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401(k) Plans

19,382 topics in this forum

  1. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1.1k views

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

    By PensionPro,   
    • 2 replies
    • 1.1k views

  3. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 551 views

  4. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.1k views

  5. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 3.3k views

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

    By TN CPA,   
    • 1 reply
    • 470 views

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

    By MarZDoates,
    • 5 replies
    • 797 views

  8. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 885 views

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

    By Peter Gulia,   
    • 11 replies
    • 2.3k views

  10. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 336 views

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

    By kshawbenefits,   
    • 5 replies
    • 742 views

  12. Schedule A vs. Schedule C: TPA Compensation

    By ldr,   
    • 4 replies
    • 1.8k views
    • ldr
    • ldr

  13. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 2.2k views

  14. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 1k views

  15. Taxes for Participant with Foreign Address

    By Guest Dee401kLady,   
    • 9 replies
    • 3.6k views

  16. Hurricane Florence hardship

    By QPAetc,   
    • 4 replies
    • 1.1k views

  17. Forfeiture Reversion to Employer (sort of) ?

    By legort69,
    • 8 replies
    • 1.8k views

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

    By 401 Chaos,
    • 2 replies
    • 1.2k views

  19. Voluntary Contributions

    By thepensionmaven,
    • 7 replies
    • 1.2k views

  20. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 747 views

  21. Maximum loan limits

    By Ajillity,
    • 4 replies
    • 1k views

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

    By MarZDoates,
    • 2 replies
    • 814 views

  23. Excluding fringe benefits

    By Chippy,
    • 2 replies
    • 983 views

  24. Ft Wm Volume Submitter PSP with CODA

    By J Simmons,
    • 0 replies
    • 558 views

  25. 12b-1 fees paid after a plan liquidation

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

  26. Where are the COLAs??

    By austin3515,
    • 18 replies
    • 2.2k views

  27. Military Leave make-up contributions

    By 30Rock,
    • 3 replies
    • 2.4k views

  28. Removing Auto Enrollment

    By Gilmore,
    • 0 replies
    • 1.2k views

  29. QACA auto enrollment % change January 1

    By WCC,
    • 0 replies
    • 631 views
    • WCC
    • WCC

  30. furloughs

    By R. Butler,
    • 5 replies
    • 2.3k views

  31. Hardship Withdrawal

    By Pammie57,
    • 2 replies
    • 962 views

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

    By ldr,   
    • 6 replies
    • 1.8k views
    • ldr
    • ldr

  33. possible change to safe harbor plans

    By Tom Poje,
    • 3 replies
    • 740 views

  34. Amending the Profit Sharing feature of a SH Plan

    By Barbara,
    • 8 replies
    • 3.9k views

  35. Annual Safe Harbor Compensation Limit

    By coleboy,
    • 4 replies
    • 775 views

  36. Control Group no longer and new plan

    By cpc0506,
    • 5 replies
    • 697 views

  37. coordination of benefits between two plans

    By BW,
    • 4 replies
    • 683 views

  38. special valuation of a pooled profit sharing account

    By Pixie,   
    • 4 replies
    • 2.2k views

  39. Employer Stock Restricted to Current Employees Only?

    By kmhaab,
    • 5 replies
    • 902 views

  40. 401K Loan Limitation after a prior loan is paid off

    By pecan204,   
    • 23 replies
    • 56.1k views

  41. Termination date for plan sponsor involved in asset sale

    By cpc0506,
    • 8 replies
    • 2k views

  42. Can a TPA Sponsor a one-state MEP?

    By austin3515,
    • 11 replies
    • 1.4k views

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

    By Schwiggin,
    • 2 replies
    • 1.3k views

  44. Withholding on under $200 Distribution

    By Stash026,
    • 2 replies
    • 4k views

  45. MEP or MESS?

    By ldr,   
    • 21 replies
    • 2.3k views

  46. Plan Year End

    By Stash026,
    • 5 replies
    • 942 views

  47. Safe Harbor Maybe - Amend to Exclude HCE's for 2018?

    By CLKent23,
    • 3 replies
    • 876 views

  48. In-Service Distributions of 401(k) Contributions

    By Stash026,
    • 6 replies
    • 2.9k views

  49. $250,000 Benchmark

    By BT,
    • 1 reply
    • 533 views

  50. Unregulated institution

    By sunnyj,
    • 6 replies
    • 891 views
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