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401(k) Plans

19,334 topics in this forum

  1. Stock sale brother sister

    By pjb1835,
    • 3 replies
    • 1k views

  2. Stale Check with Plan Transfer

    By MSN,
    • 9 replies
    • 1.4k views

  3. Elective Contribution Elections -

    By CLE401kGuy,
    • 1 reply
    • 545 views

  4. Interest on Late Deferral Deposits - tiny amounts

    By ldr,   
    • 4 replies
    • 1.4k views

  5. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary,
    • 1 reply
    • 3.5k views

  6. Three strikes rule for ADP tests?

    By RayRay,   
    • 6 replies
    • 1.2k views

  7. Short plan year and YOS for vesting

    By doombuggy,
    • 2 replies
    • 2k views

  8. non-spouse beneficiary & RMDs

    By doombuggy,
    • 5 replies
    • 952 views

  9. Loan Rollover of Offset Loan

    By 52626,
    • 6 replies
    • 2k views

  10. EPCRS - Revenue Procedure 2019--19

    By Belgarath,
    • 1 reply
    • 730 views

  11. correction under EPCRS for missed deferrals

    By Barbara,
    • 8 replies
    • 1.3k views

  12. QNEC in testing

    By tpyle,
    • 2 replies
    • 2.5k views

  13. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA,
    • 5 replies
    • 849 views

  14. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu,
    • 6 replies
    • 2k views

  15. ADP Refund After $$ rolled out of plan

    By ratherbereading,   
    • 1 reply
    • 1.5k views

  16. Service Based Match Rate Fails BRF Test

    By Earl,
    • 2 replies
    • 822 views

  17. Rev Proc 2019-19 and delinquent loans

    By ERISARocks,   
    • 7 replies
    • 2.3k views

  18. terminating a safe harbor plan due to retirement

    By cpc0506,   
    • 5 replies
    • 2.2k views

  19. Missed sending Disclosure

    By shadowgun1102,
    • 3 replies
    • 938 views

  20. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k,
    • 3 replies
    • 3k views

  21. Employees unionize, match not bargained

    By JustnERPA,
    • 5 replies
    • 1.9k views

  22. Allocation schedule vs. Payroll report

    By 401king,
    • 4 replies
    • 1.8k views

  23. Age limit to after-tax 401(k) w/conversions to Roth?

    By matthny,
    • 3 replies
    • 522 views

  24. Minimum Required Distribution

    By Scott50,
    • 3 replies
    • 1k views

  25. GUST Basic Plan Document Search

    By steverenner,
    • 5 replies
    • 1.3k views

  26. Controlled Group or Multi Employer Plan??

    By Pammie57,
    • 1 reply
    • 435 views

  27. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

    By HarleyBabe,
    • 4 replies
    • 902 views

  28. Marriage after designation of death beneficiary

    By J Simmons,
    • 9 replies
    • 4k views

  29. Removing True Up mid year from Safe Harbor Plan

    By 52626,
    • 3 replies
    • 2.5k views

  30. Start new 401(k) within 12 months of terminating PSP?

    By 401king,
    • 7 replies
    • 3.8k views

  31. Charitable Donation of RMD

    By ldr,   
    • 17 replies
    • 2.3k views

  32. QKA (DC-1 and DC-2) used materials

    By Sammiemor,
    • 6 replies
    • 4.1k views

  33. Match True UP

    By 52626,
    • 3 replies
    • 551 views

  34. Naming Individual as "Directed Trustee"

    By austin3515,
    • 6 replies
    • 949 views

  35. Date of Adoption Agreement Signatures

    By khn,
    • 12 replies
    • 3.2k views

  36. Student Loan Program - Match Exclusion Method

    By Gruegen,
    • 4 replies
    • 720 views

  37. compensation question yet again!!

    By pmacduff,
    • 1 reply
    • 663 views

  38. Current EACA change

    By pmacduff,
    • 1 reply
    • 855 views

  39. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa,
    • 3 replies
    • 846 views

  40. Plan Design - owner w/low pay wants higher contributions

    By chuTzPA,
    • 3 replies
    • 550 views

  41. IRS Pension Plan Burden Survey

    By austin3515,
    • 4 replies
    • 680 views

  42. Control Group to Multiple ER plan

    By doombuggy,   
    • 0 replies
    • 363 views

  43. Control Group Coverage Test

    By pixmax,
    • 7 replies
    • 1.1k views

  44. SNHEC with Match and PS?

    By Janie Kaminski,
    • 2 replies
    • 698 views

  45. Default Enrollments - how important are they?

    By ldr,   
    • 3 replies
    • 1k views

  46. Plan Sponsor For Years Over Contributed to 401(k)

    By Cardscrazy,   
    • 13 replies
    • 1.7k views

  47. Ransomware / Missed Deferrals

    By TPA Bob,   
    • 0 replies
    • 575 views

  48. Control Group

    By pixmax,
    • 4 replies
    • 585 views

  49. Late Loan Offset

    By 401(k)athryn,
    • 7 replies
    • 1.9k views

  50. Eligibility

    By thepensionmaven,
    • 5 replies
    • 2.2k views
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