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401(k) Plans

19,332 topics in this forum

  1. QDIA notices

    By Guest Powers,
    • 1 reply
    • 1.2k views

  2. Top-Heavy or Not Top-Heavy

    By Guest 4:15 Limit,
    • 1 reply
    • 952 views

  3. Mid-year change to safe harbor plan

    By Sully,
    • 1 reply
    • 1k views

  4. 401K Excluded Groups

    By Guest DHouse,
    • 1 reply
    • 1.3k views

  5. Increased excise tax

    By Trisports,   
    • 1 reply
    • 424 views

  6. Incorrect payout

    By PFranckowiak,
    • 1 reply
    • 358 views

  7. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.7k views

  8. Unpaid military intern

    By pensionam,
    • 1 reply
    • 723 views

  9. safe harbor match plan, retro amendment to make employee eligible and top heavy exemption

    By DMcGovern,
    • 1 reply
    • 509 views

  10. Partnership 401(k)'s

    By Guest Thornton,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  11. 410(b) violation - how to best correct

    By Guest Marjorie Rogers,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  12. Can terminated participants make contributions to 401(K)?

    By Guest fran29,
    • 1 reply
    • 1.5k views

  13. Disaggregation

    By R. Butler,
    • 1 reply
    • 426 views

  14. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.6k views

  15. Distribution to a Testamentary Trust not eligible for rollover

    By Guest GordonJ,
    • 1 reply
    • 1.6k views

  16. Leave of Abscence relating to testing

    By Guest Achilles,
    • 1 reply
    • 1.4k views

  17. Death of Participant and Outstanding Loan

    By 401k Conundrums,
    • 1 reply
    • 1k views

  18. Merger???

    By chris,
    • 1 reply
    • 1.4k views

  19. QNEC in first plan year

    By Guest KMP,
    • 1 reply
    • 1k views

  20. NON Quilified DRO

    By Guest BeBunk,
    • 1 reply
    • 895 views

  21. Fixed Match to Discretionary Match

    By Guest notapensiongeek,
    • 1 reply
    • 1.4k views

  22. 401k in service rollover

    By Gary,
    • 1 reply
    • 1.1k views
    • GMK
    • GMK

  23. Withholding required on in-service withdrawals?

    By RayJJohnsonJr,
    • 1 reply
    • 1k views

  24. ADP refund deadline ?

    By pholosofizer,
    • 1 reply
    • 521 views

  25. Safe Harbor Mid Year Retroactive Amendment

    By susieQ,
    • 1 reply
    • 818 views

  26. RMD required for spousal beneficiary

    By MAS,
    • 1 reply
    • 316 views

  27. 401(k) safe harbor -- Spin off

    By Jean,
    • 1 reply
    • 1.6k views

  28. Proving a Hardship

    By Guest pentex,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  29. shifting adp deferrals to dilute my acp

    By Bri,
    • 1 reply
    • 1.6k views

  30. Does an estate need to apply for a tax ID to receive a benefit?

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

  31. Vetsing & prior plan maintained by employer

    By alexa,
    • 1 reply
    • 1.5k views

  32. Hardship withdrawal

    By Guest Ed Walker,
    • 1 reply
    • 1.1k views

  33. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com,
    • 1 reply
    • 1.1k views
    • g8r
    • g8r

  34. Both an Owner AND an employee - Can she do a 41k SEP + salary deferrals in the employers plan?

    By Guest erepper,
    • 1 reply
    • 1.1k views

  35. Required Minimum Distribution

    By Guest hstew,
    • 1 reply
    • 1k views

  36. 401(k) Match Options

    By oriecat,
    • 1 reply
    • 1.1k views

  37. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 527 views

  38. Exclusions of employees whose compensation is reimbursed by foreign pa

    By Guest Harry O,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  39. Loans from safe harbor matching contributions

    By Guest ATTY,
    • 1 reply
    • 2k views

  40. Post-tax contributions

    By Guest merlin15,
    • 1 reply
    • 1.6k views

  41. Employer Contributions Due the Plan

    By austin3515,
    • 1 reply
    • 1.4k views

  42. Safe Harbor/ 401(K) Plan

    By Guest Margaret Denton,
    • 1 reply
    • 1.3k views

  43. Failure of ADP/ACP test in a partnership

    By Guest jkrad,
    • 1 reply
    • 1.3k views

  44. Adding 401(k) component to 2-year eligibility PS Plan

    By SMB,
    • 1 reply
    • 882 views
    • Guest
    • Guest

  45. Roth In-Plan Conversion

    By Guest emcelroy,
    • 1 reply
    • 848 views
    • Guest
    • Guest

  46. Spousal Beneficiary

    By Nassau,
    • 1 reply
    • 1k views

  47. Earnings on Late Employer Contribution

    By PensionPro,
    • 1 reply
    • 1.3k views

  48. Prevailing Wage Compensation

    By jeff77,
    • 1 reply
    • 511 views

  49. match true-up question

    By laineb,
    • 1 reply
    • 503 views

  50. Medical Hardship

    By Ray H,
    • 1 reply
    • 484 views
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