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401(k) Plans

19,362 topics in this forum

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

    By gholtz,   
    • 3 replies
    • 1.2k views

  2. SAR and Disclosure notices

    By mehmgo,
    • 3 replies
    • 1.1k views

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

    By Ahuntingus,
    • 7 replies
    • 1.1k views
    • EBP
    • EBP

  4. match safe harbor after 12/1?

    By Santo Gold,
    • 3 replies
    • 1.1k views
    • Bri
    • Bri

  5. Withdraw 401k while acquisition

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

  6. Successor Plans

    By Zimkap,
    • 6 replies
    • 1.1k views

  7. 402(g) Limits

    By ConnieStorer,
    • 11 replies
    • 2k views

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

    By Ananda,
    • 6 replies
    • 1.2k views

  9. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026,
    • 1 reply
    • 428 views

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

    By gholtz,   
    • 3 replies
    • 1.5k views

  11. Loan Payment Delay 1 2

    By austin3515,
    • 64 replies
    • 6.9k views

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

    By Chris DeMay,
    • 5 replies
    • 893 views

  13. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven,
    • 9 replies
    • 1.6k views

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

    By MrsMacias,
    • 2 replies
    • 794 views

  15. 404 Deduction

    By steve45,   
    • 2 replies
    • 558 views

  16. General Resource

    By JOH,
    • 3 replies
    • 570 views

  17. 404 Compensation

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

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

    By mattmc82,
    • 0 replies
    • 377 views

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

    By BG5150,
    • 1 reply
    • 400 views

  20. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 651 views

  21. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 1.5k views

  22. Top Heavy Issue

    By Guest wjr,
    • 3 replies
    • 1.6k views

  23. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 347 views

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

    By jmartin,
    • 1 reply
    • 599 views

  25. Fees to former participants

    By ombskid,
    • 8 replies
    • 4.2k views

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

    By Jolly G,
    • 13 replies
    • 3.7k views

  27. ESOP FEE

    By DABU,
    • 1 reply
    • 492 views

  28. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 2.7k views

  29. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 826 views

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

    By metsfan026,
    • 9 replies
    • 1.1k views

  31. Controlled Group - 2 plans SH options

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

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

    By Dawn Marlar,
    • 7 replies
    • 2.7k views

  33. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 439 views

  34. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 1.7k views

  35. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 956 views

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

    By BG5150,
    • 8 replies
    • 1.6k views

  37. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.5k views

  38. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 538 views

  39. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 761 views
    • Dan
    • Dan

  40. List of Required Notices

    By metsfan026,
    • 1 reply
    • 539 views

  41. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 4.2k views

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

    By PensionPal,
    • 1 reply
    • 576 views

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

    By TPApril,
    • 3 replies
    • 1.1k views

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

    By patriciab,
    • 4 replies
    • 1.6k views

  45. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 488 views

  46. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.6k views

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

    By ERISA guy,
    • 4 replies
    • 1.1k views
    • DAK
    • DAK

  48. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 735 views

  49. Cannabis Companies

    By coleboy,
    • 16 replies
    • 3.1k views

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

    By Peter Gulia,   
    • 3 replies
    • 830 views
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