of age

    By mschwechter,
    • 1 reply
    • 1.3k views

  38. Vesting and Withdrawal provisions in Safe Harbor Notice

    By Peanut Butter Man,
    • 1 reply
    • 1.3k views

  39. Mix & Match Safe Harbor

    By Guest SusanE,
    • 1 reply
    • 1.1k views
    • RCK
    • RCK

  40. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.2k views

  41. Residential Loan Question

    By khn,
    • 1 reply
    • 1.4k views

  42. QJSA distribution in a 401k plan

    By EBDI,
    • 1 reply
    • 1.1k views

  43. Short Plan Year and 2 1/2 month deadline

    By buckaroo,
    • 1 reply
    • 875 views

  44. Partial Plan Termination - Gov't Contractor lost bid

    By AdKu,
    • 1 reply
    • 584 views

  45. Hardship Distribution

    By Guest Theresa,
    • 1 reply
    • 1.5k views

  46. RMD Calculations for CB/DB Plans

    By FT Retire,
    • 1 reply
    • 900 views

  47. Voluntary Correction Program - 401(k) Plan operating like an ESOP and stock unfunded / no ESOP provisions

    By youngbenefitslawyer,
    • 1 reply
    • 529 views

  48. Rule of 78 for 401(k) loans

    By Guest David_R,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  49. ADP/ACP corrections

    By thepensionmaven,
    • 1 reply
    • 745 views

  50. Compliance Testing for a Co-Op

    By metsfan026,
    • 1 reply
    • 591 views
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