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401(k) Plans

19,489 topics in this forum

  1. ADP Testing

    By PFranckowiak,
    • 4 replies
    • 1.5k views

  2. Late contributions to 401k. Use DOL calculator for all contribution types?

    By Francis,
    • 22 replies
    • 8.9k views

  3. Plan Termination

    By KevinMc,
    • 6 replies
    • 2.4k views

  4. Deadline for profit sharing if short plan year follows

    By Mr401k,
    • 1 reply
    • 607 views

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

    By BG5150,
    • 3 replies
    • 1k views

  6. 3(16) Signing Plan Documents

    By austin3515,
    • 9 replies
    • 2k views

  7. Relius Documents - Spanish Notices

    By austin3515,
    • 4 replies
    • 1.1k views

  8. pooled accounts - separate for actives and terminees?

    By TPApril,
    • 15 replies
    • 1.8k views

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

    By Vlad401k,
    • 2 replies
    • 691 views

  10. Terminated employee with undeposited match

    By S. Weekley,
    • 10 replies
    • 2k views
    • Bri
    • Bri

  11. Overlap between Auto election period and a Blackout period

    By Sidney,
    • 2 replies
    • 1.1k views

  12. Mid Year Increase to SH Match Formula

    By AJ North,
    • 1 reply
    • 773 views

  13. Mortgage as an investment

    By DDB BN,
    • 5 replies
    • 1.2k views

  14. match formula based on compensation bandwidths

    By WCC,
    • 5 replies
    • 1.8k views

  15. fiscal year and catchup

    By hileman,
    • 5 replies
    • 1.6k views

  16. Solo 401(k) Plan and related employer

    By Dougsbpc,
    • 4 replies
    • 1.3k views

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

    By Combo Program Specialist,   
    • 3 replies
    • 2.2k views

  18. Tax deductible and plan termination with no eligible compensation

    By tghooper,
    • 3 replies
    • 998 views

  19. Investment direction as an allocation condition

    By Peter Gulia,
    • 27 replies
    • 2.9k views

  20. Top Heavy

    By Walter,
    • 7 replies
    • 1.3k views

  21. Auto Enroll w/Auto Escalate

    By Tracy Fedele,
    • 5 replies
    • 2.4k views

  22. Participant Loan - Cure Period

    By 52626,
    • 3 replies
    • 1.7k views

  23. Successor Plan Rule

    By K2,
    • 1 reply
    • 835 views

  24. Prevailing Wage and 401k

    By mjf06241972,
    • 6 replies
    • 6.4k views

  25. 414 Compensation testing

    By PFranckowiak,
    • 0 replies
    • 493 views

  26. Highly Compensated in NonProfit

    By coleboy,
    • 7 replies
    • 3.8k views

  27. Partial Correction of ADP Test

    By nancy,   
    • 1 reply
    • 899 views

  28. Cessation of participation by a participating employer

    By pensiongeek,
    • 2 replies
    • 974 views

  29. Missed Loan Payments

    By MGOAdmin,   
    • 0 replies
    • 740 views

  30. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof,   
    • 14 replies
    • 3.1k views

  31. Form 1099-R not filed for deemed loan

    By DDB BN,
    • 5 replies
    • 1.7k views

  32. Safe Harbor Match maximum formula

    By Brian Gallagher,
    • 3 replies
    • 8.3k views

  33. Overpayment due to vesting error

    By njkotz28,   
    • 9 replies
    • 3.5k views

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

    By Mr Bagwell,   
    • 3 replies
    • 1.4k views

  35. Solo K with statutory Eees

    By pjb1835,
    • 13 replies
    • 1.7k views

  36. Where are the COLAs?

    By austin3515,
    • 10 replies
    • 1.5k views

  37. Individually designed 401(k) restatement?

    By kmhaab,
    • 2 replies
    • 712 views

  38. Reporting ERISA Bond amount on the 5500

    By ldr,   
    • 2 replies
    • 1.5k views
    • ldr
    • ldr

  39. Controlled Group, Separate Lines of Business, BRF

    By Gadgetfreak,
    • 1 reply
    • 682 views

  40. Contingent Benefit Rule

    By EBECatty,
    • 8 replies
    • 2.3k views

  41. Deadline for 401(k) hardship amendment

    By S Derrin Watson,   
    • 4 replies
    • 1.2k views

  42. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael,   
    • 6 replies
    • 3.5k views

  43. 2016 Safe Harbor Contribution missed

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

  44. 401(k) to 403(b) spin-off/merger within same controlled group?

    By Footnote12,   
    • 2 replies
    • 1.7k views

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

    By ESI2015,
    • 5 replies
    • 2.4k views

  46. Correcting Participant Theft from Plan

    By Dalai Pookah,   
    • 5 replies
    • 1.2k views

  47. 3(16)

    By austin3515,
    • 12 replies
    • 1.7k views

  48. RMD VCP Application

    By austin3515,
    • 10 replies
    • 1.8k views

  49. Safe harbor notices and hardship changes

    By JPIngold,
    • 3 replies
    • 1.1k views

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

    By ratherbereading,
    • 13 replies
    • 2.1k views
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