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401(k) Plans

19,321 topics in this forum

  1. 401(k) Catch-Up Fiscal Year Plan

    By Guest geschaft,
    • 1 reply
    • 1.6k views

  2. New plan member - didn't want to defer

    By fiona1,
    • 1 reply
    • 927 views

  3. missed deferral incorrect correction

    By K2retire,   
    • 1 reply
    • 597 views

  4. Compensation for Unrelated Multiple Employers

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

  5. 5500 for 1999

    By Guest Frank Jackson,
    • 1 reply
    • 1.3k views

  6. If a plan permits loans, can the loan be taken from the 401(k), match

    By Felicia,
    • 1 reply
    • 1.4k views

  7. Unused leave deposited into 401(k) plan

    By alexa,
    • 1 reply
    • 1.8k views

  8. TIAA-CREF ERISA data for Form 5500 for 401k plans

    By Guest DK Ellerson,
    • 1 reply
    • 1.7k views

  9. ADP Testing for Multiple Employer Plans

    By Guest BrianF,
    • 1 reply
    • 1.7k views

  10. Plan Fee Reimbursement

    By Guest tbreedlove,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  11. Impact of Final Regs on Catch-up

    By Guest CRC02,
    • 1 reply
    • 1.2k views

  12. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H,
    • 1 reply
    • 1.5k views

  13. Princ. Residence Loan to pay divorcee out

    By Guest chris4013,
    • 1 reply
    • 1.2k views

  14. Small Balance & Distribution Fees

    By Guest CindyB,
    • 1 reply
    • 1.7k views

  15. Mandatory contribution to 401(k)

    By Guest ToddBonham,
    • 1 reply
    • 1.5k views

  16. ACP test and Catch-up contributions

    By Guest gbialikcpa,   
    • 1 reply
    • 1.5k views

  17. Mid Year Increase to SH Match Formula

    By AJ North,
    • 1 reply
    • 530 views

  18. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 706 views
    • Bri
    • Bri

  19. Hardships: safe-harbor v facts & circumstances question???

    By Guest Philip Simpkins,
    • 1 reply
    • 2.1k views

  20. New 401(k) Plan effective 1/1/2023

    By hsctpa,
    • 1 reply
    • 335 views

  21. Details re: 3% nonelective safe harbor provisions implemented mid-year

    By Guest Kelly Igel,
    • 1 reply
    • 1.5k views

  22. Deduction limits: Plan Total & Per Participant

    By Fred Payne,
    • 1 reply
    • 1.4k views

  23. California Brown law; what is it?

    By alexa,
    • 1 reply
    • 1.4k views

  24. participant survey

    By Guest Chuck Herbik,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  25. Match Correction

    By Guest Mike Schwing,
    • 1 reply
    • 1.6k views

  26. Controlled group that separates

    By Guest JDVJr,
    • 1 reply
    • 1k views

  27. Death Benefits rollable?

    By Guest jhilliard,
    • 1 reply
    • 1k views

  28. ADP testing requirement for merging plans.

    By Dan,
    • 1 reply
    • 1.6k views

  29. IRA Rollover into a qualified plan

    By Pension Panda,
    • 1 reply
    • 1.1k views

  30. 2009 Waived MRDs

    By DTH,
    • 1 reply
    • 1k views

  31. Best Practices for 401(k) Recordkeepers

    By Guest mporterst,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  32. Automatic Enrollment & rehires

    By R. Butler,
    • 1 reply
    • 1.9k views

  33. control group

    By Guest beach,
    • 1 reply
    • 914 views

  34. Lienable

    By kgr12,
    • 1 reply
    • 5.2k views

  35. MEPs, PEPs, and exchanges

    By ESI2015,
    • 1 reply
    • 692 views
    • WCC
    • WCC

  36. 401k auto enroll permissible withdrawals - in ADP test?

    By pmacduff,
    • 1 reply
    • 600 views

  37. 401k payroll missed 3 loan repayments of $57.02...Using VCFP Model Form..Is there a Fee to use ? Is form 5530 Required?

    By Ken_BenefitScape,
    • 1 reply
    • 675 views
    • EBP
    • EBP

  38. safe harbor non-elective

    By thepensionmaven,
    • 1 reply
    • 517 views

  39. 401k- Withdrawal & Hardship

    By Guest vivian918,
    • 1 reply
    • 3.7k views
    • RCK
    • RCK

  40. Investing in Plan Sponsor's Funds - Prohibited Transaction?

    By Guest Richard Scheer,
    • 1 reply
    • 1.7k views

  41. In-Kind Distributions

    By Guest erisafried,
    • 1 reply
    • 2.1k views

  42. Partner with no earned income

    By Guest moltengater,
    • 1 reply
    • 1.3k views

  43. key employee

    By mehmgo,
    • 1 reply
    • 965 views

  44. Parent Company has same EIN as subsidiary

    By IhrtERISA,
    • 1 reply
    • 1.1k views

  45. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 429 views

  46. Mid-Year Match Reduction

    By Guest gpr,
    • 1 reply
    • 1.9k views

  47. 5500 audit requirement

    By Tom,
    • 1 reply
    • 521 views

  48. Bottom-Up QNEC for a restructured plan?

    By Guest Denise Clark,
    • 1 reply
    • 1.5k views

  49. What do you do if a person does not have enough money in his/her accou

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

  50. Issues 2 1099-R's for same loan default in 2 different years

    By TPAVP,
    • 1 reply
    • 2k views
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