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401(k) Plans

19,499 topics in this forum

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

    By Chris DeMay,
    • 5 replies
    • 1.2k views

  2. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven,
    • 9 replies
    • 2k views

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

    By MrsMacias,
    • 2 replies
    • 1.2k views

  4. 404 Deduction

    By steve45,   
    • 2 replies
    • 876 views

  5. General Resource

    By JOH,
    • 3 replies
    • 817 views

  6. 404 Compensation

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

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

    By mattmc82,
    • 0 replies
    • 617 views

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

    By BG5150,
    • 1 reply
    • 658 views

  9. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 798 views

  10. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 2k views

  11. Top Heavy Issue

    By Guest wjr,
    • 3 replies
    • 1.8k views

  12. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 529 views

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

    By jmartin,
    • 1 reply
    • 830 views

  14. Fees to former participants

    By ombskid,
    • 8 replies
    • 5.3k views

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

    By Jolly G,
    • 13 replies
    • 5.2k views

  16. ESOP FEE

    By DABU,
    • 1 reply
    • 812 views

  17. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 3.7k views

  18. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 1.1k views

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

    By metsfan026,
    • 9 replies
    • 1.5k views

  20. Controlled Group - 2 plans SH options

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

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

    By Dawn Marlar,
    • 7 replies
    • 3.4k views

  22. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 631 views

  23. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 2.8k views

  24. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 1.4k views

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

    By BG5150,
    • 8 replies
    • 2.1k views

  26. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.8k views

  27. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 815 views

  28. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 1.2k views
    • Dan
    • Dan

  29. List of Required Notices

    By metsfan026,
    • 1 reply
    • 869 views

  30. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 5.7k views

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

    By PensionPal,
    • 1 reply
    • 759 views

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

    By TPApril,
    • 3 replies
    • 1.4k views

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

    By patriciab,
    • 4 replies
    • 2.1k views

  34. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 693 views

  35. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 2.1k views

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

    By ERISA guy,
    • 4 replies
    • 1.5k views
    • DAK
    • DAK

  37. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 1.1k views

  38. Cannabis Companies

    By coleboy,
    • 16 replies
    • 3.9k views

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

    By Peter Gulia,   
    • 3 replies
    • 1.1k views

  40. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.8k views

  41. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 7.5k views

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

    By HarleyBabe,
    • 3 replies
    • 788 views

  43. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 762 views

  44. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 3.9k views

  45. After tax conversions to Roth

    By BW,
    • 18 replies
    • 4.3k views

  46. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 548 views

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

    By kmhaab,
    • 7 replies
    • 23.9k views

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

    By metsfan026,
    • 9 replies
    • 2.8k views

  49. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.6k views

  50. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 1.3k views
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