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401(k) Plans

19,299 topics in this forum

  1. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 1.8k views

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

    By Peter Gulia,   
    • 5 replies
    • 2.9k views

  3. Loan Eraser

    By austin3515,
    • 4 replies
    • 678 views

  4. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.2k views

  5. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.2k views

  6. Sole Prop and Corp Solo 401k question

    By mkaufman,
    • 16 replies
    • 1.6k views

  7. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.2k views

  8. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 639 views

  9. Eligibility 101

    By coleboy,
    • 1 reply
    • 457 views

  10. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 480 views

  11. eligibility

    By pmacduff,
    • 9 replies
    • 2.8k views

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

    By KTB,
    • 1 reply
    • 434 views

  13. New Partner Eligibility to 401(k)

    By michael519,
    • 3 replies
    • 792 views

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

    By MarZDoates,
    • 4 replies
    • 638 views

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

    By ERISA-Bubs,
    • 14 replies
    • 1.4k views

  16. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer,
    • 15 replies
    • 96.3k views

  17. Independent contractor medical practice

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

  18. One company - two plans...safe harbor?

    By Chippy,
    • 13 replies
    • 1.6k views

  19. Publisher - Graphic Designer... Control Group?

    By K-t-F,   
    • 8 replies
    • 789 views

  20. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 884 views

  21. 401K Deferral Question

    By JimW58,
    • 32 replies
    • 4.6k views

  22. ADP/ACP Refund Earnings

    By pjb1835,
    • 3 replies
    • 2.4k views

  23. QSLOB company do we count hours for discretionary non-elective

    By Jim Chad,
    • 1 reply
    • 380 views

  24. compensation used in a QNEC

    By Santo Gold,
    • 11 replies
    • 1.9k views

  25. Union Provisions in SPD

    By khn,
    • 3 replies
    • 904 views

  26. Vesting

    By Chippy,
    • 5 replies
    • 1.3k views

  27. 401(K) sole-proprietor with employees

    By wiiabenefits,
    • 23 replies
    • 6.1k views

  28. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 529 views

  29. EACA and Auto Escalation

    By 52626,
    • 0 replies
    • 1.1k views

  30. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 1.5k views

  31. reversion of assets and safe harbor plan

    By Tom Poje,
    • 13 replies
    • 4.7k views

  32. Hurricane Relief Distribution and Loan Documentation

    By khn,
    • 1 reply
    • 699 views

  33. using 3% for missed deferral opportunity in a Safe Harbor Plan

    By Jim Chad,
    • 3 replies
    • 1.4k views

  34. Prevailing wage only plan termination

    By pjb1835,   
    • 2 replies
    • 631 views

  35. Fidelity Bond / Inflation Guard

    By austin3515,
    • 10 replies
    • 4.5k views

  36. New Controlled Group

    By PFranckowiak,
    • 7 replies
    • 1.2k views

  37. Excess Deferral Refunded Before Year End

    By coleboy,
    • 6 replies
    • 2k views

  38. QNEC partially used in ADP test - split for general test?

    By AndrewZ,
    • 1 reply
    • 985 views

  39. Missing spouse of deceased Participant and no waiver on file

    By Jim Chad,
    • 20 replies
    • 4.8k views

  40. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 596 views

  41. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 768 views

  42. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 1.9k views

  43. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.2k views

  44. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1k views

  45. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 1.8k views

  46. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.7k views

  47. ACP testing, excluded class of employees

    By Belgarath,
    • 6 replies
    • 1.4k views

  48. First Contribution to 401(K) Plan

    By Guest Mike Schwing,
    • 18 replies
    • 13.6k views

  49. Merger of Corporations & Successor Plan

    By shERPA,
    • 0 replies
    • 656 views

  50. ADP refund deadline ?

    By pholosofizer,
    • 1 reply
    • 511 views
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