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401(k) Plans

19,534 topics in this forum

  1. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 5.2k views

  2. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 610 views

  3. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 2.7k views

  4. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1.6k views

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

    By PensionPro,   
    • 2 replies
    • 1.6k views

  6. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 843 views

  7. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.6k views

  8. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 4.4k views

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

    By TN CPA,   
    • 1 reply
    • 865 views

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

    By MarZDoates,
    • 5 replies
    • 1.4k views

  11. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 11 replies
    • 3.5k views

  13. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 554 views

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

    By kshawbenefits,   
    • 5 replies
    • 1.3k views

  15. Schedule A vs. Schedule C: TPA Compensation

    By ldr,   
    • 4 replies
    • 2.6k views
    • ldr
    • ldr

  16. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 3.9k views

  17. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 1.4k views

  18. Taxes for Participant with Foreign Address

    By Guest Dee401kLady,   
    • 9 replies
    • 5.9k views

  19. Hurricane Florence hardship

    By QPAetc,   
    • 4 replies
    • 1.5k views

  20. Forfeiture Reversion to Employer (sort of) ?

    By legort69,
    • 8 replies
    • 2.5k views

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

    By 401 Chaos,
    • 2 replies
    • 1.5k views

  22. Voluntary Contributions

    By thepensionmaven,
    • 7 replies
    • 1.8k views

  23. Hardship Eligiblity

    By Stash026,
    • 3 replies
    • 1.2k views

  24. Maximum loan limits

    By Ajillity,
    • 4 replies
    • 1.8k views

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

    By MarZDoates,
    • 2 replies
    • 1.2k views

  26. Excluding fringe benefits

    By Chippy,
    • 2 replies
    • 1.5k views

  27. Ft Wm Volume Submitter PSP with CODA

    By J Simmons,
    • 0 replies
    • 951 views

  28. 12b-1 fees paid after a plan liquidation

    By With Appreciation....,
    • 3 replies
    • 1.8k views

  29. Where are the COLAs??

    By austin3515,
    • 18 replies
    • 3.2k views

  30. Military Leave make-up contributions

    By 30Rock,
    • 3 replies
    • 2.9k views

  31. Removing Auto Enrollment

    By Gilmore,
    • 0 replies
    • 1.4k views

  32. QACA auto enrollment % change January 1

    By WCC,
    • 0 replies
    • 996 views
    • WCC
    • WCC

  33. furloughs

    By R. Butler,
    • 5 replies
    • 2.8k views

  34. Hardship Withdrawal

    By Pammie57,
    • 2 replies
    • 1.2k views

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

    By ldr,   
    • 6 replies
    • 2.5k views
    • ldr
    • ldr

  36. possible change to safe harbor plans

    By Tom Poje,
    • 3 replies
    • 1.1k views

  37. Amending the Profit Sharing feature of a SH Plan

    By Barbara,
    • 8 replies
    • 4.7k views

  38. Annual Safe Harbor Compensation Limit

    By coleboy,
    • 4 replies
    • 1.2k views

  39. Control Group no longer and new plan

    By cpc0506,
    • 5 replies
    • 1.3k views

  40. coordination of benefits between two plans

    By BW,
    • 4 replies
    • 1.1k views

  41. special valuation of a pooled profit sharing account

    By Pixie,   
    • 4 replies
    • 2.8k views

  42. Employer Stock Restricted to Current Employees Only?

    By kmhaab,
    • 5 replies
    • 1.3k views

  43. 401K Loan Limitation after a prior loan is paid off

    By pecan204,   
    • 23 replies
    • 74.8k views

  44. Termination date for plan sponsor involved in asset sale

    By cpc0506,
    • 8 replies
    • 2.8k views

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

    By austin3515,
    • 11 replies
    • 2.3k views

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

    By Schwiggin,
    • 2 replies
    • 1.6k views

  47. Withholding on under $200 Distribution

    By Stash026,
    • 2 replies
    • 4.6k views

  48. MEP or MESS?

    By ldr,   
    • 21 replies
    • 3.4k views

  49. Plan Year End

    By Stash026,
    • 5 replies
    • 1.5k views

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

    By CLKent23,
    • 3 replies
    • 1.3k views
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