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401(k) Plans

19,275 topics in this forum

  1. List of Required Notices

    By metsfan026,
    • 1 reply
    • 494 views

  2. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 3.7k views

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

    By PensionPal,
    • 1 reply
    • 497 views

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

    By TPApril,
    • 3 replies
    • 1k views

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

    By patriciab,
    • 4 replies
    • 1.5k views

  6. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 454 views

  7. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.5k views

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

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

  9. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 638 views

  10. Cannabis Companies

    By coleboy,
    • 16 replies
    • 2.9k views

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

    By Peter Gulia,   
    • 3 replies
    • 763 views

  12. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.3k views

  13. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 6.2k views

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

    By HarleyBabe,
    • 3 replies
    • 419 views

  15. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 501 views

  16. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 2.4k views

  17. After tax conversions to Roth

    By BW,
    • 18 replies
    • 2.6k views

  18. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 269 views

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

    By kmhaab,
    • 7 replies
    • 17.6k views

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

    By metsfan026,
    • 9 replies
    • 1.9k views

  21. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.1k views

  22. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 778 views

  23. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath,
    • 2 replies
    • 1.7k views

  24. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 1.4k views

  25. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.1k views

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

    By EBECatty,
    • 9 replies
    • 1.7k views

  27. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 410 views

  28. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 413 views

  29. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 466 views

  30. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 1.8k views

  31. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 2.2k views

  32. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 435 views

  33. Matching on the incorrect source...any ideas?

    By Benguru25,
    • 1 reply
    • 372 views

  34. multiple entities/ownership - Single or Multiple ER Plan?

    By TPApril,
    • 4 replies
    • 788 views

  35. Single Member Plan, only asset is the participant loan. Okay?

    By Basically,
    • 4 replies
    • 494 views

  36. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 617 views

  37. What is the basic difference between Related Employers & Multiple Employer Plan?

    By stephen20,
    • 3 replies
    • 1.6k views

  38. Match Allocations and Annual Compensation Limits

    By King of Queens,
    • 12 replies
    • 4.5k views

  39. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 859 views

  40. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 959 views

  41. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 6.1k views

  42. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.1k views

  43. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 542 views

  44. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 313 views

  45. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 1.5k views

  46. Hardship Question

    By Madison71,
    • 13 replies
    • 2.8k views

  47. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1k views

  48. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 346 views

  49. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 688 views

  50. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 795 views
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