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401(k) Plans

19,275 topics in this forum

  1. Employee Refusing Employer Dollars

    By MjInvestments,
    • 10 replies
    • 1.6k views

  2. Funding deadline terminating safe harbor plan

    By Scuba 401,
    • 7 replies
    • 927 views

  3. 40(k) Loan while out on Disability

    By 52626,
    • 4 replies
    • 15.4k views

  4. Single Employer Plan to Multiple Employer Plan

    By buckaroo,
    • 2 replies
    • 1k views

  5. Reinstating forfeitures after rehire

    By EBDI,
    • 5 replies
    • 3.9k views

  6. 2 types of ER contributions - vested sched vs immediate

    By TPApril,
    • 3 replies
    • 516 views

  7. Discretionary Match Forfeitures

    By Cobras59,
    • 4 replies
    • 577 views

  8. Auto Enrollment / Permissible Withdrawals

    By austin3515,
    • 5 replies
    • 953 views

  9. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.4k views

  10. Safe Harbor Non-elective excludes certain HCEs

    By JJRetirement,   
    • 5 replies
    • 2.4k views

  11. Forfeitures from a DC plan to fund a DB plan of the same ER

    By AdKu,
    • 4 replies
    • 825 views

  12. Hardship withdrawal

    By NStinson1979,
    • 3 replies
    • 521 views

  13. Historical corrections for 5500's & late 401k

    By TPApril,
    • 0 replies
    • 379 views

  14. Maximum Deferral

    By khn,
    • 11 replies
    • 1.2k views

  15. 402g Refunds After 4/15 deadline

    By ratherbereading,   
    • 6 replies
    • 1.7k views

  16. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 654 views

  17. Solo 401(k) & Max Profit Sharing Contribution

    By ubermax,
    • 14 replies
    • 2.3k views

  18. Are Loans Taxed Twice?? 1 2

    By austin3515,
    • 87 replies
    • 14.1k views

  19. Corrective process for IRA after-tax basis rolled into 401k?

    By jimjo,
    • 2 replies
    • 627 views

  20. 3(16) Providers Revisited

    By TPAJake,
    • 26 replies
    • 3.1k views

  21. Help on ineligible deferrals

    By Tostevino,
    • 2 replies
    • 1.2k views

  22. Excluding EE's who work less than 20 hours per week when eligibility requirement is 30 days of service

    By Mel_1999,
    • 4 replies
    • 645 views

  23. Vesting

    By Chippy,
    • 18 replies
    • 3.4k views

  24. Last Day Rule / Last Business Day

    By austin3515,
    • 11 replies
    • 3.6k views

  25. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant,
    • 3 replies
    • 2.1k views

  26. Safe Harbor Document Drafting Question

    By Phlyers,
    • 3 replies
    • 595 views

  27. Different PS Formulas

    By PFranckowiak,
    • 9 replies
    • 1.2k views

  28. Safe harbor non-elective for HCEs

    By thepensionmaven,   
    • 10 replies
    • 2.5k views

  29. Fully Vesting only Active Employees

    By 401QUE,   
    • 9 replies
    • 2.2k views

  30. Late Employer Deposits

    By JKW,
    • 2 replies
    • 807 views
    • JKW
    • JKW

  31. 401(k) with both participant directed accounts and a trustee directed brokerage account

    By lradimer,   
    • 1 reply
    • 742 views
    • K2
    • K2

  32. 401(k) Safe Harbor Match fails 414(s)

    By bcmom,   
    • 22 replies
    • 5.9k views

  33. Safe Harbor status and impermissible hardship

    By 30Rock,
    • 4 replies
    • 583 views

  34. Delayed Start of Deferrals for entire Plan

    By 401(k)athryn,   
    • 1 reply
    • 1.2k views

  35. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 656 views

  36. Prevailing Wage Compensation

    By jeff77,
    • 1 reply
    • 498 views

  37. 401(k) deferrals missed on a recent check

    By JKW,
    • 7 replies
    • 1.6k views

  38. Increased excise tax

    By Trisports,   
    • 1 reply
    • 408 views

  39. ECPRS Retroactive Eligibility Amendment

    By austin3515,
    • 5 replies
    • 627 views

  40. TIAA CREF Conversion

    By MjInvestments,   
    • 2 replies
    • 1.1k views

  41. Early participation

    By Belgarath,
    • 2 replies
    • 630 views

  42. New Comp Contribution red flags

    By Sammiemor,
    • 7 replies
    • 819 views
    • K2
    • K2

  43. 401(k) plan + SEP, and nondiscrimination testing

    By AndrewZ,
    • 0 replies
    • 554 views

  44. 401K active loan, then hardship request on balance with resignation

    By Aeolia,
    • 2 replies
    • 678 views

  45. 415 Excess Contribution with Employee Deferrals

    By TPA Bob,
    • 10 replies
    • 2.5k views

  46. VFCP Program

    By austin3515,
    • 8 replies
    • 1.1k views

  47. Proof of Hardship

    By AKPension,
    • 9 replies
    • 1.2k views

  48. Can you exclude catchups from SH Match?

    By Jim Chad,
    • 2 replies
    • 527 views

  49. Hardships and Rehire

    By 52626,
    • 2 replies
    • 682 views

  50. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish,
    • 6 replies
    • 1.3k views
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