401(k) Plans

19,275 topics in this forum

1. Spousal Consent Requirements

   By Stash026, July 11, 2017
   • 4 replies
   • 3.6k views
   • 
   • My 2 cents
   • July 11, 2017

2. Delinquent contributions - large to small plan

   By TPApril, July 10, 2017   

   • use small plan safe harbor?
   • 10 replies
   • 970 views
   • 
   • TPApril
   • July 11, 2017

3. Short Plan Year and 2 1/2 month deadline

   By buckaroo, July 11, 2017
   • 1 reply
   • 862 views
   • 
   • Tom Poje
   • July 11, 2017

4. Safe Harbor Loan Provisions

   By RRivera, July 7, 2017
   • 2 replies
   • 572 views
   • 
   • Tom Poje
   • July 7, 2017

5. Employer withheld 401k election amount twice

   By Dkozer, July 6, 2017   

   • 401k with holding error
   • 9 replies
   • 2.2k views
   • 
   • Dkozer
   • July 7, 2017

6. How many pages is the plan document?

   By Peter Gulia, June 29, 2017   

   • prototype; volume-submitter; adoption agreement
   • 31 replies
   • 2.5k views
   • 
   • RatherBeGolfing
   • July 5, 2017

7. ERISA Expense Account - Allocation to Participants

   By 401klubkid, June 30, 2017
   • 10 replies
   • 5.4k views
   • 
   • RatherBeGolfing
   • July 3, 2017

8. Hiring consultant to lead 401(k) RFP

   By formeractuary, June 28, 2017
   • 13 replies
   • 3.1k views
   • 
   • AKconsult
   • July 2, 2017

9. Overriding Vesting

   By khn, June 27, 2017
   • 14 replies
   • 2.9k views
   • 
   • Below Ground
   • June 30, 2017

10. Workers Comp wages

    By bevfair, June 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • June 30, 2017

11. Is this Severance or even Plan Compensation

    By jkharvey, June 30, 2017
    • 3 replies
    • 635 views
    • 
    • RatherBeGolfing
    • June 30, 2017

12. 401k Set Up Trouble

    By coleboy, June 29, 2017
    • 9 replies
    • 646 views
    • 
    • Belgarath
    • June 30, 2017

13. combined 401K contribution limits

    By CG1, June 29, 2017
    • 4 replies
    • 640 views
    • 
    • CG1
    • June 30, 2017

14. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 13.7k views
    • 
    • jpod
    • June 29, 2017

15. Late Deferral + Loan Pmt Deposit - How to Correct?

    By cheersmate, June 21, 2017   

    • late deferrals
    • correction of late deposit
    • (and 2 more)

      Tagged with:

      • late deferrals
      • correction of late deposit
      • late deferral procedures
      • late 401k deposit
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 29, 2017

16. HCEs work at two locations of car dealership.

    By Tapestry, June 28, 2017   

    • hce
    • 3 replies
    • 974 views
    • 
    • david rigby
    • June 29, 2017

17. Adding Safe Harbor Non-Elective and Deferrals to Profit Sharing Plan Mid-Year

    By Phlyers, June 27, 2017
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • June 28, 2017

18. 1065 K-1 / Roth 401k

    By austin3515, June 27, 2017
    • 0 replies
    • 1k views
    • 
    • austin3515
    • June 27, 2017

19. DOL Advisory Opinion 81-78

    By Wessex, June 26, 2017
    • 0 replies
    • 428 views
    • 
    • Wessex
    • June 26, 2017

20. Health Care Saving Account and 415 compensation

    By 30Rock, June 23, 2017
    • 2 replies
    • 1k views
    • 
    • 30Rock
    • June 23, 2017

21. Changing the Lead Employer in a MEP

    By Sidney, June 15, 2017
    • 4 replies
    • 915 views
    • 
    • Sidney
    • June 23, 2017

22. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.3k views
    • 
    • MoJo
    • June 23, 2017

23. 401 (k) Plan Participant Claim

    By DPSRich, June 22, 2017
    • 3 replies
    • 1.1k views
    • 
    • DPSRich
    • June 23, 2017

24. Voluntary After-Tax Distributions

    By Nate X, June 9, 2017   

    • after-tax
    • aftertax
    • (and 1 more)

      Tagged with:

      • after-tax
      • aftertax
      • voluntary
    • 2 replies
    • 1.5k views
    • 
    • lp1965
    • June 22, 2017

