Jump to content

401(k) Plans

19,297 topics in this forum

  1. Two matches

    By MGOAdmin,   
    • 8 replies
    • 988 views

  2. Which "plan year" do you use to determine keys for top-heavy

    By Luke Bailey,   
    • 12 replies
    • 3.3k views

  3. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 2.9k views

  4. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  5. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.2k views

  6. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 923 views

  7. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.4k views

  8. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.1k views

  9. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 553 views

  10. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 5.7k views

  11. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 3.7k views

  12. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 238 views

  13. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 1.4k views

  14. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1k views

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

    By PensionPro,   
    • 2 replies
    • 1.1k views

  16. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 507 views

  17. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views

  18. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 3.1k views

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

    By TN CPA,   
    • 1 reply
    • 425 views

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

    By MarZDoates,
    • 5 replies
    • 742 views

  21. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 831 views

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

    By Peter Gulia,   
    • 11 replies
    • 2.1k views

  23. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 288 views

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

    By kshawbenefits,   
    • 5 replies
    • 686 views

  25. Schedule A vs. Schedule C: TPA Compensation

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

  26. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 1.8k views

  27. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 979 views

  28. Taxes for Participant with Foreign Address

    By Guest Dee401kLady,   
    • 9 replies
    • 3.2k views

  29. Hurricane Florence hardship

    By QPAetc,   
    • 4 replies
    • 1k views

  30. Forfeiture Reversion to Employer (sort of) ?

    By legort69,
    • 8 replies
    • 1.5k views

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

    By 401 Chaos,
    • 2 replies
    • 1.1k views

  32. Voluntary Contributions

    By thepensionmaven,
    • 7 replies
    • 1.2k views

  33. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 684 views

  34. Maximum loan limits

    By Ajillity,
    • 4 replies
    • 863 views

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

    By MarZDoates,
    • 2 replies
    • 702 views

  36. Excluding fringe benefits

    By Chippy,
    • 2 replies
    • 944 views

  37. Ft Wm Volume Submitter PSP with CODA

    By J Simmons,
    • 0 replies
    • 506 views

  38. 12b-1 fees paid after a plan liquidation

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

  39. Where are the COLAs??

    By austin3515,
    • 18 replies
    • 2.1k views

  40. Military Leave make-up contributions

    By 30Rock,
    • 3 replies
    • 2.3k views

  41. Removing Auto Enrollment

    By Gilmore,
    • 0 replies
    • 1.2k views

  42. QACA auto enrollment % change January 1

    By WCC,
    • 0 replies
    • 599 views
    • WCC
    • WCC

  43. furloughs

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

  44. Hardship Withdrawal

    By Pammie57,
    • 2 replies
    • 915 views

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

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

  46. possible change to safe harbor plans

    By Tom Poje,
    • 3 replies
    • 702 views

  47. Amending the Profit Sharing feature of a SH Plan

    By Barbara,
    • 8 replies
    • 3.8k views

  48. Annual Safe Harbor Compensation Limit

    By coleboy,
    • 4 replies
    • 730 views

  49. Control Group no longer and new plan

    By cpc0506,
    • 5 replies
    • 656 views

  50. coordination of benefits between two plans

    By BW,
    • 4 replies
    • 640 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept