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401(k) Plans

19,275 topics in this forum

  1. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 2.9k views

  2. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  3. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 917 views

  4. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.2k views

  5. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.4k views

  6. SMM For New Hardship Rules

    By austin3515,
    • 40 replies
    • 5.1k views

  7. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 544 views

  8. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 231 views

  9. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 5.6k views

  10. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 3.7k views

  11. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.1k views

  12. Correcting Failed Compensation Test in Safe Harbor 401(k) Plan

    By PensionPro,   
    • 2 replies
    • 1k views

  13. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1k views

  14. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 502 views

  15. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 1.4k views

  16. Can an Affiliated Service Group Create a Control Group?

    By TN CPA,   
    • 1 reply
    • 421 views

  17. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 2.7k views

  18. SHNEC deposit for 2017 plan year not made until now

    By MarZDoates,
    • 5 replies
    • 737 views

  19. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 284 views

  20. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 3k views

  21. Schedule A vs. Schedule C: TPA Compensation

    By ldr,   
    • 4 replies
    • 1.6k views
    • ldr
    • ldr

  22. Adding Target-Date Funds as QDIA- Committee Procedures

    By kshawbenefits,   
    • 5 replies
    • 671 views

  23. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 973 views

  24. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 827 views

  25. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 1.8k views

  26. Seeking Clarity on Year-End Deadline for Using Forfeitures

    By 401 Chaos,
    • 2 replies
    • 1.1k views

  27. Forfeiture Reversion to Employer (sort of) ?

    By legort69,
    • 8 replies
    • 1.5k views

  28. Voluntary Contributions

    By thepensionmaven,
    • 7 replies
    • 1.1k views

  29. Ft Wm Volume Submitter PSP with CODA

    By J Simmons,
    • 0 replies
    • 500 views

  30. Is it okay for a plan’s investment menu to include a non-diversified alternative?

    By Peter Gulia,   
    • 11 replies
    • 2.1k views

  31. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 680 views

  32. Excluding fringe benefits

    By Chippy,
    • 2 replies
    • 938 views

  33. Discretionary Match - Different Rates for Union and non Union

    By MarZDoates,
    • 2 replies
    • 687 views

  34. Maximum loan limits

    By Ajillity,
    • 4 replies
    • 853 views

  35. 12b-1 fees paid after a plan liquidation

    By With Appreciation....,
    • 3 replies
    • 1.2k views

  36. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views

  37. Removing Auto Enrollment

    By Gilmore,
    • 0 replies
    • 1.1k views

  38. QACA auto enrollment % change January 1

    By WCC,
    • 0 replies
    • 593 views
    • WCC
    • WCC

  39. furloughs

    By R. Butler,
    • 5 replies
    • 2.2k views

  40. Hardship Withdrawal

    By Pammie57,
    • 2 replies
    • 909 views

  41. Where are the COLAs??

    By austin3515,
    • 18 replies
    • 2k views

  42. possible change to safe harbor plans

    By Tom Poje,
    • 3 replies
    • 696 views

  43. Annual Safe Harbor Compensation Limit

    By coleboy,
    • 4 replies
    • 726 views

  44. coordination of benefits between two plans

    By BW,
    • 4 replies
    • 634 views

  45. special valuation of a pooled profit sharing account

    By Pixie,   
    • 4 replies
    • 2.2k views

  46. Excluding certain HCEs by name and a rate group question

    By ldr,   
    • 6 replies
    • 1.7k views
    • ldr
    • ldr

  47. Initial 3 month Safe Harbor 401(k Plan Year

    By Schwiggin,
    • 2 replies
    • 1.3k views

  48. Withholding on under $200 Distribution

    By Stash026,
    • 2 replies
    • 3.7k views

  49. Control Group no longer and new plan

    By cpc0506,
    • 5 replies
    • 651 views

  50. Amending the Profit Sharing feature of a SH Plan

    By Barbara,
    • 8 replies
    • 3.8k views
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