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401(k) Plans

19,362 topics in this forum

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

    By matthny,
    • 3 replies
    • 529 views

  2. Minimum Required Distribution

    By Scott50,
    • 3 replies
    • 1k views

  3. GUST Basic Plan Document Search

    By steverenner,
    • 5 replies
    • 1.3k views

  4. Controlled Group or Multi Employer Plan??

    By Pammie57,
    • 1 reply
    • 443 views

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

    By HarleyBabe,
    • 4 replies
    • 916 views

  6. Marriage after designation of death beneficiary

    By J Simmons,
    • 9 replies
    • 4.1k views

  7. Removing True Up mid year from Safe Harbor Plan

    By 52626,
    • 3 replies
    • 2.5k views

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

    By 401king,
    • 7 replies
    • 3.9k views

  9. Charitable Donation of RMD

    By ldr,   
    • 17 replies
    • 2.3k views

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

    By Sammiemor,
    • 6 replies
    • 4.2k views

  11. Match True UP

    By 52626,
    • 3 replies
    • 559 views

  12. Naming Individual as "Directed Trustee"

    By austin3515,
    • 6 replies
    • 978 views

  13. Date of Adoption Agreement Signatures

    By khn,
    • 12 replies
    • 3.2k views

  14. Student Loan Program - Match Exclusion Method

    By Gruegen,
    • 4 replies
    • 745 views

  15. compensation question yet again!!

    By pmacduff,
    • 1 reply
    • 666 views

  16. Current EACA change

    By pmacduff,
    • 1 reply
    • 863 views

  17. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa,
    • 3 replies
    • 864 views

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

    By chuTzPA,
    • 3 replies
    • 569 views

  19. IRS Pension Plan Burden Survey

    By austin3515,
    • 4 replies
    • 695 views

  20. Control Group to Multiple ER plan

    By doombuggy,   
    • 0 replies
    • 371 views

  21. Control Group Coverage Test

    By pixmax,
    • 7 replies
    • 1.1k views

  22. SNHEC with Match and PS?

    By Janie Kaminski,
    • 2 replies
    • 710 views

  23. Default Enrollments - how important are they?

    By ldr,   
    • 3 replies
    • 1.1k views

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

    By Cardscrazy,   
    • 13 replies
    • 1.7k views

  25. Ransomware / Missed Deferrals

    By TPA Bob,   
    • 0 replies
    • 589 views

  26. Control Group

    By pixmax,
    • 4 replies
    • 593 views

  27. Late Loan Offset

    By 401(k)athryn,
    • 7 replies
    • 2k views

  28. Eligibility

    By thepensionmaven,
    • 5 replies
    • 2.3k views

  29. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin,
    • 10 replies
    • 1.2k views

  30. Independent Contractor - Prior Service

    By 52626,
    • 4 replies
    • 1.8k views

  31. Successor Plan question

    By Belgarath,
    • 0 replies
    • 437 views

  32. Two Plans, both provide Top Heavy

    By Kac1214,
    • 5 replies
    • 1.8k views

  33. Sample 404a5 Notice with Employer Securities

    By austin3515,
    • 0 replies
    • 633 views

  34. Rules on NRA with Market-value adjustment

    By CFP,
    • 6 replies
    • 1.4k views

  35. College Tuition 401k Hardship Withdrawal Question

    By College Run,
    • 2 replies
    • 3k views

  36. Safe Harbor 401(k) Plan/Failed 414s compensation test

    By rew,
    • 12 replies
    • 7.2k views

  37. Vesting

    By wifrbr,
    • 6 replies
    • 1.4k views

  38. HCE Determination - Acquisition

    By CBenefits,
    • 1 reply
    • 730 views

  39. Plan Audit Fees Charged to the Plan?

    By Pammie57,
    • 7 replies
    • 4.7k views

  40. Combining Sources

    By 401k Nut,   
    • 7 replies
    • 614 views

  41. Definition of Actively Employed...

    By Stash026,
    • 2 replies
    • 1.6k views

  42. Per Stirpes Beneficiary Designation

    By sdix401k,
    • 6 replies
    • 2.9k views

  43. Corbel / Collapsible Adoption Agreement

    By austin3515,
    • 7 replies
    • 2.9k views

  44. RMD on 401-k

    By KevinMc,
    • 4 replies
    • 948 views

  45. Profit Sharing after taxes are filed

    By 401Kerfuffle,
    • 1 reply
    • 539 views

  46. Mid Year Amendment to Safe Harbor Plan

    By 401(k)athryn,
    • 2 replies
    • 1.5k views

  47. Loan Maintenance Fees Added at new Vendor

    By CLKent23,
    • 0 replies
    • 330 views

  48. Roll IRA Into 401(k) Plan

    By Scott50,
    • 2 replies
    • 842 views

  49. Hours required for Vesting Year of Service

    By AATPA,
    • 17 replies
    • 1.9k views

  50. Reclassify After-tax as Roth

    By mrslappywhite,
    • 3 replies
    • 1.3k views
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