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401(k) Plans

19,526 topics in this forum

  1. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 1.6k views

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

    By BG5150,
    • 8 replies
    • 2.3k views

  3. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 2k views

  4. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 889 views

  5. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 1.3k views
    • Dan
    • Dan

  6. List of Required Notices

    By metsfan026,
    • 1 reply
    • 960 views

  7. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 6.1k views

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

    By PensionPal,
    • 1 reply
    • 826 views

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

    By TPApril,
    • 3 replies
    • 1.6k views

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

    By patriciab,
    • 4 replies
    • 2.4k views

  11. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 835 views

  12. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 2.3k views

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

    By ERISA guy,
    • 4 replies
    • 1.6k views
    • DAK
    • DAK

  14. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 1.3k views

  15. Cannabis Companies

    By coleboy,
    • 16 replies
    • 4.2k views

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

    By Peter Gulia,   
    • 3 replies
    • 1.3k views

  17. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 2k views

  18. Funeral expenses for hardship distribution

    By austin3515,
    • 19 replies
    • 8k views

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

    By HarleyBabe,
    • 3 replies
    • 902 views

  20. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 874 views

  21. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 4.5k views

  22. After tax conversions to Roth

    By BW,
    • 18 replies
    • 4.9k views

  23. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 616 views

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

    By kmhaab,
    • 7 replies
    • 25k views

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

    By metsfan026,
    • 9 replies
    • 3.2k views

  26. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.8k views

  27. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 1.5k views

  28. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath,
    • 2 replies
    • 2k views

  29. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 2.2k views

  30. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.7k views

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

    By EBECatty,
    • 9 replies
    • 3k views

  32. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 955 views

  33. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 776 views

  34. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 920 views

  35. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 2.6k views

  36. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 3.9k views

  37. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 963 views

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

    By Benguru25,
    • 1 reply
    • 870 views

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

    By TPApril,
    • 4 replies
    • 1.5k views

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

    By Basically,
    • 4 replies
    • 845 views

  41. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 1.3k views

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

    By stephen20,
    • 3 replies
    • 3k views

  43. Match Allocations and Annual Compensation Limits

    By King of Queens,
    • 12 replies
    • 8.6k views

  44. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 1.4k views

  45. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 1.6k views

  46. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 9.4k views

  47. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.6k views

  48. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 933 views

  49. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 656 views

  50. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 3.6k views
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