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401(k) Plans

19,517 topics in this forum

  1. Two Safe Harbor plans and 410(b)

    By shERPA,
    • 5 replies
    • 2k views

  2. Early Inclusion of Otherwise Eligible Failure

    By Madison71,
    • 1 reply
    • 1.5k views

  3. 401k and DB Plan. Which contribution reduces compensation first?

    By KevinO,   
    • 8 replies
    • 2.3k views

  4. 60 Day Rollover

    By austin3515,
    • 2 replies
    • 1k views

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

    By Jim Chad,
    • 2 replies
    • 1.2k views

  6. Pooled investment account (with ROTH)

    By Basically,
    • 4 replies
    • 2.9k views

  7. measuring year for "Break in Service"?

    By Jim Chad,
    • 3 replies
    • 930 views

  8. Safe Harbor Elimination

    By Dougsbpc,
    • 6 replies
    • 2.6k views

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

    By Lori H,
    • 2 replies
    • 2k views

  10. QNECs and 402(g)

    By HWR,   
    • 0 replies
    • 1.2k views
    • HWR
    • HWR

  11. 401k loan repayment question

    By Schlegdog13,
    • 2 replies
    • 943 views

  12. SH Match true-up required for owner?

    By Puffinator,   
    • 1 reply
    • 931 views

  13. Pass through income

    By austin3515,
    • 5 replies
    • 1.7k views

  14. Required Notices for participants_ Adoption Agreement?

    By RRivera,   
    • 10 replies
    • 5.6k views

  15. End of year amendment to safe harbor 401k

    By Gilmore,
    • 8 replies
    • 1.4k views

  16. Requesting "Minor" Modification of Compliance Statement

    By IhrtERISA,
    • 0 replies
    • 726 views

  17. Rehired Employees

    By Chippy,
    • 3 replies
    • 2.3k views

  18. Catch-up & top heavy

    By R. Butler,
    • 17 replies
    • 6.1k views

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

    By Peter Gulia,   
    • 14 replies
    • 3.7k views

  20. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 1.1k views

  21. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 2.6k views

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

    By Peter Gulia,   
    • 5 replies
    • 3.5k views

  23. Loan Eraser

    By austin3515,
    • 4 replies
    • 1.1k views

  24. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.7k views

  25. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.6k views

  26. Sole Prop and Corp Solo 401k question

    By mkaufman,
    • 16 replies
    • 2.8k views

  27. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.9k views

  28. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 893 views

  29. Eligibility 101

    By coleboy,
    • 1 reply
    • 836 views

  30. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 881 views

  31. eligibility

    By pmacduff,
    • 9 replies
    • 3.6k views

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

    By KTB,
    • 1 reply
    • 731 views

  33. New Partner Eligibility to 401(k)

    By michael519,
    • 3 replies
    • 1k views

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

    By MarZDoates,
    • 4 replies
    • 1.2k views

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

    By ERISA-Bubs,
    • 14 replies
    • 2.1k views

  36. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer,
    • 15 replies
    • 101.5k views

  37. Independent contractor medical practice

    By R. Butler,
    • 7 replies
    • 2.2k views

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

    By Chippy,
    • 13 replies
    • 2.2k views

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

    By Basically,   
    • 8 replies
    • 1.4k views

  40. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 1.3k views

  41. 401K Deferral Question

    By JimW58,
    • 32 replies
    • 7.3k views

  42. ADP/ACP Refund Earnings

    By pjb1835,
    • 3 replies
    • 3.1k views

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

    By Jim Chad,
    • 1 reply
    • 682 views

  44. compensation used in a QNEC

    By Santo Gold,
    • 11 replies
    • 2.5k views

  45. Union Provisions in SPD

    By khn,
    • 3 replies
    • 1.2k views

  46. Vesting

    By Chippy,
    • 5 replies
    • 1.7k views

  47. 401(K) sole-proprietor with employees

    By wiiabenefits,
    • 23 replies
    • 8.2k views

  48. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 822 views

  49. EACA and Auto Escalation

    By 52626,
    • 0 replies
    • 1.4k views

  50. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 2.3k views
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