Jump to content

401(k) Plans

19,450 topics in this forum

  1. EACA with Auto Escalation - Notice Requirements

    By ERISAAPPLE,
    • 1 reply
    • 803 views

  2. Refusal to make a PS contribution by a division of an ER

    By ldr,   
    • 18 replies
    • 1.9k views

  3. Prior Year testing - no match contributed in prior year

    By cpc0506,
    • 5 replies
    • 1.6k views

  4. Deferral amounts

    By Karoline Curran,
    • 11 replies
    • 1.8k views

  5. Do I still have time to pay off a 'deemed' 401k loan?

    By scavengergirl,
    • 12 replies
    • 16.6k views

  6. Second PSP

    By K2,
    • 2 replies
    • 704 views

  7. Voluntary Class Exclusion

    By Jessica S,
    • 4 replies
    • 893 views

  8. Top Heavy Contribution because of Match

    By imchipbrown,
    • 14 replies
    • 2.2k views

  9. contributing stock to 401(k)

    By R. Butler,
    • 5 replies
    • 1.1k views

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

    By R. Butler,
    • 0 replies
    • 454 views

  11. 401k entitlement

    By Sheila Mitchell,
    • 3 replies
    • 868 views

  12. Fidelity Bond on a multiple employer plan

    By austin3515,
    • 1 reply
    • 781 views

  13. Can I exclude rewards from Compensation?

    By calexbraska,
    • 1 reply
    • 1.2k views

  14. Elected Deferral Not Deducted

    By ruth_ann69,
    • 7 replies
    • 1.5k views

  15. Quarterly statements: Electronic format only

    By Mr Bagwell,
    • 9 replies
    • 2.1k views

  16. Service spanning rule question

    By cpc0506,
    • 1 reply
    • 756 views

  17. fund change notice

    By Scuba 401,
    • 2 replies
    • 1.5k views

  18. Brighthouse Financial

    By austin3515,
    • 2 replies
    • 799 views

  19. 401(k) Plan Termination and Startup

    By mlp0816,
    • 20 replies
    • 7k views

  20. Determination Letter Fees?

    By ML68,
    • 2 replies
    • 636 views

  21. safe harbor plan mid year acquisition

    By R. Butler,
    • 2 replies
    • 905 views

  22. Vesting BRF, Controlled group

    By AATPA,
    • 2 replies
    • 873 views

  23. SE with SH Match and Discretionary PS

    By Susan S.,
    • 3 replies
    • 871 views

  24. Top Heavy; Safe Harbor excludes HCEs

    By Tom,
    • 4 replies
    • 2.8k views

  25. 415 Limit and the 100% of Comp Limitation

    By mming,
    • 7 replies
    • 3.8k views

  26. Third party payments during leave of absence

    By Jackie,   
    • 1 reply
    • 1.6k views

  27. Student Loan Genius

    By Chippy,
    • 11 replies
    • 1.7k views

  28. 401K Top Heavy Testing

    By ML68,
    • 13 replies
    • 2.2k views
    • ACK
    • ACK

  29. Match on Separate Bonus Deferral Election

    By J. Bringhurst,
    • 5 replies
    • 2.2k views

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

    By kshawbenefits,   
    • 13 replies
    • 2.5k views

  31. Missed Deferral Opportunity

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

  32. EPCRS Correction / Missed Match

    By austin3515,
    • 8 replies
    • 2k views

  33. Surviving Spouse Beneficiary

    By Guest TimO,
    • 9 replies
    • 2.6k views

  34. Land Investment in Plan

    By mjf06241972,   
    • 3 replies
    • 645 views

  35. Repay 401K loan with in 5 year term

    By Andy Daniels,   
    • 7 replies
    • 1.3k views

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

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

  37. May 401k plan create LLC with Plan Sponsor

    By Dalai Pookah,   
    • 20 replies
    • 1.9k views

  38. Short Plan Year - Match correction

    By Gilmore,
    • 2 replies
    • 641 views

  39. Combine plans for coverage

    By Jim Chad,
    • 7 replies
    • 1.3k views

  40. Controlled Group - Multiple Plans - Coverage Testing

    By msmith,
    • 2 replies
    • 931 views

  41. safe harbor match with HCE discretionary match

    By kgrant,   
    • 8 replies
    • 3.3k views

  42. "25% of compensation" limit

    By Pension RC,
    • 5 replies
    • 2.2k views

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

    By ldr,   
    • 9 replies
    • 3.4k views
    • ldr
    • ldr

  44. One participant 401k real estate lawsuit

    By Lawrence,   
    • 1 reply
    • 581 views

  45. MEP, adopting employer and 408b2 requirement

    By WCC,
    • 4 replies
    • 1.4k views

  46. Married 401(k) participant beneficiary not spouse

    By Brewerr,   
    • 1 reply
    • 729 views

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

    By mming,
    • 7 replies
    • 1.7k views

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

    By Luke Bailey,   
    • 9 replies
    • 3.6k views

  49. orphaned plan sort of?

    By Jim Chad,
    • 3 replies
    • 580 views

  50. Form 6088 for terminating 401(k) Plan

    By RWPHoenix,
    • 1 reply
    • 547 views
×
×
  • Create New...