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401(k) Plans

19,321 topics in this forum

  1. rights benefits and features

    By Scuba 401,
    • 20 replies
    • 1.8k views

  2. State Retirement Systems/5500

    By MjInvestments,   
    • 2 replies
    • 573 views

  3. Smoke & Mirrors; Accounting standards, SSAE/SOC

    By Puffinator,
    • 6 replies
    • 1.4k views

  4. Restaurant Owners - Control Group

    By coleboy,
    • 2 replies
    • 546 views

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

    By doombuggy,
    • 3 replies
    • 600 views

  6. Top heavy

    By Belgarath,
    • 2 replies
    • 460 views

  7. Missed opportunity in a EACA plan

    By cpc0506,
    • 1 reply
    • 676 views

  8. Controlled Group Question

    By bzorc,
    • 2 replies
    • 412 views

  9. Hardship - Prevent Foreclosure

    By austin3515,
    • 14 replies
    • 2.4k views

  10. Hardship withdrawal for purchase of primary residence

    By alwaysaquestion,
    • 15 replies
    • 10.1k views

  11. Was participant really enrolled?

    By coleboy,
    • 1 reply
    • 422 views

  12. Excess 401K match

    By Cpadave,
    • 2 replies
    • 597 views

  13. small plan Audit Waiver checked on From 5500-SF & Regulated Financial Institution on SAR / AFN

    By AdKu,
    • 2 replies
    • 470 views

  14. Investment Performance Presentation

    By MjInvestments,   
    • 5 replies
    • 846 views

  15. Penalties for not making a top heavy minimum contribution?

    By K2retire,
    • 3 replies
    • 1.2k views

  16. SH Match not made for HCEs only

    By RTB,
    • 7 replies
    • 624 views

  17. Plan Merging into PEO Plan

    By austin3515,
    • 3 replies
    • 1.2k views

  18. Safe harbor non-elective not yet made

    By thepensionmaven,
    • 27 replies
    • 8.6k views

  19. use of different safe harbors

    By thepensionmaven,
    • 4 replies
    • 417 views

  20. Plan Loan Limitations

    By jevd,   
    • 3 replies
    • 593 views

  21. How thoroughly are eviction notices researched submitted for a hardship withdraw?

    By Rod,
    • 10 replies
    • 26.2k views

  22. Aggregate Testing - Different definiton of compensation

    By Trisports,
    • 1 reply
    • 748 views

  23. Control Group - Restaurants

    By coleboy,
    • 6 replies
    • 788 views

  24. Deferral Changes

    By bcsn77,
    • 1 reply
    • 431 views

  25. Law firm with 401-k splitting

    By KevinMc,
    • 1 reply
    • 464 views

  26. Vesting -- Rehired Employee

    By Mr Bagwell,   
    • 17 replies
    • 6.6k views

  27. VCP for Missed PPA Restatement

    By austin3515,
    • 2 replies
    • 920 views

  28. Excluding "Seasonal Employees"

    By austin3515,
    • 12 replies
    • 4.7k views

  29. Wrong Contribution what to do with interest

    By PFranckowiak,
    • 31 replies
    • 2.9k views

  30. Control Group - Separate plan, separate PS

    By Mr Bagwell,   
    • 11 replies
    • 2.1k views

  31. Definition of Matched Contributions

    By Below Ground,   
    • 2 replies
    • 579 views

  32. Bond Requirement - ER (not public) stock in plan

    By John Feldt ERPA CPC QPA,   
    • 5 replies
    • 591 views

  33. Is 100% of deferrals up to 6% SH match okay?

    By BG5150,
    • 2 replies
    • 707 views

  34. Partner matching contribution calculation

    By jsample,
    • 13 replies
    • 2.1k views

  35. Late Deposit Lost Earnings Calculation

    By Archimage,
    • 5 replies
    • 3.1k views

  36. Death of 401ks...Again and Again.

    By goldtpa,
    • 8 replies
    • 1.3k views

  37. Early Entry - Early Eligibility 401(k) Plan

    By KTB,
    • 13 replies
    • 1.4k views

  38. Safe Harbor NonElective

    By thepensionmaven,
    • 16 replies
    • 3.5k views

  39. Otherwise Excludables tested Separately

    By BLM,
    • 1 reply
    • 466 views

  40. Maximum Rate of Matching?

    By Below Ground,   
    • 6 replies
    • 678 views

  41. MEP 401(k) Plan-Does account balance transfer with eEE when changing ER?

    By fynn6%7,   
    • 0 replies
    • 414 views

  42. Safe Harbor Plan - Salary Deferral Election

    By kdubinski,
    • 1 reply
    • 576 views

  43. QACA Auto Increases - who gets increased, and when?

    By Mr401k,
    • 11 replies
    • 1.2k views

  44. Recharacterized elective contributions and ACP Testing

    By buckaroo,
    • 11 replies
    • 2.1k views

  45. Late deposits fixed by using old trade date?

    By AlbanyConsultant,
    • 5 replies
    • 855 views

  46. US Virgin Islands

    By Scuba 401,
    • 3 replies
    • 2.3k views

  47. Employee Refusing Employer Dollars

    By MjInvestments,
    • 10 replies
    • 1.6k views

  48. Funding deadline terminating safe harbor plan

    By Scuba 401,
    • 7 replies
    • 940 views

  49. 40(k) Loan while out on Disability

    By 52626,
    • 4 replies
    • 15.8k views

  50. Single Employer Plan to Multiple Employer Plan

    By buckaroo,
    • 2 replies
    • 1k views
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