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401(k) Plans

19,407 topics in this forum

  1. Withdraw 401k while acquisition

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

  2. Successor Plans

    By Zimkap,
    • 6 replies
    • 1.2k views

  3. 402(g) Limits

    By ConnieStorer,
    • 11 replies
    • 2.4k views

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

    By Ananda,
    • 6 replies
    • 1.2k views

  5. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026,
    • 1 reply
    • 462 views

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

    By gholtz,   
    • 3 replies
    • 1.6k views

  7. Loan Payment Delay 1 2

    By austin3515,
    • 64 replies
    • 7.6k views

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

    By Chris DeMay,
    • 5 replies
    • 949 views

  9. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven,
    • 9 replies
    • 1.7k views

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

    By MrsMacias,
    • 2 replies
    • 840 views

  11. 404 Deduction

    By steve45,   
    • 2 replies
    • 605 views

  12. General Resource

    By JOH,
    • 3 replies
    • 618 views

  13. 404 Compensation

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

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

    By mattmc82,
    • 0 replies
    • 406 views

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

    By BG5150,
    • 1 reply
    • 438 views

  16. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 687 views

  17. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 1.6k views

  18. Top Heavy Issue

    By Guest wjr,
    • 3 replies
    • 1.6k views

  19. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 381 views

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

    By jmartin,
    • 1 reply
    • 635 views

  21. Fees to former participants

    By ombskid,
    • 8 replies
    • 4.6k views

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

    By Jolly G,
    • 13 replies
    • 4.1k views

  23. ESOP FEE

    By DABU,
    • 1 reply
    • 554 views

  24. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 3k views

  25. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 858 views

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

    By metsfan026,
    • 9 replies
    • 1.1k views

  27. Controlled Group - 2 plans SH options

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

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

    By Dawn Marlar,
    • 7 replies
    • 3k views

  29. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 475 views

  30. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 2.1k views

  31. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 1k views

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

    By BG5150,
    • 8 replies
    • 1.7k views

  33. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.6k views

  34. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 580 views

  35. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 836 views
    • Dan
    • Dan

  36. List of Required Notices

    By metsfan026,
    • 1 reply
    • 585 views

  37. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 4.6k views

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

    By PensionPal,
    • 1 reply
    • 618 views

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

    By TPApril,
    • 3 replies
    • 1.1k views

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

    By patriciab,
    • 4 replies
    • 1.7k views

  41. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 525 views

  42. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.6k views

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

    By ERISA guy,
    • 4 replies
    • 1.2k views
    • DAK
    • DAK

  44. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 822 views

  45. Cannabis Companies

    By coleboy,
    • 16 replies
    • 3.3k views

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

    By Peter Gulia,   
    • 3 replies
    • 888 views

  47. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.5k views

  48. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 6.7k views

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

    By HarleyBabe,
    • 3 replies
    • 477 views

  50. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 585 views
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