Jump to content

401(k) Plans

19,275 topics in this forum

  1. Sole Proprietor 401(k) Contributions

    By MjInvestments,
    • 5 replies
    • 609 views

  2. Duplicate ADP Refund

    By Loves401(k),
    • 2 replies
    • 609 views
    • Bri
    • Bri

  3. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 609 views

  4. ERISA Bond - owners of an S Corp

    By Tom,
    • 2 replies
    • 609 views

  5. Plan Termination Payout Question

    By metsfan026,
    • 1 reply
    • 609 views

  6. Safe harbor 401-k Plan Termination

    By KevinMc,
    • 1 reply
    • 609 views

  7. Web Based Training / Tutorials / ASG Rules

    By austin3515,
    • 6 replies
    • 609 views

  8. Vesting YOS

    By pensionLifer,
    • 2 replies
    • 608 views

  9. W-2 error

    By R. Butler,
    • 3 replies
    • 608 views

  10. What SECURE 2022 changes start with 2024?

    By Peter Gulia,
    • 2 replies
    • 608 views

  11. In-Plan 401(k) Roth Conversion

    By Tom,
    • 3 replies
    • 608 views

  12. Mid-year change to SH Plans

    By austin3515,
    • 1 reply
    • 607 views

  13. LTPT question

    By Tom,
    • 1 reply
    • 607 views
    • WCC
    • WCC

  14. Participant Education

    By Sharon D.,
    • 2 replies
    • 607 views

  15. Tribal Government Public School

    By oldman63,
    • 2 replies
    • 607 views

  16. Is leaving for an employer’s non-US affiliate a severance-from-employment?

    By Peter Gulia,   
    • 3 replies
    • 606 views

  17. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 605 views

  18. Rate of Match Test fails

    By Earl,
    • 1 reply
    • 605 views

  19. Life Insurance in 401k Plan

    By Ahuntingus,
    • 1 reply
    • 605 views

  20. Does a recordkeeper have an indicator for whether a participant is an employee or is a self-employed individual?

    By Peter Gulia,
    • 7 replies
    • 605 views

  21. Controlled Group Question

    By metsfan026,
    • 5 replies
    • 605 views

  22. Loan then early withdrawal

    By Gmass,
    • 1 reply
    • 605 views

  23. Hardships

    By Church Treasurer,   
    • 2 replies
    • 605 views

  24. UK Income

    By MGOAdmin,   
    • 1 reply
    • 604 views

  25. Failed Minimum Coverage Test Options

    By Coleboy1,
    • 3 replies
    • 604 views

  26. Automatic Enrollment Opt-Out

    By John K,
    • 1 reply
    • 604 views

  27. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 603 views

  28. Safe Harbor and ADP testing

    By ejohnke,
    • 1 reply
    • 603 views
    • Bri
    • Bri

  29. Limits in Plan Termination

    By Gilmore,
    • 3 replies
    • 603 views

  30. Entry date and pay date acceleration due to weekend/holiday

    By AmyO,
    • 2 replies
    • 603 views

  31. Combination 401k refund & qnec

    By Becky Schwing,
    • 1 reply
    • 603 views

  32. Excess 404(a) - IRC 4972

    By pensionLifer,
    • 2 replies
    • 603 views

  33. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 602 views

  34. Predecessor service to sweep in new employees

    By Tom,
    • 1 reply
    • 602 views

  35. Solo 401(k) Plans

    By Chipwood 24,
    • 3 replies
    • 602 views

  36. Participant Access to Reports

    By khn,
    • 4 replies
    • 602 views

  37. Plan loan

    By BW,
    • 0 replies
    • 602 views
    • BW
    • BW

  38. Schwab Small Biz 401k

    By pb401k,
    • 1 reply
    • 602 views

  39. Family Attribution

    By Tom,
    • 2 replies
    • 602 views

  40. Conversion from a MEP to a stand alone 401k Plan

    By 401kSteve,
    • 0 replies
    • 601 views

  41. Merger/Acquisition & Successor Plan Rules

    By LANDO,   
    • 3 replies
    • 601 views

  42. Required Minimum Distribution Roth Money

    By Deaconmomma,
    • 3 replies
    • 601 views

  43. Employee has excess deferrals b/t current emp. and former emp. (unrelated) for 2017, past April 15 deadline, does either employer have to issue corrective W-2?

    By Pxhesq,
    • 1 reply
    • 601 views

  44. Mid Year Changes

    By 401kyeah,
    • 1 reply
    • 601 views

  45. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power,
    • 1 reply
    • 601 views

  46. Cycle 3 IDP plan restatement issues with Corbel/FIS plan documents for 401kpsp plans

    By VeryOldMan,
    • 0 replies
    • 600 views

  47. Net Unrealized Appreciation (NUA)

    By Dobber,
    • 2 replies
    • 600 views

  48. Safe Harbor -Merger Mid Year

    By 52626,
    • 1 reply
    • 600 views

  49. Plan Amendment to allow early entry for one individual

    By MarZDoates,
    • 2 replies
    • 600 views

  50. Stoppage of Match - regular or SH - Notice Required

    By Pammie57,
    • 2 replies
    • 599 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept