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401(k) Plans

19,334 topics in this forum

  1. Otherwise Excludables tested Separately

    By BLM,
    • 1 reply
    • 469 views

  2. Safe Harbor Non-elective excludes certain HCEs

    By JJRetirement,   
    • 5 replies
    • 2.4k views

  3. Amount in board resolution

    By Zorro1k,   
    • 14 replies
    • 4.3k views

  4. Recharacterized elective contributions and ACP Testing

    By buckaroo,
    • 11 replies
    • 2.2k views

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

    By fynn6%7,   
    • 0 replies
    • 417 views

  6. Safe Harbor Plan - Salary Deferral Election

    By kdubinski,
    • 1 reply
    • 578 views

  7. Late deposits fixed by using old trade date?

    By AlbanyConsultant,
    • 5 replies
    • 860 views

  8. Employee Refusing Employer Dollars

    By MjInvestments,
    • 10 replies
    • 1.6k views

  9. 40(k) Loan while out on Disability

    By 52626,
    • 4 replies
    • 16k views

  10. Funding deadline terminating safe harbor plan

    By Scuba 401,
    • 7 replies
    • 945 views

  11. US Virgin Islands

    By Scuba 401,
    • 3 replies
    • 2.3k views

  12. Fully Vesting only Active Employees

    By 401QUE,   
    • 9 replies
    • 2.3k views

  13. Late deposit of 401(k) and negative earnings

    By MoShawn,
    • 9 replies
    • 6k views

  14. Single Employer Plan to Multiple Employer Plan

    By buckaroo,
    • 2 replies
    • 1k views

  15. 2 types of ER contributions - vested sched vs immediate

    By TPApril,
    • 3 replies
    • 534 views

  16. Reinstating forfeitures after rehire

    By EBDI,
    • 5 replies
    • 4k views

  17. ECPRS / Did Not withhold Elected Amount

    By austin3515,
    • 3 replies
    • 715 views

  18. Discretionary Match Forfeitures

    By Cobras59,
    • 4 replies
    • 599 views

  19. Elective Transfers

    By Gilmore,
    • 1 reply
    • 1.5k views

  20. Auto Enrollment / Permissible Withdrawals

    By austin3515,
    • 5 replies
    • 984 views

  21. Maximum Deferral

    By khn,
    • 11 replies
    • 1.2k views

  22. Late Employer Deposits

    By JKW,
    • 2 replies
    • 837 views
    • JKW
    • JKW

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

    By jimjo,
    • 2 replies
    • 646 views

  24. Hardship withdrawal

    By NStinson1979,
    • 3 replies
    • 548 views

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

    By AdKu,
    • 4 replies
    • 843 views

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

    By TPApril,
    • 0 replies
    • 393 views

  27. 3(16) Providers Revisited

    By TPAJake,
    • 26 replies
    • 3.2k views

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

    By ubermax,
    • 14 replies
    • 2.6k views

  29. 402g Refunds After 4/15 deadline

    By ratherbereading,   
    • 6 replies
    • 1.8k views

  30. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 714 views

  31. Safe harbor non-elective for HCEs

    By thepensionmaven,   
    • 10 replies
    • 2.6k views

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

    By Mel_1999,
    • 4 replies
    • 673 views

  33. Different PS Formulas

    By PFranckowiak,
    • 9 replies
    • 1.3k views

  34. Vesting

    By Chippy,
    • 18 replies
    • 3.6k views

  35. Help on ineligible deferrals

    By Tostevino,
    • 2 replies
    • 1.2k views

  36. Last Day Rule / Last Business Day

    By austin3515,
    • 11 replies
    • 3.7k views

  37. Safe Harbor Document Drafting Question

    By Phlyers,
    • 3 replies
    • 621 views

  38. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant,
    • 3 replies
    • 2.2k views

  39. 401(k) Safe Harbor Match fails 414(s)

    By bcmom,   
    • 22 replies
    • 6k views

  40. Mandatory Cash-Out Question--Unresponsive Accounts Under $1000

    By TPAJake,
    • 10 replies
    • 2.3k views

  41. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 670 views

  42. Safe Harbor status and impermissible hardship

    By 30Rock,
    • 4 replies
    • 601 views

  43. 401(k) with both participant directed accounts and a trustee directed brokerage account

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

  44. Delayed Start of Deferrals for entire Plan

    By 401(k)athryn,   
    • 1 reply
    • 1.3k views

  45. 401(k) deferrals missed on a recent check

    By JKW,
    • 7 replies
    • 1.6k views

  46. Increased excise tax

    By Trisports,   
    • 1 reply
    • 430 views

  47. Prevailing Wage Compensation

    By jeff77,
    • 1 reply
    • 512 views

  48. ECPRS Retroactive Eligibility Amendment

    By austin3515,
    • 5 replies
    • 642 views

  49. Proof of Hardship

    By AKPension,
    • 9 replies
    • 1.3k views

  50. TIAA CREF Conversion

    By MjInvestments,   
    • 2 replies
    • 1.2k views
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