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401(k) Plans

19,275 topics in this forum

  1. Brokerage Windows and 404(c)

    By Guest CRC02,
    • 1 reply
    • 1.9k views

  2. salary deferrals b/f plan doc is signed

    By Guest EBer,
    • 1 reply
    • 1.2k views

  3. Safe Harbor notice requirement

    By Guest Ed Walker,
    • 1 reply
    • 1.6k views

  4. 3% Non-Elective Contr.

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

  5. Trustee role under a separate trust agreement/FDIC

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

  6. Fees from investment company

    By Jilliandiz,
    • 1 reply
    • 1.2k views

  7. 11-K Filing or not?

    By Guest Chrysler,
    • 1 reply
    • 1.7k views

  8. I might be working for a government agency soon...should I put my 401(k) in 457 or 401(a)

    By Guest GoGoLucky,
    • 1 reply
    • 1k views

  9. Participant Statement Due Dates

    By Dazednconfused,
    • 1 reply
    • 1.7k views

  10. QNEC reflected on w-2?

    By Guest PAM,
    • 1 reply
    • 5.5k views

  11. How do you do ADP testing when 2 plans merged during the plan year??

    By Guest LJS,
    • 1 reply
    • 1.6k views

  12. Is a Non-owner spouse considered an HCE for 2024 if newly married?

    By Renee Crabill,
    • 1 reply
    • 610 views

  13. Gap Period Earnings Question for Excess Contributions

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

  14. Match Percentage Based on Length of Service

    By Guest lforesz,
    • 1 reply
    • 1.7k views

  15. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot,
    • 1 reply
    • 1.1k views

  16. Transition period--unanswerable question

    By lexi,
    • 1 reply
    • 1.1k views

  17. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006,
    • 1 reply
    • 1.2k views

  18. Returns of Excess Deferrals

    By Gadgetfreak,
    • 1 reply
    • 979 views
    • Guest
    • Guest

  19. Change in ownership

    By austin3515,
    • 1 reply
    • 1.3k views

  20. Safe Harbor Mid year Amendments

    By 52626,
    • 1 reply
    • 584 views

  21. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 428 views

  22. Controlled Group-Employed by 2 companies

    By Guest Laura Millwood,
    • 1 reply
    • 1.6k views

  23. Bottom Up QNECS

    By Guest Jeff Kropp,
    • 1 reply
    • 1.9k views

  24. Federal Income Tax Treatment of Investment Advisory Fee Withdrawals?

    By Guest rrocket61,
    • 1 reply
    • 1.5k views

  25. Alternate Payee is also a participant under the plan

    By Guest JHaggar,
    • 1 reply
    • 1.4k views

  26. ADP Test and Catchup contributions in off cal year

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

  27. In-Service distribution quandary

    By Kimberly S,
    • 1 reply
    • 1.1k views

  28. Safe Harbor mid-year

    By Guest Achilles,
    • 1 reply
    • 1.1k views

  29. corrective distribution, no funds available

    By DMcGovern,
    • 1 reply
    • 889 views

  30. Employee Deferrals

    By Guest SandraCrowley,
    • 1 reply
    • 866 views

  31. Prior year testing questions

    By BG5150,
    • 1 reply
    • 991 views

  32. Self Employed Owner Schedule C from two businesses

    By Guest jsample,
    • 1 reply
    • 1.1k views

  33. freezing a safe harbor 401(k) plan

    By R. Butler,
    • 1 reply
    • 3.1k views

  34. Removing Roth

    By jim241,   
    • 1 reply
    • 768 views

  35. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 595 views

  36. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 774 views

  37. Auto Enroll Requirement under SECURE 2.O

    By FishOn,
    • 1 reply
    • 543 views

  38. Can matching contributions made through part of the plan year be recha

    By Guest Pat Metallic,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  39. Mistaken matching contribution

    By eilano,
    • 1 reply
    • 1.4k views

  40. 5500 question

    By k man,
    • 1 reply
    • 1.5k views

  41. Loan--spousal consent should have been obtained, but wasn't

    By Brian Gallagher,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. 401(k) Safe Harbor Eligibility

    By Guest WWPDRC,
    • 1 reply
    • 1.3k views

  43. SEP participant excluded from 401k

    By ombskid,
    • 1 reply
    • 1.1k views

  44. FACTA - Indentity Theft Red Flags Rule

    By k man,
    • 1 reply
    • 1.1k views

  45. Contribution Rules When Have More than one participating employer

    By arthurkagan,
    • 1 reply
    • 728 views

  46. Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath,
    • 1 reply
    • 696 views

  47. Include amounts deferred in excess of plan limitations in the 401(k) t

    By Guest Mr. X,
    • 1 reply
    • 1.3k views

  48. Excess Deferrals and 401(a)(4)

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

  49. Increase minimum amount for loan

    By Dan,
    • 1 reply
    • 1.2k views
    • Alf
    • Alf

  50. Retirement Plan audits for new plans

    By Guest willow,
    • 1 reply
    • 1k views
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