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401(k) Plans

19,489 topics in this forum

  1. 401k and TSP deferrals

    By mjf06241972,
    • 2 replies
    • 1.7k views

  2. Schedule D-Form 5500

    By ratherbereading,
    • 2 replies
    • 994 views

  3. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty,
    • 5 replies
    • 1.2k views

  4. After Tax Contributions

    By Stash026,
    • 3 replies
    • 1.2k views

  5. Safe Harbor Contribution on Wage Settlement Penalty

    By Zoey,
    • 2 replies
    • 1.7k views

  6. Direct Rollover 401k to IRA

    By PensionPrisoner,
    • 5 replies
    • 2k views

  7. Stock sale brother sister

    By pjb1835,
    • 3 replies
    • 1.3k views

  8. Stale Check with Plan Transfer

    By MSN,
    • 9 replies
    • 1.8k views

  9. Elective Contribution Elections -

    By CLE401kGuy,
    • 1 reply
    • 777 views

  10. Interest on Late Deferral Deposits - tiny amounts

    By ldr,   
    • 4 replies
    • 1.7k views

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

    By Guest kgsingletary,
    • 1 reply
    • 3.6k views

  12. Three strikes rule for ADP tests?

    By RayRay,   
    • 6 replies
    • 1.4k views

  13. Short plan year and YOS for vesting

    By doombuggy,
    • 2 replies
    • 2.3k views

  14. non-spouse beneficiary & RMDs

    By doombuggy,
    • 5 replies
    • 1.2k views

  15. Loan Rollover of Offset Loan

    By 52626,
    • 6 replies
    • 2.4k views

  16. EPCRS - Revenue Procedure 2019--19

    By Belgarath,
    • 1 reply
    • 904 views

  17. correction under EPCRS for missed deferrals

    By Barbara,
    • 8 replies
    • 1.6k views

  18. QNEC in testing

    By tpyle,
    • 2 replies
    • 2.9k views

  19. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA,
    • 5 replies
    • 1.3k views

  20. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu,
    • 6 replies
    • 3.5k views

  21. ADP Refund After $$ rolled out of plan

    By ratherbereading,   
    • 1 reply
    • 1.7k views

  22. Service Based Match Rate Fails BRF Test

    By Earl,
    • 2 replies
    • 1.1k views

  23. Rev Proc 2019-19 and delinquent loans

    By ERISARocks,   
    • 7 replies
    • 2.7k views

  24. terminating a safe harbor plan due to retirement

    By cpc0506,   
    • 5 replies
    • 2.6k views

  25. Missed sending Disclosure

    By shadowgun1102,
    • 3 replies
    • 1.2k views

  26. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k,
    • 3 replies
    • 3.5k views

  27. Employees unionize, match not bargained

    By JustnERPA,
    • 5 replies
    • 2.3k views

  28. Allocation schedule vs. Payroll report

    By 401king,
    • 4 replies
    • 2.5k views

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

    By matthny,
    • 3 replies
    • 906 views

  30. Minimum Required Distribution

    By Scott50,
    • 3 replies
    • 1.3k views

  31. GUST Basic Plan Document Search

    By steverenner,
    • 5 replies
    • 1.8k views

  32. Controlled Group or Multi Employer Plan??

    By Pammie57,
    • 1 reply
    • 626 views

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

    By HarleyBabe,
    • 4 replies
    • 1.1k views

  34. Marriage after designation of death beneficiary

    By J Simmons,
    • 9 replies
    • 4.8k views

  35. Removing True Up mid year from Safe Harbor Plan

    By 52626,
    • 3 replies
    • 2.9k views

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

    By 401king,
    • 7 replies
    • 4.8k views

  37. Charitable Donation of RMD

    By ldr,   
    • 17 replies
    • 2.9k views

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

    By Sammiemor,
    • 6 replies
    • 4.6k views

  39. Match True UP

    By 52626,
    • 3 replies
    • 818 views

  40. Naming Individual as "Directed Trustee"

    By austin3515,
    • 6 replies
    • 1.3k views

  41. Date of Adoption Agreement Signatures

    By khn,
    • 12 replies
    • 4k views

  42. Student Loan Program - Match Exclusion Method

    By Gruegen,
    • 4 replies
    • 1k views

  43. compensation question yet again!!

    By pmacduff,
    • 1 reply
    • 796 views

  44. Current EACA change

    By pmacduff,
    • 1 reply
    • 1.1k views

  45. Hardship Distributions / Elective Deferral Prohibition

    By hch4cpa,
    • 3 replies
    • 1.1k views

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

    By chuTzPA,
    • 3 replies
    • 764 views

  47. IRS Pension Plan Burden Survey

    By austin3515,
    • 4 replies
    • 950 views

  48. Control Group to Multiple ER plan

    By doombuggy,   
    • 0 replies
    • 497 views

  49. Control Group Coverage Test

    By pixmax,
    • 7 replies
    • 1.5k views

  50. SNHEC with Match and PS?

    By Janie Kaminski,
    • 2 replies
    • 926 views
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