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401(k) Plans

19,295 topics in this forum

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

    By BG5150,
    • 1 reply
    • 370 views

  2. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 620 views

  3. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 1.4k views

  4. Top Heavy Issue

    By Guest wjr,
    • 3 replies
    • 1.6k views

  5. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 321 views

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

    By jmartin,
    • 1 reply
    • 555 views

  7. Fees to former participants

    By ombskid,
    • 8 replies
    • 3.9k views

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

    By Jolly G,
    • 13 replies
    • 3.2k views

  9. ESOP FEE

    By DABU,
    • 1 reply
    • 453 views

  10. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 2.5k views

  11. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 793 views

  12. Setting Up A Plan For Main Office (Excluding Subisidiaries)

    By metsfan026,
    • 9 replies
    • 1k views

  13. Controlled Group - 2 plans SH options

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

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

    By Dawn Marlar,
    • 7 replies
    • 2.5k views

  15. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 413 views

  16. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 1.4k views

  17. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 918 views

  18. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150,
    • 8 replies
    • 1.5k views

  19. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.5k views

  20. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 511 views

  21. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 716 views
    • Dan
    • Dan

  22. List of Required Notices

    By metsfan026,
    • 1 reply
    • 511 views

  23. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 3.8k views

  24. Late deposit of Contributions -- class exemption for filing form 5330

    By PensionPal,
    • 1 reply
    • 511 views

  25. Owner/spouse plan - trustees (1 or both)

    By TPApril,
    • 3 replies
    • 1k views

  26. QSOB Employer-Wide Testing Requirement ("Gateway" test)?

    By patriciab,
    • 4 replies
    • 1.5k views

  27. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 460 views

  28. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.5k views

  29. Elective deferrals in excess of 401(a)(17) - Fidelity's document

    By ERISA guy,
    • 4 replies
    • 965 views
    • DAK
    • DAK

  30. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 655 views

  31. Cannabis Companies

    By coleboy,
    • 16 replies
    • 2.9k views

  32. May a plan provide an automatic-contribution arrangement for some employees, but not others?

    By Peter Gulia,   
    • 3 replies
    • 779 views

  33. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.3k views

  34. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 6.2k views

  35. Sorry not 401(k) But figured this has the most traffic. Anyone trying to use Relius ASP today?

    By HarleyBabe,
    • 3 replies
    • 425 views

  36. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 507 views

  37. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 2.4k views

  38. After tax conversions to Roth

    By BW,
    • 18 replies
    • 2.7k views

  39. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 272 views

  40. Deceased Participant - No Beneficiary, No Estate and Plan is Terminating?

    By kmhaab,
    • 7 replies
    • 18.1k views

  41. Beneficiary If No Form On File (Divorce / Biological Child / Step Children)

    By metsfan026,
    • 9 replies
    • 1.9k views

  42. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.1k views

  43. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 798 views

  44. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath,
    • 2 replies
    • 1.7k views

  45. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 1.5k views

  46. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.1k views

  47. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty,
    • 9 replies
    • 1.8k views

  48. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 419 views

  49. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 419 views

  50. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 479 views
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