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401(k) Plans

19,321 topics in this forum

  1. SH starts mid year, what comp?

    By BG5150,
    • 11 replies
    • 2.5k views

  2. QRDO Quandary 1 2

    By ldr,   
    • 70 replies
    • 9.4k views
    • ldr
    • ldr

  3. safe harbor when business commmenced 7/1

    By thepensionmaven,
    • 4 replies
    • 775 views

  4. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 4.5k views

  5. Solo 401k TPA working with an advisor

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

  6. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 464 views

  7. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 842 views

  8. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 639 views

  9. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 507 views

  10. 5330 line 3b

    By Lou81,
    • 3 replies
    • 949 views

  11. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 749 views

  12. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1k views

  13. 3(16)

    By austin3515,
    • 12 replies
    • 1.2k views

  14. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 652 views

  15. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 1.7k views

  16. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 1.9k views

  17. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 874 views

  18. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 541 views

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

    By austin3515,
    • 56 replies
    • 6.3k views

  20. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 1.8k views

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

    By ERISAGal,   
    • 21 replies
    • 2.4k views

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

    By lcollins300,   
    • 3 replies
    • 970 views

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

    By BG5150,
    • 1 reply
    • 618 views

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

    By ldr,   
    • 5 replies
    • 746 views

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

    By WCC,
    • 6 replies
    • 1.9k views

  26. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  27. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.2k views

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

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

  29. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.6k views

  30. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

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

    By jpdc,
    • 0 replies
    • 739 views

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

    By PainPA,
    • 3 replies
    • 977 views

  33. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.5k views

  34. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.1k views

  35. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 535 views

  36. Loans

    By Tmile1928,
    • 1 reply
    • 633 views

  37. 404a-5 requirements

    By Will,
    • 1 reply
    • 894 views

  38. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.1k views

  39. Loan help

    By greg,
    • 4 replies
    • 546 views

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

    By M Norton,
    • 1 reply
    • 572 views

  41. Safe Harbor 401k Closing / Contribution Requirements

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

  42. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 5.5k views

  43. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.4k views

  44. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 591 views

  45. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  46. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 581 views

  47. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 2.8k views

  48. In Plan Roth Rollover - After Tax Basis Recovery

    By Gruegen,
    • 1 reply
    • 779 views

  49. Catch up contributions for short plan year

    By Pixie,   
    • 2 replies
    • 1k views

  50. Amending SH effective date

    By BG5150,
    • 3 replies
    • 516 views
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