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401(k) Plans

19,321 topics in this forum

  1. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson,
    • 2 replies
    • 881 views

  2. What happens if not all assets out in 12 mos. DC Plan?

    By BG5150,
    • 22 replies
    • 3.2k views

  3. timing of disclosure

    By Jim Bender,
    • 1 reply
    • 423 views

  4. Can create a 2020 SHS plan early December

    By BG5150,
    • 12 replies
    • 996 views

  5. Market Value Adjustment Switching Recordkeepers

    By Albert,   
    • 11 replies
    • 4.2k views

  6. spinoff in CG Safe Harbor plan situation

    By Belgarath,
    • 5 replies
    • 1.1k views

  7. Controlled Group & ASG

    By mromney,
    • 1 reply
    • 938 views

  8. Exclude some NHCE from discretionary match in SH plan

    By BG5150,
    • 9 replies
    • 1.9k views

  9. Is this match ok--controlled group, two plans

    By BG5150,
    • 6 replies
    • 748 views

  10. Is this plan up a creek?

    By BG5150,
    • 10 replies
    • 937 views

  11. Improper distribution of Excess Contributions

    By SEllis,
    • 2 replies
    • 716 views
    • Bri
    • Bri

  12. UK Income

    By MGOAdmin,   
    • 1 reply
    • 627 views

  13. 401(k)/Profit Sharing & ERISA

    By Paul,
    • 3 replies
    • 2k views

  14. Auto Escalation and Flat Dollar Deferral Elections

    By EagerToKnow,   
    • 3 replies
    • 6.2k views

  15. Terminating a MEP

    By LisaS,
    • 2 replies
    • 1k views

  16. Deduction of 401k Contribution for Schedule C Employee

    By Pam S.,
    • 2 replies
    • 1.4k views

  17. failed adp test and statutory exclusions

    By Lou81,
    • 2 replies
    • 723 views

  18. Coupon loans? Why a bad idea?

    By BG5150,
    • 3 replies
    • 1.1k views

  19. Controlled group--different SH's? and/or match?

    By BG5150,
    • 13 replies
    • 4.5k views

  20. Plan Termination

    By KevinMc,
    • 6 replies
    • 1.9k views

  21. eligibility using eligibility service

    By KevinMc,
    • 6 replies
    • 1.1k views

  22. Relius Documents - Spanish Notices

    By austin3515,
    • 4 replies
    • 849 views

  23. Deadline for profit sharing if short plan year follows

    By Mr401k,
    • 1 reply
    • 372 views

  24. Distributions from partially-vested accts--protected?

    By BG5150,
    • 3 replies
    • 781 views

  25. Late Contributions - Lost Earnings 3 Years in a Row

    By Vlad401k,
    • 2 replies
    • 546 views

  26. pooled accounts - separate for actives and terminees?

    By TPApril,
    • 15 replies
    • 1.3k views

  27. Overlap between Auto election period and a Blackout period

    By Sidney,
    • 2 replies
    • 825 views

  28. ADP Testing

    By PFranckowiak,
    • 4 replies
    • 1.1k views

  29. 3(16) Signing Plan Documents

    By austin3515,
    • 9 replies
    • 1.6k views

  30. Terminated employee with undeposited match

    By S. Weekley,
    • 10 replies
    • 1.4k views
    • Bri
    • Bri

  31. Mortgage as an investment

    By DDB BN,
    • 5 replies
    • 868 views

  32. Mid Year Increase to SH Match Formula

    By AJ North,
    • 1 reply
    • 530 views

  33. Tax deductible and plan termination with no eligible compensation

    By tghooper,
    • 3 replies
    • 674 views

  34. Solo 401(k) Plan and related employer

    By Dougsbpc,
    • 4 replies
    • 1.1k views

  35. fiscal year and catchup

    By hileman,
    • 5 replies
    • 1.3k views

  36. Top Heavy

    By Walter,
    • 7 replies
    • 935 views

  37. Safe harbor 3% non-elective contributions - "traditional" vs "QACA"

    By Combo Program Specialist,   
    • 3 replies
    • 1.6k views

  38. Participant Loan - Cure Period

    By 52626,
    • 3 replies
    • 1.3k views

  39. Auto Enroll w/Auto Escalate

    By Tracy Fedele,
    • 5 replies
    • 2k views

  40. Successor Plan Rule

    By K2,
    • 1 reply
    • 663 views

  41. 414 Compensation testing

    By PFranckowiak,
    • 0 replies
    • 357 views

  42. Prevailing Wage and 401k

    By mjf06241972,
    • 6 replies
    • 5.6k views

  43. Missed Loan Payments

    By MGOAdmin,   
    • 0 replies
    • 464 views

  44. Partial Correction of ADP Test

    By nancy,   
    • 1 reply
    • 627 views

  45. Investment direction as an allocation condition

    By Peter Gulia,
    • 27 replies
    • 2k views

  46. ROBS Exit Strategy

    By Seattle260,
    • 14 replies
    • 5.8k views

  47. match formula based on compensation bandwidths

    By WCC,
    • 5 replies
    • 1.4k views

  48. Form 1099-R not filed for deemed loan

    By DDB BN,
    • 5 replies
    • 1.3k views

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

    By Mr Bagwell,   
    • 3 replies
    • 1.2k views

  50. Where are the COLAs?

    By austin3515,
    • 10 replies
    • 1.1k views
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