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401(k) Plans

19,407 topics in this forum

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

    By HarleyBabe,
    • 4 replies
    • 965 views

  2. Marriage after designation of death beneficiary

    By J Simmons,
    • 9 replies
    • 4.3k views

  3. Removing True Up mid year from Safe Harbor Plan

    By 52626,
    • 3 replies
    • 2.6k views

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

    By 401king,
    • 7 replies
    • 4.3k views

  5. Charitable Donation of RMD

    By ldr,   
    • 17 replies
    • 2.4k views

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

    By Sammiemor,
    • 6 replies
    • 4.3k views

  7. Match True UP

    By 52626,
    • 3 replies
    • 597 views

  8. Naming Individual as "Directed Trustee"

    By austin3515,
    • 6 replies
    • 1.1k views

  9. Date of Adoption Agreement Signatures

    By khn,
    • 12 replies
    • 3.5k views

  10. Student Loan Program - Match Exclusion Method

    By Gruegen,
    • 4 replies
    • 812 views

  11. compensation question yet again!!

    By pmacduff,
    • 1 reply
    • 697 views

  12. Current EACA change

    By pmacduff,
    • 1 reply
    • 893 views

  13. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa,
    • 3 replies
    • 917 views

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

    By chuTzPA,
    • 3 replies
    • 613 views

  15. IRS Pension Plan Burden Survey

    By austin3515,
    • 4 replies
    • 753 views

  16. Control Group to Multiple ER plan

    By doombuggy,   
    • 0 replies
    • 396 views

  17. Control Group Coverage Test

    By pixmax,
    • 7 replies
    • 1.2k views

  18. SNHEC with Match and PS?

    By Janie Kaminski,
    • 2 replies
    • 758 views

  19. Default Enrollments - how important are they?

    By ldr,   
    • 3 replies
    • 1.1k views

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

    By Cardscrazy,   
    • 13 replies
    • 1.9k views

  21. Ransomware / Missed Deferrals

    By TPA Bob,   
    • 0 replies
    • 620 views

  22. Control Group

    By pixmax,
    • 4 replies
    • 635 views

  23. Late Loan Offset

    By 401(k)athryn,
    • 7 replies
    • 2.2k views

  24. Eligibility

    By thepensionmaven,
    • 5 replies
    • 2.4k views

  25. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin,
    • 10 replies
    • 1.5k views

  26. Independent Contractor - Prior Service

    By 52626,
    • 4 replies
    • 1.9k views

  27. Successor Plan question

    By Belgarath,
    • 0 replies
    • 459 views

  28. Two Plans, both provide Top Heavy

    By Kac1214,
    • 5 replies
    • 1.9k views

  29. Sample 404a5 Notice with Employer Securities

    By austin3515,
    • 0 replies
    • 657 views

  30. Rules on NRA with Market-value adjustment

    By CFP,
    • 6 replies
    • 1.5k views

  31. College Tuition 401k Hardship Withdrawal Question

    By College Run,
    • 2 replies
    • 3.2k views

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

    By rew,
    • 12 replies
    • 7.4k views

  33. Vesting

    By wifrbr,
    • 6 replies
    • 1.5k views

  34. HCE Determination - Acquisition

    By CBenefits,
    • 1 reply
    • 768 views

  35. Plan Audit Fees Charged to the Plan?

    By Pammie57,
    • 7 replies
    • 4.8k views

  36. Combining Sources

    By 401k Nut,   
    • 7 replies
    • 678 views

  37. Definition of Actively Employed...

    By Stash026,
    • 2 replies
    • 1.7k views

  38. Per Stirpes Beneficiary Designation

    By sdix401k,
    • 6 replies
    • 3k views

  39. Corbel / Collapsible Adoption Agreement

    By austin3515,
    • 7 replies
    • 2.9k views

  40. RMD on 401-k

    By KevinMc,
    • 4 replies
    • 1k views

  41. Profit Sharing after taxes are filed

    By 401Kerfuffle,
    • 1 reply
    • 587 views

  42. Mid Year Amendment to Safe Harbor Plan

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

  43. Loan Maintenance Fees Added at new Vendor

    By CLKent23,
    • 0 replies
    • 356 views

  44. Roll IRA Into 401(k) Plan

    By Scott50,
    • 2 replies
    • 874 views

  45. Hours required for Vesting Year of Service

    By AATPA,
    • 17 replies
    • 2.1k views

  46. Reclassify After-tax as Roth

    By mrslappywhite,
    • 3 replies
    • 1.4k views

  47. Student Loan 401(k) program

    By bmore1147,
    • 9 replies
    • 1.2k views

  48. Employer has been notified of "invalid" SSNs

    By cheersmate,   
    • 7 replies
    • 3.7k views

  49. determining what are salary deferrals

    By AJC,
    • 6 replies
    • 1.6k views
    • AJC
    • AJC

  50. after-tax employee contributions

    By Santo Gold,
    • 7 replies
    • 1.9k views
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