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401(k) Plans

19,321 topics in this forum

  1. Compensation Ratio Test

    By Gilmore,
    • 3 replies
    • 1.4k views

  2. Eligibility Computation Period

    By Pam S.,
    • 2 replies
    • 1.3k views

  3. 402g limit corrected same year deferred

    By Mr Bagwell,   
    • 2 replies
    • 1k views

  4. Mistake - Deferral put into IRA

    By Pammie57,
    • 8 replies
    • 1.1k views

  5. Missed Roth Contributions

    By MjInvestments,   
    • 2 replies
    • 1.7k views

  6. Permissable withdrawals (Change of Heart)

    By Nassau,
    • 2 replies
    • 1.1k views

  7. Compensation Question

    By mjf06241972,   
    • 5 replies
    • 1k views

  8. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 1.6k views

  9. HIGHLY COMPENSATED EMPLOYEES ONLY

    By jeanh,
    • 16 replies
    • 3.8k views

  10. Minimum Age

    By John Feldt ERPA CPC QPA,   
    • 9 replies
    • 797 views

  11. Maxing Out Deferral

    By coleboy,
    • 3 replies
    • 1.2k views

  12. Minimum Gateway and 414(s) Comp

    By buckaroo,
    • 3 replies
    • 1.7k views

  13. 60 Day Rollover

    By austin3515,
    • 2 replies
    • 711 views

  14. Two Safe Harbor plans and 410(b)

    By shERPA,
    • 5 replies
    • 1.5k views

  15. Does measuring period for break in service change upon rehire

    By Jim Chad,
    • 2 replies
    • 701 views

  16. Safe Harbor and Plan Sponsor Acquistion

    By cpc0506,
    • 2 replies
    • 695 views

  17. Pooled investment account (with ROTH)

    By K-t-F,
    • 4 replies
    • 2.1k views

  18. Vesting on added Profit Sharing Plan

    By Topps_52311,
    • 12 replies
    • 2.6k views

  19. Early Inclusion of Otherwise Eligible Failure

    By Madison71,
    • 1 reply
    • 1.1k views

  20. measuring year for "Break in Service"?

    By Jim Chad,
    • 3 replies
    • 497 views

  21. 9/30 Plan Year End and Catch Up

    By Mr Bagwell,   
    • 7 replies
    • 2.7k views

  22. New comparabilty Top Heavy safe harbor 401(k)...

    By Lori H,
    • 2 replies
    • 1.7k views

  23. QNECs and 402(g)

    By HWR,   
    • 0 replies
    • 889 views
    • HWR
    • HWR

  24. 401k loan repayment question

    By Schlegdog13,
    • 2 replies
    • 682 views

  25. Safe Harbor Elimination

    By Dougsbpc,
    • 6 replies
    • 2k views

  26. SH Match true-up required for owner?

    By Puffinator,   
    • 1 reply
    • 656 views

  27. End of year amendment to safe harbor 401k

    By Gilmore,
    • 8 replies
    • 932 views

  28. Requesting "Minor" Modification of Compliance Statement

    By IhrtERISA,
    • 0 replies
    • 484 views

  29. Rehired Employees

    By Chippy,
    • 3 replies
    • 1.9k views

  30. Pass through income

    By austin3515,
    • 5 replies
    • 1.2k views

  31. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 747 views

  32. May a plan change from “no true-up” to “true-up” for a year already begun?

    By Peter Gulia,   
    • 5 replies
    • 2.9k views

  33. Loan Eraser

    By austin3515,
    • 4 replies
    • 687 views

  34. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 1.9k views

  35. Is there a choice of "3(16)" service providers?

    By Peter Gulia,   
    • 14 replies
    • 2.3k views

  36. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.2k views

  37. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.2k views

  38. Eligibility 101

    By coleboy,
    • 1 reply
    • 468 views

  39. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 491 views

  40. Plan giving Prior to 2016 and After 2016 Data - why?

    By KTB,
    • 1 reply
    • 446 views

  41. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.3k views

  42. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 650 views

  43. Required Notices for participants_ Adoption Agreement?

    By RRivera,   
    • 10 replies
    • 4.4k views

  44. S/H 401(k) and General Test Based on Allocation Rates

    By MarZDoates,
    • 4 replies
    • 654 views

  45. eligibility

    By pmacduff,
    • 9 replies
    • 2.8k views

  46. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs,
    • 14 replies
    • 1.5k views

  47. Beneficiary is also a participant in the same plan

    By austin3515,
    • 5 replies
    • 2.3k views
    • AJC
    • AJC

  48. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 900 views

  49. Independent contractor medical practice

    By R. Butler,
    • 7 replies
    • 1.8k views

  50. Self Employed 401k -Multiple Plans Issue

    By SJones,
    • 28 replies
    • 4.8k views
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