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401(k) Plans

19,451 topics in this forum

  1. Rehired Employees

    By Chippy,
    • 3 replies
    • 2k views

  2. Catch-up & top heavy

    By R. Butler,
    • 17 replies
    • 5.7k views

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

    By Peter Gulia,   
    • 14 replies
    • 3.1k views

  4. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 881 views

  5. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 2.2k views

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

    By Peter Gulia,   
    • 5 replies
    • 3.2k views

  7. Loan Eraser

    By austin3515,
    • 4 replies
    • 816 views

  8. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.4k views

  9. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.4k views

  10. Sole Prop and Corp Solo 401k question

    By mkaufman,
    • 16 replies
    • 2.2k views

  11. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.5k views

  12. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 726 views

  13. Eligibility 101

    By coleboy,
    • 1 reply
    • 552 views

  14. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 588 views

  15. eligibility

    By pmacduff,
    • 9 replies
    • 3.2k views

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

    By KTB,
    • 1 reply
    • 547 views

  17. New Partner Eligibility to 401(k)

    By michael519,
    • 3 replies
    • 873 views

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

    By MarZDoates,
    • 4 replies
    • 757 views

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

    By ERISA-Bubs,
    • 14 replies
    • 1.7k views

  20. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer,
    • 15 replies
    • 99k views

  21. Independent contractor medical practice

    By R. Butler,
    • 7 replies
    • 1.9k views

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

    By Chippy,
    • 13 replies
    • 1.8k views

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

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

  24. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 1k views

  25. 401K Deferral Question

    By JimW58,
    • 32 replies
    • 6.1k views

  26. ADP/ACP Refund Earnings

    By pjb1835,
    • 3 replies
    • 2.7k views

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

    By Jim Chad,
    • 1 reply
    • 456 views

  28. compensation used in a QNEC

    By Santo Gold,
    • 11 replies
    • 2.1k views

  29. Union Provisions in SPD

    By khn,
    • 3 replies
    • 1.1k views

  30. Vesting

    By Chippy,
    • 5 replies
    • 1.4k views

  31. 401(K) sole-proprietor with employees

    By wiiabenefits,
    • 23 replies
    • 7.3k views

  32. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 604 views

  33. EACA and Auto Escalation

    By 52626,
    • 0 replies
    • 1.2k views

  34. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 1.9k views

  35. reversion of assets and safe harbor plan

    By Tom Poje,
    • 13 replies
    • 5.1k views

  36. Hurricane Relief Distribution and Loan Documentation

    By khn,
    • 1 reply
    • 831 views

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

    By Jim Chad,
    • 3 replies
    • 1.6k views

  38. Prevailing wage only plan termination

    By pjb1835,   
    • 2 replies
    • 751 views

  39. Fidelity Bond / Inflation Guard

    By austin3515,
    • 10 replies
    • 4.9k views

  40. New Controlled Group

    By PFranckowiak,
    • 7 replies
    • 1.3k views

  41. Excess Deferral Refunded Before Year End

    By coleboy,
    • 6 replies
    • 2.2k views

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

    By AndrewZ,
    • 1 reply
    • 1.1k views

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

    By Jim Chad,
    • 20 replies
    • 5.3k views

  44. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 692 views

  45. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 900 views

  46. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 2k views

  47. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.3k views

  48. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1.2k views

  49. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 2k views

  50. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.8k views
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