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401(k) Plans

19,275 topics in this forum

  1. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 407 views

  2. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150,
    • 11 replies
    • 1.6k views

  3. Benefits, rights and features testing

    By Barbara,   
    • 4 replies
    • 4.8k views

  4. New 5310-A required?

    By bblaw,
    • 2 replies
    • 1.9k views

  5. SH starts mid year, what comp?

    By BG5150,
    • 11 replies
    • 2.4k views

  6. QRDO Quandary 1 2

    By ldr,   
    • 70 replies
    • 9k views
    • ldr
    • ldr

  7. safe harbor when business commmenced 7/1

    By thepensionmaven,
    • 4 replies
    • 755 views

  8. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 4.1k views

  9. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.6k views

  10. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 445 views

  11. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 822 views

  12. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 620 views

  13. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 483 views

  14. 5330 line 3b

    By Lou81,
    • 3 replies
    • 915 views

  15. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 728 views

  16. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1k views

  17. 3(16)

    By austin3515,
    • 12 replies
    • 1.1k views

  18. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 634 views

  19. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 1.6k views

  20. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 1.9k views

  21. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 850 views

  22. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 527 views

  23. Rebalance 401(k) Account / Participant Loans 1 2

    By austin3515,
    • 56 replies
    • 6k views

  24. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 1.7k views

  25. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal,   
    • 21 replies
    • 2.4k views

  26. Control Group Safe Harbor Plan with two different safe harbor contributions

    By lcollins300,   
    • 3 replies
    • 926 views

  27. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 595 views

  28. Non-Profits and New Comparability - Free Choice?

    By ldr,   
    • 5 replies
    • 727 views

  29. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC,
    • 6 replies
    • 1.8k views

  30. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  31. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.1k views

  32. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!,
    • 1 reply
    • 548 views

  33. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.5k views

  34. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

  35. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 719 views

  36. Roth in Plan Doc but never wanted to offer it

    By PainPA,
    • 3 replies
    • 952 views

  37. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.5k views

  38. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2k views

  39. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 513 views

  40. Loans

    By Tmile1928,
    • 1 reply
    • 613 views

  41. 404a-5 requirements

    By Will,
    • 1 reply
    • 841 views

  42. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2k views

  43. Loan help

    By greg,
    • 4 replies
    • 531 views

  44. sponsor 401(k) and SEP at same time?

    By M Norton,
    • 1 reply
    • 548 views

  45. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111,   
    • 7 replies
    • 808 views
    • Bri
    • Bri

  46. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 5.1k views

  47. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.4k views

  48. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 573 views

  49. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  50. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 568 views
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