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401(k) Plans

19,362 topics in this forum

  1. Mid-Plan Year Termination and Failed ADP Test

    By msmith,
    • 7 replies
    • 2.4k views

  2. spin off of participating employer

    By K2retire,   
    • 3 replies
    • 4.3k views

  3. Otherwise Excludible and TH

    By Earl,
    • 14 replies
    • 1.1k views

  4. Creative Top Heavy Solutions

    By ldr,   
    • 35 replies
    • 5.2k views

  5. Late Matching Contributions

    By kmhaab,
    • 4 replies
    • 1.1k views

  6. 20% Federal Withholding

    By KevinMc,
    • 3 replies
    • 658 views

  7. 401k beneficiary vs wife

    By BonJo,
    • 11 replies
    • 1.7k views

  8. Safe Harbor Cross-tested Plan

    By SDS,
    • 3 replies
    • 642 views

  9. Union participants after the plan is changed to exclude union employees

    By AlbanyConsultant,
    • 4 replies
    • 1.7k views

  10. SIMPLE 401(k) to Traditional 401(k)

    By Christopher,
    • 3 replies
    • 1.1k views

  11. 5500 Question, Profit Share Jan-2018

    By SJones,   
    • 8 replies
    • 1.9k views

  12. Who should sign the Form 5500? Trustee changed after year-end.

    By 401king,
    • 6 replies
    • 2.5k views

  13. Effective Date of Restatement on Transfer

    By Purplemandinga,
    • 1 reply
    • 617 views

  14. 403b closing 401k startup same employer

    By Sixers,   
    • 1 reply
    • 1.5k views

  15. safe harbor plan start-up and 3-month rule

    By Tom,
    • 3 replies
    • 1.7k views

  16. 401k 403b 457 for a fire district

    By mjf06241972,   
    • 3 replies
    • 1.9k views

  17. Comp used for a Safe Harbor Plan

    By austin3515,
    • 10 replies
    • 1.8k views

  18. 401k hardship for down payment on home purchase

    By 7kafrank,
    • 3 replies
    • 777 views

  19. Change in hours required for vesting

    By 401(k)athryn,   
    • 8 replies
    • 1.4k views

  20. 404(a)(5) Disclosure - Pooled & Individual Accounts

    By 401(k)athryn,
    • 1 reply
    • 1.9k views

  21. 404(a)(5)

    By Madison71,
    • 7 replies
    • 1.6k views

  22. Top Heavy Silliness

    By C. B. Zeller,
    • 3 replies
    • 819 views

  23. Compensation for Deferrals include GTL?

    By Kac1214,
    • 9 replies
    • 10k views

  24. Self Employed net income for 401k Plan

    By Pammie57,
    • 4 replies
    • 2k views

  25. Davis Bacon / Prevailing Wage Plan with safe harbor nonelective offset

    By mattmc82,
    • 3 replies
    • 3.6k views

  26. Fiduciary Responsibility Question

    By khn,
    • 4 replies
    • 805 views

  27. 1 Company in 2 Controlled Groups

    By Jennifer D.,
    • 4 replies
    • 1.4k views

  28. Match based on check date vs pay period end date

    By khr,   
    • 6 replies
    • 5.5k views

  29. Employee Contributions from Off-Cycle Bonus Pay

    By jaxon1225,   
    • 9 replies
    • 6.7k views

  30. Distributions:Tax on true gross, or tax on gross net of fees?

    By ldr,   
    • 28 replies
    • 6k views

  31. Safe Harbor Match with Discretionary Match

    By Will.I.Am,   
    • 7 replies
    • 6.6k views

  32. what is "retired" for purposes of required minimum distributions

    By TaxLawyer1978,
    • 15 replies
    • 2.4k views

  33. Company wants me to fund my own QNEC after test failure -- I'm a partner

    By calexbraska,
    • 5 replies
    • 1.1k views

  34. multiple plans/ different contributions

    By Chippy,
    • 7 replies
    • 1.1k views

  35. Over 404 but not 415 limit

    By pensionam,
    • 6 replies
    • 874 views

  36. Mid-Year Termination of Safe Harbor Top Heavy Plan

    By ERISAAPPLE,
    • 6 replies
    • 2.1k views

  37. Safe harbor match plus discretionary match

    By Belgarath,
    • 7 replies
    • 1.4k views

  38. Deferrals in a short plan year

    By Pammie57,
    • 3 replies
    • 1.4k views

  39. Fee for benchmarking study a settlor expense?

    By Sabrina1,
    • 3 replies
    • 950 views

  40. Can we reinstate a terminated plan?

    By ESI2015,
    • 8 replies
    • 4.5k views

  41. Hardship Withdrawal

    By Pammie57,
    • 9 replies
    • 9.5k views

  42. Excess 404(a) - IRC 4972

    By pensionLifer,
    • 2 replies
    • 640 views

  43. 401(k) Plan - spin off?

    By 401(k)athryn,
    • 4 replies
    • 5.4k views

  44. Required Aggregation for Top-Heavy

    By KCA,
    • 16 replies
    • 3.8k views

  45. Exclude deferrals from bonus from SH Match?

    By jkharvey,
    • 7 replies
    • 2.8k views

  46. In-Kind Distributions with annuity products

    By Purplemandinga,
    • 3 replies
    • 1.2k views

  47. 414(s) Compensation Ratio Test

    By buckaroo,
    • 2 replies
    • 2.4k views

  48. Repaying Defaulted Loan

    By Stash026,
    • 13 replies
    • 3.5k views

  49. Fiscal Year Failed ADP and Catch Up

    By Vlad401k,
    • 3 replies
    • 797 views

  50. Safe Harbor 401k vs Asset Sale

    By gregburst,
    • 2 replies
    • 1.5k views
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