25. Enrollment Meeting "Script"

    By austin3515, June 21, 2017
    • 17 replies
    • 1.7k views
    • 
    • TPAJake
    • June 22, 2017

26. How much will my company match?

    By GonGon, June 20, 2017   

    • savings
    • retirement
    • (and 3 more)

      Tagged with:

      • savings
      • retirement
      • match
      • contribution
      • 401k
    • 5 replies
    • 886 views
    • 
    • ESOP Guy
    • June 21, 2017

27. Safe Harbor Nonelective mid year change to comp definition

    By Belgarath, June 20, 2017
    • 7 replies
    • 2.4k views
    • 
    • Tom Poje
    • June 21, 2017

28. No show jobs and benefits

    By ratherbereading, January 6, 2017
    • 38 replies
    • 6k views
    • 
    • Belgarath
    • June 20, 2017

29. Son as Financial Advisor

    By Zoey, June 19, 2017
    • 8 replies
    • 1.9k views
    • 
    • Zoey
    • June 20, 2017

30. 401(k) Plan - with Coverage, ADP/ACP failures

    By msmith, June 13, 2017
    • 8 replies
    • 1.5k views
    • 
    • msmith
    • June 19, 2017

31. Safe Harbor nonelective with after-tax contributions

    By Scuba 401, June 15, 2017
    • 4 replies
    • 538 views
    • 
    • spiritrider
    • June 16, 2017

32. Life Insurance Questions

    By Ron401k, June 15, 2017
    • 5 replies
    • 784 views
    • 
    • Bill Presson
    • June 16, 2017

33. Late Deposit of Deferrals?

    By BG5150, January 19, 2017
    • 6 replies
    • 1.1k views
    • 
    • RestAssured
    • June 15, 2017

34. Top Heavy test For a Terminating Plan

    By ratherbereading, June 15, 2017   

    • top heavy; plan termination
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 15, 2017

35. eligibility Different eligibility provisions for different job classes

    By TX-TPA-Guy, June 14, 2017   

    • 401(k)
    • job class
    • 9 replies
    • 2.8k views
    • 
    • TX-TPA-Guy
    • June 14, 2017

36. Amend Plan to exclude certain employees

    By TPA Bob, June 12, 2017   

    • exclusions
    • employees
    • (and 1 more)

      Tagged with:

      • exclusions
      • employees
      • amendment
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • June 14, 2017

37. Distribution paperwork for an Estate

    By austin3515, June 9, 2017
    • 14 replies
    • 2k views
    • 
    • D Lewis
    • June 13, 2017

38. Vest Top Heavy Contribution Separately from Profit Sharing Contribution?

    By JWRB, June 7, 2017
    • 5 replies
    • 1.2k views
    • 
    • JWRB
    • June 12, 2017

39. ARA Comment Letter on Amending Safe Harbor Plans

    By austin3515, June 9, 2017
    • 2 replies
    • 493 views
    • 
    • RatherBeGolfing
    • June 10, 2017

40. 401k loan default time limit

    By rklawns, June 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 9, 2017

41. Fiduciary Rule

    By Scuba 401, June 8, 2017
    • 4 replies
    • 824 views
    • 
    • Scuba 401
    • June 9, 2017

42. Missed RMD VCP

    By austin3515, June 7, 2017
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • June 9, 2017

43. Bottom Up QNEC Question

    By Vlad401k, June 8, 2017
    • 2 replies
    • 3.4k views
    • 
    • Tom Poje
    • June 8, 2017

44. Normal Blackout

    By austin3515, June 5, 2017
    • 3 replies
    • 625 views
    • 
    • hr for me
    • June 5, 2017

45. brokerage windows

    By Scuba 401, June 5, 2017
    • 13 replies
    • 1.7k views
    • 
    • My 2 cents
    • June 5, 2017

46. P/T ees excluded from plan but allowed to defer

    By doombuggy, June 1, 2017
    • 3 replies
    • 578 views
    • 
    • Belgarath
    • June 5, 2017

47. Hardship withdrawal for purchase of primary residence

    By alwaysaquestion, May 30, 2017
    • 15 replies
    • 9.6k views
    • 
    • Mike Preston
    • June 2, 2017

48. LLC as an investment

    By Scuba 401, June 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • MoJo
    • June 2, 2017

49. off calendar year

    By thepensionmaven, June 2, 2017
    • 2 replies
    • 392 views
    • 
    • CuseFan
    • June 2, 2017

50. rights benefits and features

    By Scuba 401, June 1, 2017
    • 20 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 2, 2017