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401(k) Plans

19,275 topics in this forum

  1. Who is eligible??

    By smm,
    • 5 replies
    • 1.8k views

  2. Who is entitled to money earned from a correction of a mistake?

    By Guest Cliff Langwith,
    • 1 reply
    • 1.4k views

  3. Who is entitled to Safe Harbor

    By pensionnube,   
    • 5 replies
    • 1.4k views

  4. Who is included in ADP test when Safe Harbor eligibility is more restrictive?

    By Megandps,
    • 7 replies
    • 2.9k views

  5. Who is key officer in fiscal year 401k plan

    By jkharvey,
    • 1 reply
    • 3k views
    • GMK
    • GMK

  6. Who is NOT a covered service provider?

    By Peter Gulia,
    • 3 replies
    • 1.6k views

  7. Who Is Required To File Form 5500?

    By Stash026,
    • 10 replies
    • 1.8k views

  8. Who is responsible for top-heavy testing?

    By Guest WDH,
    • 6 replies
    • 1.8k views
    • Guest
    • Guest

  9. Who is the "employer" for QSLOB purposes?

    By Guest Kaister,
    • 0 replies
    • 1.9k views
    • Guest
    • Guest

  10. Who is the beneficiary?

    By ejohnke,
    • 7 replies
    • 870 views

  11. Who is the best ERISA attorney in the U.S.

    By Guest koo,
    • 16 replies
    • 7.7k views

  12. Who knows where I can find a good clean copy of the IRS Model Tax Notice for Qualified Plans? My access is Plan specific only.

    By Guest swhite1,
    • 1 reply
    • 1.1k views

  13. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.3k views

  14. Who Normally Chooses Investment Provider - Trustee or Plan Adminitrator

    By namealreadyinuse,
    • 1 reply
    • 1.2k views

  15. Who pays insurance premiums for policies in the plan?

    By Guest Theresa,
    • 6 replies
    • 1.7k views
    • Guest
    • Guest

  16. Who pays?

    By bzorc,
    • 4 replies
    • 1.4k views

  17. Who prepares Form 990-T?

    By ldr,   
    • 3 replies
    • 1k views
    • ldr
    • ldr

  18. Who prepares investment materials for statement paks?

    By Guest FREE401k,
    • 14 replies
    • 1.8k views

  19. Who Purchases ERISA Bond?

    By Guest BenefitsAnnie,
    • 11 replies
    • 1.7k views

  20. Who set up a plan with for a small company

    By Guest And another thing ...,
    • 14 replies
    • 2.6k views
    • Guest
    • Guest

  21. Who should create the 1099?

    By fiona1,
    • 2 replies
    • 1.5k views

  22. Who should sign the Form 5500? Trustee changed after year-end.

    By 401king,
    • 6 replies
    • 2.4k views

  23. Who Signs Investment Policy Statement?

    By Guest Ms. Kate,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  24. Who's a good service provider for a super-micro 401(k) plan?

    By Peter Gulia,
    • 21 replies
    • 3k views

  25. Who's Responsible for Deferral Change Request Failure? Participant or the Plan Sponsor?

    By Jeff_pg,
    • 12 replies
    • 1.3k views

  26. Who's the Bene?

    By EHE,
    • 11 replies
    • 1.5k views

  27. Who's The Employer?

    By AmyETPA,
    • 1 reply
    • 461 views

  28. Who's the Employer?

    By 12AX7,
    • 2 replies
    • 1.2k views

  29. Who's the sponsor?

    By Guest Kevin1,
    • 4 replies
    • 1.3k views

  30. WHOSE COMPENSATION IS IT?

    By Guest CHRISTIE BOSS,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  31. Whose money Is it anyway? Loan on 401k

    By Guest Summer232,
    • 15 replies
    • 2.5k views

  32. WHOSE RMDs ARE THESE?

    By Plan Doc,
    • 4 replies
    • 844 views

  33. Why can't you impute disparity to QNEC's?

    By austin3515,
    • 0 replies
    • 1.1k views

  34. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds,   
    • 4 replies
    • 1.4k views

  35. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba,
    • 2 replies
    • 1.6k views

  36. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 1.9k views

  37. Why not follow the catch-up rule for 2026 too?

    By Peter Gulia,
    • 3 replies
    • 845 views

  38. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw,
    • 4 replies
    • 1.5k views

  39. Why we require salary data

    By Guest liljunebug,
    • 17 replies
    • 2.3k views

  40. Wickersham retired?

    By KJohnson,
    • 16 replies
    • 6.4k views
    • Guest
    • Guest

  41. Wickersham's Replacement

    By Guest PensionGuru,
    • 0 replies
    • 963 views
    • Guest
    • Guest

  42. Wierd Match

    By PFranckowiak,
    • 3 replies
    • 971 views
    • Guest
    • Guest

  43. Wife is sole mbr LLC and trustee of 401K plan which invests in husbands privately held partnership

    By RC50,
    • 19 replies
    • 2.8k views

  44. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 520 views

  45. Will the IRS delay SECURE 2022’s automatic-contribution condition?

    By Peter Gulia,
    • 0 replies
    • 416 views

  46. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 688 views

  47. Withdraw 401k while acquisition

    By Kris Alya,
    • 1 reply
    • 383 views
    • WCC
    • WCC

  48. Withdrawal my 401 k funds

    By Henry clay,   
    • 2 replies
    • 297 views

  49. Withdrawal of Default Elective Deferals

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

  50. Withdrawal of Participating Employer

    By RLR,
    • 6 replies
    • 4.1k views
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