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401(k) Plans

19,362 topics in this forum

  1. Short Question

    By Dougsbpc,
    • 4 replies
    • 879 views
    • Bri
    • Bri

  2. 401(k) subsequent events disclosure

    By Sara,
    • 1 reply
    • 1k views

  3. Plan Design - Using Staffing Company

    By PFranckowiak,
    • 3 replies
    • 2.4k views

  4. Who is counted as an NHCE

    By LHW,
    • 3 replies
    • 1.3k views

  5. safe harbor when business commmenced 7/1

    By thepensionmaven,
    • 4 replies
    • 805 views

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

    By BG5150,
    • 11 replies
    • 1.7k views

  7. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k,
    • 1 reply
    • 697 views

  8. Prevailing wage

    By Evelyn,
    • 4 replies
    • 1k views

  9. 457 and Catch-Up Contributions

    By MTWeeks,
    • 2 replies
    • 491 views

  10. SH starts mid year, what comp?

    By BG5150,
    • 11 replies
    • 2.6k views

  11. Benefits, rights and features testing

    By Barbara,   
    • 4 replies
    • 5k views

  12. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 4.9k views

  13. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 455 views

  14. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.7k views

  15. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 477 views

  16. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 855 views

  17. 5330 line 3b

    By Lou81,
    • 3 replies
    • 976 views

  18. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 651 views

  19. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 525 views

  20. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1.1k views

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

    By ERISAGal,   
    • 21 replies
    • 2.5k views

  22. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 768 views

  23. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 669 views

  24. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 1.8k views

  25. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.1k views

  26. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 563 views

  27. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 902 views

  28. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 1.9k views

  29. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 1.9k views

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

    By lcollins300,   
    • 3 replies
    • 995 views

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

    By WCC,
    • 6 replies
    • 1.9k views

  32. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.6k views

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

    By ldr,   
    • 5 replies
    • 772 views

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

    By BG5150,
    • 1 reply
    • 637 views

  35. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  36. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.3k views

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

    By PainPA,
    • 3 replies
    • 998 views

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

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

  39. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

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

    By jpdc,
    • 0 replies
    • 756 views

  41. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 11.1k views

  42. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.6k views

  43. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  44. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 553 views

  45. 404a-5 requirements

    By Will,
    • 1 reply
    • 938 views

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

    By M Norton,
    • 1 reply
    • 605 views

  47. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.2k views

  48. Loans

    By Tmile1928,
    • 1 reply
    • 649 views

  49. Loan help

    By greg,
    • 4 replies
    • 564 views

  50. Safe Harbor 401k Closing / Contribution Requirements

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