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401(k) Plans

19,490 topics in this forum

  1. Timing of tuition bills - hardship withdrawals

    By ldr,   
    • 7 replies
    • 4.3k views

  2. Puerto Rican Participants in U.S. 401(k) Plan

    By Doghouse,
    • 5 replies
    • 4.9k views

  3. Old SEP/Profit sharing Plan

    By Pammie57,
    • 1 reply
    • 722 views

  4. Testing 401k plans in controlled group

    By 30Rock,
    • 10 replies
    • 4.1k views

  5. Mistake - Deferral put into IRA

    By Pammie57,
    • 8 replies
    • 1.5k views

  6. How does an owner who gets no paycheck make a deferral

    By CharlesLeggette,   
    • 12 replies
    • 2.4k views

  7. Forfeitures Used to Fund QNECs/QMACs - Amendment

    By ERISAAPPLE,
    • 2 replies
    • 835 views

  8. Compensation Ratio Test

    By Gilmore,
    • 3 replies
    • 1.6k views

  9. Missed Roth Contributions

    By MjInvestments,   
    • 2 replies
    • 1.9k views

  10. Is this considered an Affiliated Service Group?

    By pj20,   
    • 1 reply
    • 909 views

  11. Former key - Required Beginning Date

    By Chippy,
    • 3 replies
    • 1.1k views

  12. Eligibility Computation Period

    By Pam S.,
    • 2 replies
    • 1.5k views

  13. 402g limit corrected same year deferred

    By Mr Bagwell,   
    • 2 replies
    • 1.2k views

  14. Maxing Out Deferral

    By coleboy,
    • 3 replies
    • 1.5k views

  15. Compensation Question

    By mjf06241972,   
    • 5 replies
    • 1.3k views

  16. Minimum Age

    By John Feldt ERPA CPC QPA,   
    • 9 replies
    • 1.1k views

  17. HIGHLY COMPENSATED EMPLOYEES ONLY

    By jeanh,
    • 16 replies
    • 4.4k views

  18. Permissable withdrawals (Change of Heart)

    By Nassau,
    • 2 replies
    • 1.5k views

  19. Safe Harbor and Plan Sponsor Acquistion

    By cpc0506,
    • 2 replies
    • 857 views

  20. 9/30 Plan Year End and Catch Up

    By Mr Bagwell,   
    • 7 replies
    • 2.9k views

  21. Vesting on added Profit Sharing Plan

    By Topps_52311,
    • 12 replies
    • 3.3k views

  22. Minimum Gateway and 414(s) Comp

    By buckaroo,
    • 3 replies
    • 2.1k views

  23. Stopping Loan Payments while still employed

    By ewatson12,   
    • 32 replies
    • 34.5k views

  24. Two Safe Harbor plans and 410(b)

    By shERPA,
    • 5 replies
    • 1.8k views

  25. Early Inclusion of Otherwise Eligible Failure

    By Madison71,
    • 1 reply
    • 1.4k views

  26. 401k and DB Plan. Which contribution reduces compensation first?

    By KevinO,   
    • 8 replies
    • 2.1k views

  27. 60 Day Rollover

    By austin3515,
    • 2 replies
    • 928 views

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

    By Jim Chad,
    • 2 replies
    • 1.1k views

  29. Pooled investment account (with ROTH)

    By Basically,
    • 4 replies
    • 2.6k views

  30. measuring year for "Break in Service"?

    By Jim Chad,
    • 3 replies
    • 796 views

  31. Safe Harbor Elimination

    By Dougsbpc,
    • 6 replies
    • 2.4k views

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

    By Lori H,
    • 2 replies
    • 1.9k views

  33. QNECs and 402(g)

    By HWR,   
    • 0 replies
    • 1k views
    • HWR
    • HWR

  34. 401k loan repayment question

    By Schlegdog13,
    • 2 replies
    • 840 views

  35. SH Match true-up required for owner?

    By Puffinator,   
    • 1 reply
    • 866 views

  36. Pass through income

    By austin3515,
    • 5 replies
    • 1.6k views

  37. Required Notices for participants_ Adoption Agreement?

    By RRivera,   
    • 10 replies
    • 5.3k views

  38. End of year amendment to safe harbor 401k

    By Gilmore,
    • 8 replies
    • 1.2k views

  39. Requesting "Minor" Modification of Compliance Statement

    By IhrtERISA,
    • 0 replies
    • 647 views

  40. Rehired Employees

    By Chippy,
    • 3 replies
    • 2.2k views

  41. Catch-up & top heavy

    By R. Butler,
    • 17 replies
    • 5.9k views

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

    By Peter Gulia,   
    • 14 replies
    • 3.4k views

  43. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 967 views

  44. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 2.4k views

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

    By Peter Gulia,   
    • 5 replies
    • 3.4k views

  46. Loan Eraser

    By austin3515,
    • 4 replies
    • 1k views

  47. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.6k views

  48. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.5k views

  49. Sole Prop and Corp Solo 401k question

    By mkaufman,
    • 16 replies
    • 2.4k views

  50. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.7k views
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