401(k) Plans

19,299 topics in this forum

1. Safe Harbor Nonelective mid year change to comp definition

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

2. No show jobs and benefits

   By ratherbereading, January 6, 2017
   • 38 replies
   • 6.1k views
   • 
   • Belgarath
   • June 20, 2017

3. Son as Financial Advisor

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

4. 401(k) Plan - with Coverage, ADP/ACP failures

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

5. Safe Harbor nonelective with after-tax contributions

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

6. Life Insurance Questions

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

7. Late Deposit of Deferrals?

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

8. 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

9. 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

10. 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

11. Distribution paperwork for an Estate

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

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

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

13. ARA Comment Letter on Amending Safe Harbor Plans

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

14. 401k loan default time limit

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

15. Fiduciary Rule

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

16. Missed RMD VCP

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

17. Bottom Up QNEC Question

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

18. Normal Blackout

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

19. brokerage windows

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

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

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

21. Hardship withdrawal for purchase of primary residence

    By alwaysaquestion, May 30, 2017
    • 15 replies
    • 9.8k views
    • 
    • Mike Preston
    • June 2, 2017

22. LLC as an investment

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

23. off calendar year

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

24. rights benefits and features

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

25. Can Plan Sponsor Reimburse Plan for Fees Paid?

    By JWRB, June 1, 2017
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • June 2, 2017

26. Control Group - Separate plan, separate PS

    By Mr Bagwell, May 15, 2017   

    • control group testing
    • profit sharing
    • (and 1 more)

      Tagged with:

      • control group testing
      • profit sharing
      • 410b
    • 11 replies
    • 2.1k views
    • 
    • austin3515
    • June 2, 2017

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

    By KTB, May 9, 2017
    • 13 replies
    • 1.4k views
    • 
    • Belgarath
    • June 2, 2017

28. Related Rollover or not

    By cpc0506, June 1, 2017
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • June 2, 2017

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

    By Puffinator, June 1, 2017
    • 6 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 1, 2017

30. Hardship - Prevent Foreclosure

    By austin3515, May 30, 2017
    • 14 replies
    • 2.4k views
    • 
    • pmacduff
    • June 1, 2017

31. Compensation exclusions

    By hileman, June 1, 2017
    • 3 replies
    • 549 views
    • 
    • CuseFan
    • June 1, 2017

32. Restaurant Owners - Control Group

    By coleboy, June 1, 2017
    • 2 replies
    • 531 views
    • 
    • TPAJake
    • June 1, 2017

33. State Retirement Systems/5500

    By MjInvestments, June 1, 2017   

    • 5500
    • 2 replies
    • 562 views
    • 
    • CuseFan
    • June 1, 2017

34. Top heavy

    By Belgarath, June 1, 2017
    • 2 replies
    • 452 views
    • 
    • Belgarath
    • June 1, 2017

35. Controlled Group Question

    By bzorc, May 30, 2017
    • 2 replies
    • 406 views
    • 
    • bzorc
    • May 30, 2017

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

    By AdKu, May 26, 2017
    • 2 replies
    • 465 views
    • 
    • BG5150
    • May 30, 2017

37. Missed opportunity in a EACA plan

    By cpc0506, May 30, 2017
    • 1 reply
    • 671 views
    • 
    • BG5150
    • May 30, 2017

38. Excess 401K match

    By Cpadave, May 27, 2017
    • 2 replies
    • 582 views
    • 
    • Bird
    • May 30, 2017

39. Was participant really enrolled?

    By coleboy, May 30, 2017
    • 1 reply
    • 415 views
    • 
    • ETA Consulting LLC
    • May 30, 2017

40. Investment Performance Presentation

    By MjInvestments, May 26, 2017   

    • investments
    • 5 replies
    • 815 views
    • 
    • Peter Gulia
    • May 26, 2017

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

    By K2retire, May 26, 2017
    • 3 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • May 26, 2017

42. SH Match not made for HCEs only

    By RTB, May 25, 2017
    • 7 replies
    • 616 views
    • 
    • BG5150
    • May 26, 2017

43. Maximum Rate of Matching?

    By Below Ground, May 5, 2017   

    • 200% match?
    • 6 replies
    • 667 views
    • 
    • Below Ground
    • May 25, 2017

44. Plan Merging into PEO Plan

    By austin3515, May 25, 2017
    • 3 replies
    • 1.1k views
    • 
    • hr for me
    • May 25, 2017

45. use of different safe harbors

    By thepensionmaven, May 24, 2017
    • 4 replies
    • 410 views
    • 
    • Belgarath
    • May 24, 2017

46. Plan Loan Limitations

    By jevd, May 22, 2017   

    • plan loans
    • limitations
    • 3 replies
    • 582 views
    • 
    • NJ Mike
    • May 24, 2017

47. Excluding "Seasonal Employees"

    By austin3515, May 17, 2017
    • 12 replies
    • 4.6k views
    • 
    • BeckyMiller
    • May 22, 2017

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

    By Rod, May 21, 2017
    • 10 replies
    • 25.9k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2017

49. Aggregate Testing - Different definiton of compensation

    By Trisports, May 19, 2017
    • 1 reply
    • 733 views
    • 
    • Tom Poje
    • May 22, 2017

50. Control Group - Restaurants

    By coleboy, May 19, 2017
    • 6 replies
    • 779 views
    • 
    • ESOP Guy
    • May 19, 2017