Jump to content

401(k) Plans

19,499 topics in this forum

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

    By Peter Gulia,   
    • 14 replies
    • 3.6k views

  2. When to withhold money for Automatic Enrollment plans

    By leesuh12,
    • 4 replies
    • 998 views

  3. 401k RMD for surviving spouse, sole beneficiary

    By Janie,   
    • 4 replies
    • 2.4k views

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

    By Peter Gulia,   
    • 5 replies
    • 3.4k views

  5. Loan Eraser

    By austin3515,
    • 4 replies
    • 1.1k views

  6. Amendment to Change Method for Crediting Service

    By ERISAAPPLE,
    • 3 replies
    • 1.6k views

  7. Non-excludable to excludable classification - Eligibility question

    By Trisports,
    • 4 replies
    • 1.6k views

  8. Sole Prop and Corp Solo 401k question

    By mkaufman,
    • 16 replies
    • 2.6k views

  9. Paying Federal & State taxes on distributions

    By bpenfold,   
    • 7 replies
    • 1.8k views

  10. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 864 views

  11. Eligibility 101

    By coleboy,
    • 1 reply
    • 803 views

  12. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 823 views

  13. eligibility

    By pmacduff,
    • 9 replies
    • 3.5k views

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

    By KTB,
    • 1 reply
    • 678 views

  15. New Partner Eligibility to 401(k)

    By michael519,
    • 3 replies
    • 1k views

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

    By MarZDoates,
    • 4 replies
    • 1.1k views

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

    By ERISA-Bubs,
    • 14 replies
    • 2k views

  18. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer,
    • 15 replies
    • 100.8k views

  19. Independent contractor medical practice

    By R. Butler,
    • 7 replies
    • 2.1k views

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

    By Chippy,
    • 13 replies
    • 2.1k views

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

    By Basically,   
    • 8 replies
    • 1.3k views

  22. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 1.2k views

  23. 401K Deferral Question

    By JimW58,
    • 32 replies
    • 6.9k views

  24. ADP/ACP Refund Earnings

    By pjb1835,
    • 3 replies
    • 3k views

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

    By Jim Chad,
    • 1 reply
    • 617 views

  26. compensation used in a QNEC

    By Santo Gold,
    • 11 replies
    • 2.3k views

  27. Union Provisions in SPD

    By khn,
    • 3 replies
    • 1.2k views

  28. Vesting

    By Chippy,
    • 5 replies
    • 1.6k views

  29. 401(K) sole-proprietor with employees

    By wiiabenefits,
    • 23 replies
    • 7.9k views

  30. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 783 views

  31. EACA and Auto Escalation

    By 52626,
    • 0 replies
    • 1.4k views

  32. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 2.2k views

  33. reversion of assets and safe harbor plan

    By Tom Poje,
    • 13 replies
    • 5.4k views

  34. Hurricane Relief Distribution and Loan Documentation

    By khn,
    • 1 reply
    • 994 views

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

    By Jim Chad,
    • 3 replies
    • 1.8k views

  36. Prevailing wage only plan termination

    By pjb1835,   
    • 2 replies
    • 869 views

  37. Fidelity Bond / Inflation Guard

    By austin3515,
    • 10 replies
    • 5.3k views

  38. New Controlled Group

    By PFranckowiak,
    • 7 replies
    • 1.5k views

  39. Excess Deferral Refunded Before Year End

    By coleboy,
    • 6 replies
    • 2.4k views

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

    By AndrewZ,
    • 1 reply
    • 1.3k views

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

    By Jim Chad,
    • 20 replies
    • 5.7k views

  42. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 866 views

  43. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 1.1k views

  44. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 2.3k views

  45. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.5k views

  46. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1.5k views

  47. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 2.2k views

  48. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.9k views

  49. ACP testing, excluded class of employees

    By Belgarath,
    • 6 replies
    • 1.8k views

  50. First Contribution to 401(K) Plan

    By Guest Mike Schwing,
    • 18 replies
    • 15.8k views
×
×
  • Create New...