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401(k) Plans

19,362 topics in this forum

  1. 401k loan taken out then dies

    By Keli,
    • 3 replies
    • 2.1k views

  2. Catch Up Deferral Question

    By Earl,
    • 12 replies
    • 1.1k views

  3. Nondiscrimination choices a settler function?

    By Purplemandinga,
    • 4 replies
    • 563 views

  4. 401k Plan- Union Workers

    By coleboy,
    • 2 replies
    • 969 views

  5. TWO 401(k) Plans

    By Sydney,
    • 3 replies
    • 810 views

  6. Compensation from STD Payments

    By Wessex,
    • 1 reply
    • 2.2k views

  7. Stacked Match with 3-month CODA

    By Brenda Wren,
    • 3 replies
    • 732 views

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

    By Breakdown65,   
    • 9 replies
    • 1k views

  9. Late Contributions

    By PFranckowiak,
    • 5 replies
    • 943 views

  10. startup 401k plan

    By Dawn,
    • 4 replies
    • 874 views

  11. Controlled Group - Spousal Attribution

    By LANDO,   
    • 8 replies
    • 4.2k views

  12. Hardship casualty losses

    By austin3515,
    • 3 replies
    • 746 views

  13. Hardships

    By Church Treasurer,   
    • 2 replies
    • 649 views

  14. 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
    • 1.4k views

  15. The end of the Fiduciary Rule??

    By austin3515,
    • 24 replies
    • 1.5k views

  16. Accrued Vacation as Contribution?

    By austin3515,
    • 12 replies
    • 4.5k views

  17. suspensions vs stopping elective contribution

    By thepensionmaven,
    • 10 replies
    • 1.5k views

  18. Bankruptcy protection qualified plan versus IRA

    By ldr,   
    • 23 replies
    • 4.7k views

  19. ADP Test and Otherwise Excludable

    By msmith,
    • 2 replies
    • 631 views

  20. Quasi Deferred Comp

    By MGOAdmin,   
    • 9 replies
    • 1.2k views

  21. Problem amending a Safe Harbor Plan

    By Barbara,
    • 17 replies
    • 2.3k views

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

    By BG5150,
    • 7 replies
    • 1.9k views

  23. Top Heavy and Gateway

    By jim241,   
    • 7 replies
    • 1k views

  24. "Mistake of Fact"

    By thepensionmaven,
    • 11 replies
    • 3.9k views

  25. Ineligible 401(k) participant

    By TPA2015,   
    • 1 reply
    • 543 views

  26. Hardship for purchase of principal residence

    By austin3515,
    • 15 replies
    • 3.5k views

  27. Family Attribution

    By Tom,
    • 2 replies
    • 634 views

  28. Terminating plan/lost participants/rollovers

    By Chippy,
    • 11 replies
    • 1.2k views

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

    By TPABob,   
    • 9 replies
    • 1.2k views

  30. Form 5500 Plan Characteristic Code 2T

    By ldr,   
    • 10 replies
    • 4.8k views

  31. Change for stricter eligibility

    By Guest Peggy806,
    • 18 replies
    • 6.4k views

  32. 401k Safe Harbor & ADP Test

    By Dazednconfused,
    • 1 reply
    • 643 views

  33. Missing payroll records for 9 years

    By 30Rock,
    • 6 replies
    • 1.1k views

  34. Removing automatic enrollment from a plan

    By 30Rock,
    • 0 replies
    • 1k views

  35. 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
    • 667 views

  36. Benefits Rights and Features

    By austin3515,
    • 4 replies
    • 2.4k views

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

    By AdKu,   
    • 2 replies
    • 1.9k views

  38. DOL Calculator Issue

    By austin3515,
    • 26 replies
    • 4.2k views

  39. Supplemental Security Inocme

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

  40. Vanguard dragging their feet

    By Jeanie,
    • 17 replies
    • 6.2k views

  41. QDRO - Electronic Copy

    By austin3515,
    • 2 replies
    • 564 views

  42. Safe Harbor Notice

    By Earl,
    • 2 replies
    • 577 views

  43. 402g Roth failure correction after April 15

    By WCC,
    • 10 replies
    • 3.4k views

  44. [Update] Excess deferral in 2017 (not corrected by April 15, 2018) with two unrelated employers/plans

    By Pxhesq,   
    • 5 replies
    • 2.9k views

  45. Retroactively amend compensation definition

    By Guest Iwonder,
    • 7 replies
    • 8.2k views

  46. Interesting Update On VCP Fees (not exciting news)

    By austin3515,
    • 2 replies
    • 521 views

  47. 401K DISTRIBUTION ERRORS

    By dave 222,
    • 6 replies
    • 1.4k views

  48. Excluding some NHCE from Safe Harbor Match

    By BG5150,
    • 5 replies
    • 1.3k views

  49. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy,
    • 6 replies
    • 1.4k views

  50. failure to implement auto escalation

    By K2retire,
    • 0 replies
    • 811 views
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