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401(k) Plans

19,321 topics in this forum

  1. Investment In Company's Own Hedge Fund?

    By metsfan026,
    • 1 reply
    • 1.1k views

  2. Correcting Excess Deferrals

    By steve45,   
    • 6 replies
    • 1.2k views

  3. Unbeknownst SEP-IRA by affiliated service group member

    By J Simmons,
    • 5 replies
    • 3.1k views

  4. Otherwise Excludable Employees

    By Becky Schwing,
    • 9 replies
    • 3k views

  5. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet,
    • 2 replies
    • 753 views

  6. Union Employees with Non-Union Wages

    By Zoey,
    • 1 reply
    • 770 views
    • Bri
    • Bri

  7. EFTPS Payment

    By metsfan026,
    • 1 reply
    • 448 views

  8. Integrated Formula

    By Mr Bagwell,
    • 3 replies
    • 414 views
    • Bri
    • Bri

  9. can 1099 income contribution be added to S-corp plan?

    By mkaufman,
    • 5 replies
    • 1k views

  10. Eligibility related

    By Jakyasar,
    • 8 replies
    • 1.1k views
    • Bri
    • Bri

  11. 401k auto enroll permissible withdrawals - in ADP test?

    By pmacduff,
    • 1 reply
    • 600 views

  12. Safe harbor match on bonus

    By ratherbereading,
    • 5 replies
    • 666 views

  13. Can Asset Seller Distribute Plan While Becoming ASG Member with Buyer?

    By Plan Doc,
    • 2 replies
    • 702 views

  14. Received a rollover check after a company was sold in an asset sale

    By jsample,
    • 3 replies
    • 722 views
    • JOH
    • JOH

  15. Safe Harbor Match Plan permissible to exclude HCE's and give lesser non Safe Harbor Match

    By hsctpa,
    • 4 replies
    • 1.3k views

  16. Curing excess 402(g) deferral after separation of service?

    By matthny,
    • 7 replies
    • 1.2k views

  17. SAR and Disclosure notices

    By mehmgo,
    • 3 replies
    • 1.1k views

  18. Amendment: Waiver of Eligibility for one specific NHCE participant

    By Ahuntingus,
    • 7 replies
    • 1k views
    • EBP
    • EBP

  19. Withdraw 401k while acquisition

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

  20. Elapsed Time instead of Hours for Profit Sharing Allocation Conditions

    By gholtz,   
    • 3 replies
    • 1.1k views

  21. match safe harbor after 12/1?

    By Santo Gold,
    • 3 replies
    • 1k views
    • Bri
    • Bri

  22. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026,
    • 1 reply
    • 408 views

  23. Successor Plans

    By Zimkap,
    • 6 replies
    • 1.1k views

  24. 402(g) Limits

    By ConnieStorer,
    • 11 replies
    • 1.9k views

  25. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven,
    • 9 replies
    • 1.5k views

  26. Coverage/Discrimination issues where employer maintained two plans during the year?

    By Chris DeMay,
    • 5 replies
    • 869 views

  27. Are SEP contributions included in 401(a)(4) testing?

    By MrsMacias,
    • 2 replies
    • 767 views

  28. Safe Harbor 401(k) Plan October 1st deadline

    By Ananda,
    • 6 replies
    • 1.1k views

  29. 404 Deduction

    By steve45,   
    • 2 replies
    • 543 views

  30. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.6k views

  31. Plan Split to Avoid Audit

    By bzorc,
    • 13 replies
    • 1.7k views

  32. 404 Compensation

    By steve45,   
    • 1 reply
    • 644 views
    • Bri
    • Bri

  33. restatement (or secures act amendment) before Plan Merger?

    By mattmc82,
    • 0 replies
    • 361 views

  34. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 632 views

  35. General Resource

    By JOH,
    • 3 replies
    • 551 views

  36. Adding 3% Safe Harbor--notice needed first time?

    By BG5150,
    • 1 reply
    • 388 views

  37. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 334 views

  38. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin,
    • 1 reply
    • 570 views

  39. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 1.5k views

  40. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz,   
    • 3 replies
    • 1.4k views

  41. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 811 views

  42. Controlled Group - 2 plans SH options

    By Biz Develop Consultant BJF,
    • 1 reply
    • 684 views

  43. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 424 views

  44. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 2.6k views

  45. ESOP FEE

    By DABU,
    • 1 reply
    • 475 views

  46. How To Handle RMD for Non-Owner who Terminated and was rehired part-time

    By Dawn Marlar,
    • 7 replies
    • 2.6k views

  47. Shutting down a Solo 401k - 5500-EZ question

    By Jolly G,
    • 13 replies
    • 3.4k views

  48. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 525 views

  49. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.5k views

  50. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 935 views
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