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401(k) Plans

19,408 topics in this forum

  1. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king,
    • 3 replies
    • 1.1k views

  2. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2.2k views

  3. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.6k views

  4. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.6k views

  5. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 603 views

  6. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 716 views

  7. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 657 views
    • ldr
    • ldr

  8. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 541 views

  9. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 757 views

  10. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 777 views
    • khn
    • khn

  11. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 3.2k views

  12. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 6.7k views

  13. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 441 views

  14. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1.1k views

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

    By Luke Bailey,   
    • 12 replies
    • 3.8k views

  16. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 3.4k views

  17. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.5k views

  18. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.3k views

  19. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 1k views

  20. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.5k views

  21. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.8k views

  22. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 621 views

  23. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 6.3k views

  24. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 4.2k views

  25. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 296 views

  26. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 1.7k views

  27. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1.2k views

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

    By PensionPro,   
    • 2 replies
    • 1.1k views

  29. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 567 views

  30. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.2k views

  31. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 3.4k views

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

    By TN CPA,   
    • 1 reply
    • 498 views

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

    By MarZDoates,
    • 5 replies
    • 825 views

  34. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 917 views

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

    By Peter Gulia,   
    • 11 replies
    • 2.4k views

  36. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 351 views

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

    By kshawbenefits,   
    • 5 replies
    • 776 views

  38. Schedule A vs. Schedule C: TPA Compensation

    By ldr,   
    • 4 replies
    • 1.9k views
    • ldr
    • ldr

  39. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 2.5k views

  40. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 1k views

  41. Taxes for Participant with Foreign Address

    By Guest Dee401kLady,   
    • 9 replies
    • 3.8k views

  42. Hurricane Florence hardship

    By QPAetc,   
    • 4 replies
    • 1.1k views

  43. Forfeiture Reversion to Employer (sort of) ?

    By legort69,
    • 8 replies
    • 1.9k views

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

    By 401 Chaos,
    • 2 replies
    • 1.2k views

  45. Voluntary Contributions

    By thepensionmaven,
    • 7 replies
    • 1.2k views

  46. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 777 views

  47. Maximum loan limits

    By Ajillity,
    • 4 replies
    • 1.1k views

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

    By MarZDoates,
    • 2 replies
    • 849 views

  49. Excluding fringe benefits

    By Chippy,
    • 2 replies
    • 1k views

  50. Ft Wm Volume Submitter PSP with CODA

    By J Simmons,
    • 0 replies
    • 583 views
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