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401(k) Plans

19,297 topics in this forum

  1. Second PSP

    By K2,
    • 2 replies
    • 594 views

  2. Voluntary Class Exclusion

    By Jessica S,
    • 4 replies
    • 723 views

  3. Top Heavy Contribution because of Match

    By imchipbrown,
    • 14 replies
    • 1.9k views

  4. contributing stock to 401(k)

    By R. Butler,
    • 5 replies
    • 925 views

  5. sole proprietor and partnership with frozen DB plan and a DC plan

    By R. Butler,
    • 0 replies
    • 368 views

  6. 401k entitlement

    By Sheila Mitchell,
    • 3 replies
    • 753 views

  7. Fidelity Bond on a multiple employer plan

    By austin3515,
    • 1 reply
    • 641 views

  8. Can I exclude rewards from Compensation?

    By calexbraska,
    • 1 reply
    • 1k views

  9. Elected Deferral Not Deducted

    By ruth_ann69,
    • 7 replies
    • 1.3k views

  10. Quarterly statements: Electronic format only

    By Mr Bagwell,
    • 9 replies
    • 1.6k views

  11. Service spanning rule question

    By cpc0506,
    • 1 reply
    • 680 views

  12. fund change notice

    By Scuba 401,
    • 2 replies
    • 1.4k views

  13. Brighthouse Financial

    By austin3515,
    • 2 replies
    • 665 views

  14. 401(k) Plan Termination and Startup

    By mlp0816,
    • 20 replies
    • 6.5k views

  15. Determination Letter Fees?

    By ML68,
    • 2 replies
    • 510 views

  16. safe harbor plan mid year acquisition

    By R. Butler,
    • 2 replies
    • 786 views

  17. Vesting BRF, Controlled group

    By AATPA,
    • 2 replies
    • 722 views

  18. SE with SH Match and Discretionary PS

    By Susan S.,
    • 3 replies
    • 743 views

  19. Top Heavy; Safe Harbor excludes HCEs

    By Tom,
    • 4 replies
    • 2.6k views

  20. 415 Limit and the 100% of Comp Limitation

    By mming,
    • 7 replies
    • 3.4k views

  21. Third party payments during leave of absence

    By Jackie,   
    • 1 reply
    • 1.3k views

  22. Student Loan Genius

    By Chippy,
    • 11 replies
    • 1.5k views

  23. 401K Top Heavy Testing

    By ML68,
    • 13 replies
    • 2k views
    • ACK
    • ACK

  24. Match on Separate Bonus Deferral Election

    By J. Bringhurst,
    • 5 replies
    • 1.6k views

  25. Mid Year Addition of Yr of Service for SH Match

    By kshawbenefits,   
    • 13 replies
    • 2k views

  26. Missed Deferral Opportunity

    By JKW,
    • 1 reply
    • 547 views
    • Bri
    • Bri

  27. EPCRS Correction / Missed Match

    By austin3515,
    • 8 replies
    • 1.8k views

  28. Surviving Spouse Beneficiary

    By Guest TimO,
    • 9 replies
    • 2.3k views

  29. Land Investment in Plan

    By mjf06241972,   
    • 3 replies
    • 528 views

  30. Repay 401K loan with in 5 year term

    By Andy Daniels,   
    • 7 replies
    • 1.1k views

  31. Auto enrollment failure - Is retroactive opt out permitted?

    By Clare,
    • 2 replies
    • 580 views
    • K2
    • K2

  32. May 401k plan create LLC with Plan Sponsor

    By Dalai Pookah,   
    • 20 replies
    • 1.4k views

  33. Short Plan Year - Match correction

    By Gilmore,
    • 2 replies
    • 546 views

  34. Combine plans for coverage

    By Jim Chad,
    • 7 replies
    • 1.1k views

  35. Controlled Group - Multiple Plans - Coverage Testing

    By msmith,
    • 2 replies
    • 826 views

  36. safe harbor match with HCE discretionary match

    By kgrant,   
    • 8 replies
    • 3k views

  37. "25% of compensation" limit

    By Pension RC,
    • 5 replies
    • 2k views

  38. Acquisition and 401(k) Sponsorship complicated by a SIMPLE IRA plan

    By ldr,   
    • 9 replies
    • 3k views
    • ldr
    • ldr

  39. One participant 401k real estate lawsuit

    By Lawrence,   
    • 1 reply
    • 470 views

  40. MEP, adopting employer and 408b2 requirement

    By WCC,
    • 4 replies
    • 1.2k views

  41. Married 401(k) participant beneficiary not spouse

    By Brewerr,   
    • 1 reply
    • 631 views

  42. Participant Notice For Self-Directed 401(k) Plans

    By mming,
    • 7 replies
    • 1.5k views

  43. Who are the participants "affected" by partial termination

    By Luke Bailey,   
    • 9 replies
    • 2.8k views

  44. orphaned plan sort of?

    By Jim Chad,
    • 3 replies
    • 444 views

  45. Form 6088 for terminating 401(k) Plan

    By RWPHoenix,
    • 1 reply
    • 441 views

  46. Safe Harbor non-elective payments

    By bobbyM35,
    • 29 replies
    • 4.6k views

  47. 5500 Schedule C Question

    By Madison71,
    • 0 replies
    • 465 views

  48. Controlled group and safe harbor

    By JPIngold,
    • 2 replies
    • 1.2k views

  49. When is 'loss date' for late deferrals?

    By BG5150,
    • 11 replies
    • 3.1k views

  50. Changing Third Party Administrator

    By hch4cpa,
    • 3 replies
    • 1.2k views
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