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401(k) Plans

19,407 topics in this forum

  1. Overpayment due to vesting error

    By njkotz28,   
    • 9 replies
    • 3.2k views

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

    By Mr Bagwell,   
    • 3 replies
    • 1.3k views

  3. Solo K with statutory Eees

    By pjb1835,
    • 13 replies
    • 1.4k views

  4. Where are the COLAs?

    By austin3515,
    • 10 replies
    • 1.2k views

  5. Individually designed 401(k) restatement?

    By kmhaab,
    • 2 replies
    • 557 views

  6. Reporting ERISA Bond amount on the 5500

    By ldr,   
    • 2 replies
    • 1.3k views
    • ldr
    • ldr

  7. Controlled Group, Separate Lines of Business, BRF

    By Gadgetfreak,
    • 1 reply
    • 507 views

  8. Contingent Benefit Rule

    By EBECatty,
    • 8 replies
    • 2k views

  9. Deadline for 401(k) hardship amendment

    By S Derrin Watson,   
    • 4 replies
    • 1.1k views

  10. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael,   
    • 6 replies
    • 3.1k views

  11. 2016 Safe Harbor Contribution missed

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

  12. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace,   
    • 2 replies
    • 1.5k views

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

    By ESI2015,
    • 5 replies
    • 2.1k views

  14. Correcting Participant Theft from Plan

    By Dalai Pookah,   
    • 5 replies
    • 841 views

  15. 3(16)

    By austin3515,
    • 12 replies
    • 1.3k views

  16. RMD VCP Application

    By austin3515,
    • 10 replies
    • 1.4k views

  17. Safe harbor notices and hardship changes

    By JPIngold,
    • 3 replies
    • 921 views

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

    By ratherbereading,
    • 13 replies
    • 1.8k views

  19. 401k Deferral election made after entry date

    By DDB BN,
    • 13 replies
    • 5.3k views

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

    By K-t-F,
    • 9 replies
    • 1.2k views

  21. Rollover Withdrawal from Retirement Plan

    By mjf06241972,
    • 1 reply
    • 434 views

  22. Stop my loan payments

    By 52626,
    • 4 replies
    • 3.4k views

  23. Deferred Vested Benefit (401k plan)

    By legort69,
    • 8 replies
    • 5k views

  24. DOL Investment Guidance

    By MjInvestments,
    • 4 replies
    • 983 views

  25. 401k Loan Payments Not Stopped

    By apcf,
    • 7 replies
    • 1.8k views

  26. Vested Amount of 401k meaning

    By dbm,
    • 5 replies
    • 9k views

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

    By austin3515,
    • 56 replies
    • 7.1k views

  28. Excluding Leased Employees

    By BG5150,
    • 5 replies
    • 3.6k views

  29. Hardship Tax Withholding Requirements

    By 401king,
    • 9 replies
    • 13k views

  30. after tax deposit deadline

    By cdavis25,
    • 3 replies
    • 831 views

  31. Annual Notice Requirement for Spouse Only Plan

    By Sue,
    • 2 replies
    • 543 views

  32. Plan with bad loans

    By J Simmons,
    • 3 replies
    • 1.3k views

  33. In-plan Roth conversion Relius document question

    By ESI2015,
    • 2 replies
    • 1.4k views

  34. Schwab Small Biz 401k

    By pb401k,
    • 1 reply
    • 756 views

  35. Cashing out 401k

    By hawkeye1959,
    • 5 replies
    • 1.3k views

  36. 90 day return of deferrals allowed in QACA?

    By BG5150,
    • 5 replies
    • 1.6k views

  37. OOPS Roth conversion

    By SoCalActuary,
    • 5 replies
    • 1.2k views

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

    By TommyGunn13,
    • 0 replies
    • 497 views

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

    By Yesrod5,
    • 2 replies
    • 644 views

  40. ADP vs. 402g failure - priority?

    By AlbanyConsultant,
    • 5 replies
    • 3.2k views

  41. Death benefit to minor

    By baileybear,
    • 1 reply
    • 1.1k views

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

    By kmhaab,
    • 1 reply
    • 593 views

  43. Plan loan

    By BW,
    • 0 replies
    • 669 views
    • BW
    • BW

  44. Form 5558's

    By Pammie57,
    • 14 replies
    • 2.8k views

  45. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga,
    • 5 replies
    • 1.3k views

  46. Employer contribution by salary reduction

    By spiritrider,
    • 7 replies
    • 2.6k views

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

    By Pammie57,
    • 2 replies
    • 733 views

  48. What nondiscrimination testing rules apply to controlled groups?

    By John A,
    • 5 replies
    • 9.8k views

  49. Hardship Withdrawal - Sensitive Medical Expenses

    By hardshipquestions,   
    • 10 replies
    • 6.3k views

  50. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

    By Charles,
    • 4 replies
    • 1.7k views
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