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401(k) Plans

19,319 topics in this forum

  1. ISO article/document on why a plan sponsor should follow the plan document

    By rr_sphr,
    • 11 replies
    • 1.2k views

  2. QJSA for ONE SOURCE ONLY

    By MoJo,
    • 10 replies
    • 936 views

  3. Beneficiaries

    By Madison71,
    • 32 replies
    • 4.9k views

  4. reduce compensation to offset match

    By WCC,
    • 8 replies
    • 1.9k views

  5. Form 5500 reporting and uncashed checks

    By cpc0506,
    • 6 replies
    • 1.9k views

  6. Normal Retirement Age DB/DC combo plan

    By wifrbr,
    • 4 replies
    • 773 views

  7. Retirement Distribution

    By jim241,   
    • 23 replies
    • 2.5k views

  8. 401k loan taken out then dies

    By Keli,
    • 3 replies
    • 2k views

  9. Catch Up Deferral Question

    By Earl,
    • 12 replies
    • 1k views

  10. Nondiscrimination choices a settler function?

    By Purplemandinga,
    • 4 replies
    • 546 views

  11. 401k Plan- Union Workers

    By coleboy,
    • 2 replies
    • 946 views

  12. TWO 401(k) Plans

    By Sydney,
    • 3 replies
    • 790 views

  13. Compensation from STD Payments

    By Wessex,
    • 1 reply
    • 2.1k views

  14. Stacked Match with 3-month CODA

    By Brenda Wren,
    • 3 replies
    • 703 views

  15. Solo401k Do I need to send a form 5500ez?

    By Breakdown65,   
    • 9 replies
    • 969 views

  16. Late Contributions

    By PFranckowiak,
    • 5 replies
    • 912 views

  17. startup 401k plan

    By Dawn,
    • 4 replies
    • 857 views

  18. Controlled Group - Spousal Attribution

    By LANDO,   
    • 8 replies
    • 4k views

  19. Hardship casualty losses

    By austin3515,
    • 3 replies
    • 725 views

  20. Hardships

    By Church Treasurer,   
    • 2 replies
    • 628 views

  21. DB/DC combo plan gateway when the DC plan has 1,000 hours requirement if terminated before the end of the plan year?

    By AdKu,
    • 8 replies
    • 1.3k views

  22. The end of the Fiduciary Rule??

    By austin3515,
    • 24 replies
    • 1.5k views

  23. Accrued Vacation as Contribution?

    By austin3515,
    • 12 replies
    • 4.3k views

  24. suspensions vs stopping elective contribution

    By thepensionmaven,
    • 10 replies
    • 1.4k views

  25. Bankruptcy protection qualified plan versus IRA

    By ldr,   
    • 23 replies
    • 4.1k views

  26. ADP Test and Otherwise Excludable

    By msmith,
    • 2 replies
    • 608 views

  27. Quasi Deferred Comp

    By MGOAdmin,   
    • 9 replies
    • 1.2k views

  28. Problem amending a Safe Harbor Plan

    By Barbara,
    • 17 replies
    • 2.2k views

  29. Effective date of new plan w/ mid-year deferrals

    By BG5150,
    • 7 replies
    • 1.8k views

  30. Top Heavy and Gateway

    By jim241,   
    • 7 replies
    • 990 views

  31. "Mistake of Fact"

    By thepensionmaven,
    • 11 replies
    • 3.9k views

  32. Ineligible 401(k) participant

    By TPA2015,   
    • 1 reply
    • 523 views

  33. Hardship for purchase of principal residence

    By austin3515,
    • 15 replies
    • 3.5k views

  34. Family Attribution

    By Tom,
    • 2 replies
    • 620 views

  35. Terminating plan/lost participants/rollovers

    By Chippy,
    • 11 replies
    • 1.1k views

  36. Are amounts forfeited included in the one-year add back when determining the top heavy ratio?

    By TPABob,   
    • 9 replies
    • 1.1k views

  37. Form 5500 Plan Characteristic Code 2T

    By ldr,   
    • 10 replies
    • 4.7k views

  38. Change for stricter eligibility

    By Guest Peggy806,
    • 18 replies
    • 6.3k views

  39. 401k Safe Harbor & ADP Test

    By Dazednconfused,
    • 1 reply
    • 616 views

  40. Missing payroll records for 9 years

    By 30Rock,
    • 6 replies
    • 1.1k views

  41. Removing automatic enrollment from a plan

    By 30Rock,
    • 0 replies
    • 1k views

  42. Employee has excess deferrals b/t current emp. and former emp. (unrelated) for 2017, past April 15 deadline, does either employer have to issue corrective W-2?

    By Pxhesq,
    • 1 reply
    • 642 views

  43. Benefits Rights and Features

    By austin3515,
    • 4 replies
    • 2.3k views

  44. How to report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA

    By AdKu,   
    • 2 replies
    • 1.6k views

  45. DOL Calculator Issue

    By austin3515,
    • 26 replies
    • 4.1k views

  46. Supplemental Security Inocme

    By R. Butler,
    • 6 replies
    • 1.4k views

  47. Vanguard dragging their feet

    By Jeanie,
    • 17 replies
    • 5.6k views

  48. QDRO - Electronic Copy

    By austin3515,
    • 2 replies
    • 552 views

  49. Safe Harbor Notice

    By Earl,
    • 2 replies
    • 564 views

  50. 402g Roth failure correction after April 15

    By WCC,
    • 10 replies
    • 3.4k views
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