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401(k) Plans

19,450 topics in this forum

  1. Hardship casualty losses

    By austin3515,
    • 3 replies
    • 829 views

  2. Hardships

    By Church Treasurer,   
    • 2 replies
    • 713 views

  3. 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
    • 1.6k views

  4. The end of the Fiduciary Rule??

    By austin3515,
    • 24 replies
    • 1.7k views

  5. Accrued Vacation as Contribution?

    By austin3515,
    • 12 replies
    • 5k views

  6. suspensions vs stopping elective contribution

    By thepensionmaven,
    • 10 replies
    • 1.8k views

  7. Bankruptcy protection qualified plan versus IRA

    By ldr,   
    • 23 replies
    • 6.8k views

  8. ADP Test and Otherwise Excludable

    By msmith,
    • 2 replies
    • 744 views

  9. Quasi Deferred Comp

    By MGOAdmin,   
    • 9 replies
    • 1.3k views

  10. Problem amending a Safe Harbor Plan

    By Barbara,
    • 17 replies
    • 2.6k views

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

    By BG5150,
    • 7 replies
    • 2.2k views

  12. Top Heavy and Gateway

    By jim241,   
    • 7 replies
    • 1.1k views

  13. "Mistake of Fact"

    By thepensionmaven,
    • 11 replies
    • 4.1k views

  14. Ineligible 401(k) participant

    By TPA2015,   
    • 1 reply
    • 611 views

  15. Hardship for purchase of principal residence

    By austin3515,
    • 15 replies
    • 3.9k views

  16. Family Attribution

    By Tom,
    • 2 replies
    • 716 views

  17. Terminating plan/lost participants/rollovers

    By Chippy,
    • 11 replies
    • 1.3k views

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

    By TPABob,   
    • 9 replies
    • 1.4k views

  19. Form 5500 Plan Characteristic Code 2T

    By ldr,   
    • 10 replies
    • 5.2k views

  20. Change for stricter eligibility

    By Guest Peggy806,
    • 18 replies
    • 6.8k views

  21. 401k Safe Harbor & ADP Test

    By Dazednconfused,
    • 1 reply
    • 705 views

  22. Missing payroll records for 9 years

    By 30Rock,
    • 6 replies
    • 1.3k views

  23. Removing automatic enrollment from a plan

    By 30Rock,
    • 0 replies
    • 1.1k views

  24. 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
    • 756 views

  25. Benefits Rights and Features

    By austin3515,
    • 4 replies
    • 2.5k views

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

    By AdKu,   
    • 2 replies
    • 3.1k views

  27. DOL Calculator Issue

    By austin3515,
    • 26 replies
    • 4.6k views

  28. Supplemental Security Inocme

    By R. Butler,
    • 6 replies
    • 1.5k views

  29. Vanguard dragging their feet

    By Jeanie,
    • 17 replies
    • 7.5k views

  30. QDRO - Electronic Copy

    By austin3515,
    • 2 replies
    • 630 views

  31. Safe Harbor Notice

    By Earl,
    • 2 replies
    • 642 views

  32. 402g Roth failure correction after April 15

    By WCC,
    • 10 replies
    • 3.7k views

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

    By Pxhesq,   
    • 5 replies
    • 3k views

  34. Retroactively amend compensation definition

    By Guest Iwonder,
    • 7 replies
    • 8.4k views

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

    By austin3515,
    • 2 replies
    • 590 views

  36. 401K DISTRIBUTION ERRORS

    By dave 222,
    • 6 replies
    • 1.5k views

  37. Excluding some NHCE from Safe Harbor Match

    By BG5150,
    • 5 replies
    • 1.4k views

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

    By coleboy,
    • 6 replies
    • 1.5k views

  39. failure to implement auto escalation

    By K2retire,
    • 0 replies
    • 878 views

  40. general question - allowed to contribute for 2017 now & wants corrected w2?

    By Erica23,
    • 11 replies
    • 1k views

  41. Safe harbor plan with enhanced match and additional match

    By 30Rock,
    • 5 replies
    • 2.3k views

  42. Controlled Group - combined testing

    By RPC-TPA,
    • 1 reply
    • 1.1k views

  43. Can real estate be purchased and held in a pension

    By bpenfold,   
    • 18 replies
    • 4.8k views

  44. 401(k) participation by credit card tips

    By dan654083,
    • 5 replies
    • 1.9k views

  45. Match contribution based on service

    By Santo Gold,
    • 5 replies
    • 2.3k views

  46. Deferral rate changes for money earned but not paid

    By Loves401(k),
    • 1 reply
    • 557 views
    • WCC
    • WCC

  47. Automatic Enrollment - notice not provided

    By Tinman,
    • 1 reply
    • 2.9k views

  48. entered early by mistake

    By Earl,
    • 1 reply
    • 631 views

  49. Partners & K- 1 Earnings

    By coleboy,
    • 3 replies
    • 718 views

  50. Off-Calendar year end plan, catch-up contributions

    By AATPA,   
    • 9 replies
    • 3.5k views
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