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401(k) Plans

19,450 topics in this forum

  1. Removing QACA

    By Robin Wilson,
    • 0 replies
    • 450 views

  2. Waiver of Excise tax on late refunds

    By austin3515,
    • 2 replies
    • 1.4k views

  3. Switching to more restrictive vesting schedule

    By Robin Wilson,
    • 13 replies
    • 7.5k views

  4. 401(k) participant market risk and longevity risk

    By mz27514,   
    • 12 replies
    • 1.3k views

  5. Solo(k) - And whether/when 5500's are required

    By Chipwood 24,
    • 6 replies
    • 1.3k views

  6. Eliminated safe harbor match and now discretionary match

    By WCC,
    • 1 reply
    • 407 views

  7. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 638 views

  8. Top Paid Group question

    By legort69,
    • 6 replies
    • 957 views

  9. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

    By austin3515,
    • 18 replies
    • 14k views

  10. fee disclosure didn't include all fees

    By JARichardson,
    • 3 replies
    • 662 views

  11. 415 Limit and Catch-up

    By NW529,   
    • 3 replies
    • 906 views

  12. New plan - short plan year and short sponsor year

    By Jakyasar,
    • 4 replies
    • 1k views

  13. Paying TPA Fees from Plan Assets

    By Pensions2020,
    • 3 replies
    • 1.6k views

  14. Controlled Group Plan Merger Question

    By runningabizness,   
    • 6 replies
    • 1.5k views

  15. Switching from Elapsed Time to Actual Hours

    By Robin Wilson,
    • 1 reply
    • 721 views

  16. Fund Replacement in MultiVendor Plan

    By khn,
    • 2 replies
    • 576 views
    • khn
    • khn

  17. SHNE to SHM

    By thepensionmaven,
    • 4 replies
    • 2.4k views

  18. CARES Act and Hardship under BBA 2018

    By hsctpa,
    • 1 reply
    • 827 views

  19. Tuition Reimbursement

    By Becky Schwing,
    • 1 reply
    • 1.5k views

  20. Hardship Withdrawal Request under final regs

    By Pammie57,
    • 3 replies
    • 1k views

  21. New Plan- Safe Harbor?

    By coleboy,
    • 1 reply
    • 509 views

  22. Change from SH match to 3% SHNEC after match notice?

    By digger,
    • 2 replies
    • 690 views

  23. Still time for loan payment suspensions?

    By Gilmore,
    • 0 replies
    • 464 views

  24. Catchups in Off Calendar Plan

    By Gilmore,
    • 8 replies
    • 1.3k views

  25. Percentage of trustee/participant directed 401k plans

    By spiritrider,
    • 43 replies
    • 8.4k views

  26. Thoughts on the "missing participants" problem?

    By Shuo,
    • 1 reply
    • 506 views

  27. Trustee Dies - no authorized signer

    By Ahuntingus,
    • 4 replies
    • 1.8k views

  28. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa,
    • 6 replies
    • 1.6k views

  29. Change of Ownership for a Company taxed as a Partnership

    By Vlad401k,
    • 1 reply
    • 574 views

  30. W-2 income from employer stock buy-back

    By AndrewZ,
    • 5 replies
    • 1.5k views

  31. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

    By CMC,
    • 0 replies
    • 391 views
    • CMC
    • CMC

  32. HCE-only Discretionary Match with NHCE-only Safe Harbor

    By Plan Doc,
    • 8 replies
    • 2k views

  33. Change to Safe Harbor Formula

    By Stash026,
    • 7 replies
    • 1.3k views

  34. Using COVID dist to pay off loan

    By ratherbereading,
    • 5 replies
    • 865 views

  35. new 401k/safe harbor plan or 2021

    By Jakyasar,
    • 3 replies
    • 1.2k views

  36. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026,
    • 8 replies
    • 1.3k views

  37. Rule of Parity

    By austin3515,
    • 6 replies
    • 5.9k views

  38. Benefits Rights & Features Test for Match

    By Rose,
    • 1 reply
    • 1.1k views

  39. Amending Vesting Schedule

    By austin3515,
    • 24 replies
    • 7.1k views

  40. Rollovers from US plan to PR TSP

    By Chris123,
    • 0 replies
    • 602 views

  41. HC Participant refuses to cash ADP refund checks

    By Belgarath,
    • 13 replies
    • 5.7k views

  42. Auto Enrollment Tax Credit

    By austin3515,
    • 3 replies
    • 874 views

  43. Add Profit Sharing Contribution Type

    By AmyETPA,
    • 2 replies
    • 598 views

  44. Small Real Estate firm to start 401-k

    By KevinMc,
    • 5 replies
    • 1.1k views

  45. QACA Eligibility Can't Start for 2 Months?

    By Francis,
    • 3 replies
    • 857 views

  46. Off Calendar Safe Harbor Startup

    By Gilmore,
    • 1 reply
    • 455 views

  47. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k,
    • 3 replies
    • 1.4k views

  48. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly,
    • 2 replies
    • 970 views

  49. Reasonable Segregation

    By Dagwood,
    • 6 replies
    • 1k views

  50. Exclude Non-U.S. Source Income from Compensation

    By EBECatty,
    • 0 replies
    • 477 views
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