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401(k) Plans

19,362 topics in this forum

  1. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.4k views

  2. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 6.4k views

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

    By HarleyBabe,
    • 3 replies
    • 447 views

  4. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 547 views

  5. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 2.6k views

  6. After tax conversions to Roth

    By BW,
    • 18 replies
    • 3k views

  7. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 288 views

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

    By kmhaab,
    • 7 replies
    • 20k views

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

    By metsfan026,
    • 9 replies
    • 2.1k views

  10. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.2k views

  11. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 878 views

  12. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath,
    • 2 replies
    • 1.8k views

  13. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 1.7k views

  14. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.1k views

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

    By EBECatty,
    • 9 replies
    • 2k views

  16. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 448 views

  17. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 445 views

  18. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 506 views

  19. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 2k views

  20. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 2.6k views

  21. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 475 views

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

    By Benguru25,
    • 1 reply
    • 420 views

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

    By TPApril,
    • 4 replies
    • 872 views

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

    By Basically,
    • 4 replies
    • 549 views

  25. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 687 views

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

    By stephen20,
    • 3 replies
    • 1.9k views

  27. Match Allocations and Annual Compensation Limits

    By King of Queens,
    • 12 replies
    • 5.8k views

  28. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 916 views

  29. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 1k views

  30. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 7.4k views

  31. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.2k views

  32. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 581 views

  33. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 351 views

  34. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 2k views

  35. Hardship Question

    By Madison71,
    • 13 replies
    • 3.2k views

  36. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.2k views

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

    By Kac1214,
    • 1 reply
    • 384 views

  38. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 866 views

  39. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 837 views

  40. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 2k views

  41. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 753 views

  42. Eligibility Question

    By bzorc,
    • 1 reply
    • 524 views

  43. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 1k views

  44. How to test controlled group with 2 different plans?

    By Jakyasar,
    • 0 replies
    • 600 views

  45. Deceased Participant's beneficiary "may" be under a Conservatorship

    By Kansas401k,
    • 6 replies
    • 1.3k views

  46. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234,
    • 2 replies
    • 957 views

  47. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 296 views

  48. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 808 views

  49. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 894 views

  50. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan,
    • 9 replies
    • 1k views
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