Jump to content

401(k) Plans

19,275 topics in this forum

  1. match formula based on compensation bandwidths

    By WCC,
    • 5 replies
    • 1.4k views

  2. Form 1099-R not filed for deemed loan

    By DDB BN,
    • 5 replies
    • 1.2k views

  3. Cross Tested, 3% SH, and Top Heavy, Gateway Comp

    By Mr Bagwell,   
    • 3 replies
    • 1.1k views

  4. Where are the COLAs?

    By austin3515,
    • 10 replies
    • 1.1k views

  5. Cessation of participation by a participating employer

    By pensiongeek,
    • 2 replies
    • 637 views

  6. Reporting ERISA Bond amount on the 5500

    By ldr,   
    • 2 replies
    • 1.1k views
    • ldr
    • ldr

  7. Solo K with statutory Eees

    By pjb1835,
    • 13 replies
    • 1.1k views

  8. Controlled Group, Separate Lines of Business, BRF

    By Gadgetfreak,
    • 1 reply
    • 446 views

  9. Overpayment due to vesting error

    By njkotz28,   
    • 9 replies
    • 2.8k views

  10. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna,   
    • 14 replies
    • 2.3k views
    • Bird
    • Bird

  11. Filed Form 5558 and now we determine 5500 is not required

    By ESI2015,
    • 5 replies
    • 1.9k views

  12. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael,   
    • 6 replies
    • 2.7k views

  13. 2016 Safe Harbor Contribution missed

    By Mr401k,
    • 1 reply
    • 407 views
    • JRD
    • JRD

  14. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace,   
    • 2 replies
    • 1.4k views

  15. New Hardship Guidelines - Impact of in-service distributions

    By jim241,   
    • 11 replies
    • 1.9k views

  16. Owner 401(k) deferral deadline - quick question

    By ratherbereading,
    • 13 replies
    • 1.6k views

  17. Individually designed 401(k) restatement?

    By kmhaab,
    • 2 replies
    • 473 views

  18. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof,   
    • 14 replies
    • 2.3k views

  19. Correcting Participant Theft from Plan

    By Dalai Pookah,   
    • 5 replies
    • 700 views

  20. Rollover Withdrawal from Retirement Plan

    By mjf06241972,
    • 1 reply
    • 369 views

  21. Safe harbor notices and hardship changes

    By JPIngold,
    • 3 replies
    • 845 views

  22. 401k Deferral election made after entry date

    By DDB BN,
    • 13 replies
    • 3.8k views

  23. Stop my loan payments

    By 52626,
    • 4 replies
    • 2.9k views

  24. DOL Investment Guidance

    By MjInvestments,
    • 4 replies
    • 857 views

  25. Deferred Vested Benefit (401k plan)

    By legort69,
    • 8 replies
    • 4.6k views

  26. Vested Amount of 401k meaning

    By dbm,
    • 5 replies
    • 6.9k views

  27. 401k Loan Payments Not Stopped

    By apcf,
    • 7 replies
    • 1.6k views

  28. Deadline for 401(k) hardship amendment

    By S Derrin Watson,   
    • 4 replies
    • 992 views

  29. Deferrals stopped ... new owners - new payroll service

    By K-t-F,
    • 9 replies
    • 1.1k views

  30. Annual Notice Requirement for Spouse Only Plan

    By Sue,
    • 2 replies
    • 468 views

  31. In-plan Roth conversion Relius document question

    By ESI2015,
    • 2 replies
    • 1.3k views

  32. Schwab Small Biz 401k

    By pb401k,
    • 1 reply
    • 603 views

  33. Excluding Leased Employees

    By BG5150,
    • 5 replies
    • 3.3k views

  34. calendar year match true up, off calendar year plan

    By TommyGunn13,
    • 0 replies
    • 432 views

  35. Fiduciary's Individual Investments Track Those of Plan as to Which He/She is a Fiduciary

    By Yesrod5,
    • 2 replies
    • 541 views

  36. Hardship Tax Withholding Requirements

    By 401king,
    • 9 replies
    • 9.5k views

  37. Cashing out 401k

    By hawkeye1959,
    • 5 replies
    • 1.2k views

  38. 90 day return of deferrals allowed in QACA?

    By BG5150,
    • 5 replies
    • 1.4k views

  39. Contingent Benefit Rule

    By EBECatty,
    • 8 replies
    • 1.8k views

  40. Death benefit to minor

    By baileybear,
    • 1 reply
    • 1k views

  41. Plan loan

    By BW,
    • 0 replies
    • 603 views
    • BW
    • BW

  42. after tax deposit deadline

    By cdavis25,
    • 3 replies
    • 737 views

  43. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab,
    • 1 reply
    • 525 views

  44. ADP vs. 402g failure - priority?

    By AlbanyConsultant,
    • 5 replies
    • 2.8k views

  45. Plan amended during Plan year to stop safe harbor match -how does that affect Top Heavy?

    By Pammie57,
    • 2 replies
    • 656 views

  46. Effective date of plan deconverting from a MEP

    By ComplianceCop,
    • 3 replies
    • 1.1k views

  47. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga,
    • 5 replies
    • 1.2k views

  48. Employer contribution by salary reduction

    By spiritrider,
    • 7 replies
    • 2k views

  49. self employed catch up

    By DDB BN,
    • 4 replies
    • 948 views

  50. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions,   
    • 10 replies
    • 5.3k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept