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401(k) Plans

19,362 topics in this forum

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

    By jimjo,
    • 2 replies
    • 653 views

  2. Hardship withdrawal

    By NStinson1979,
    • 3 replies
    • 557 views

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

    By AdKu,
    • 4 replies
    • 854 views

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

    By TPApril,
    • 0 replies
    • 399 views

  5. 3(16) Providers Revisited

    By TPAJake,
    • 26 replies
    • 3.3k views

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

    By ubermax,
    • 14 replies
    • 3k views

  7. 402g Refunds After 4/15 deadline

    By ratherbereading,   
    • 6 replies
    • 1.8k views

  8. Electronic Signatures for Loans

    By jim241,   
    • 1 reply
    • 742 views

  9. Safe harbor non-elective for HCEs

    By thepensionmaven,   
    • 10 replies
    • 2.6k views

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

    By Mel_1999,
    • 4 replies
    • 680 views

  11. Different PS Formulas

    By PFranckowiak,
    • 9 replies
    • 1.3k views

  12. Vesting

    By Chippy,
    • 18 replies
    • 3.7k views

  13. Help on ineligible deferrals

    By Tostevino,
    • 2 replies
    • 1.2k views

  14. Last Day Rule / Last Business Day

    By austin3515,
    • 11 replies
    • 3.7k views

  15. Safe Harbor Document Drafting Question

    By Phlyers,
    • 3 replies
    • 626 views

  16. Changing discretionary per-payroll match mid-year

    By AlbanyConsultant,
    • 3 replies
    • 2.2k views

  17. 401(k) Safe Harbor Match fails 414(s)

    By bcmom,   
    • 22 replies
    • 6.1k views

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

    By TPAJake,
    • 10 replies
    • 2.3k views

  19. Another ECPRS Retroactive Eligibility Amendment question

    By RatherBeGolfing,
    • 2 replies
    • 678 views

  20. Safe Harbor status and impermissible hardship

    By 30Rock,
    • 4 replies
    • 607 views

  21. 401(k) with both participant directed accounts and a trustee directed brokerage account

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

  22. Delayed Start of Deferrals for entire Plan

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

  23. 401(k) deferrals missed on a recent check

    By JKW,
    • 7 replies
    • 1.7k views

  24. Increased excise tax

    By Trisports,   
    • 1 reply
    • 436 views

  25. Prevailing Wage Compensation

    By jeff77,
    • 1 reply
    • 519 views

  26. ECPRS Retroactive Eligibility Amendment

    By austin3515,
    • 5 replies
    • 647 views

  27. Proof of Hardship

    By AKPension,
    • 9 replies
    • 1.3k views

  28. TIAA CREF Conversion

    By MjInvestments,   
    • 2 replies
    • 1.2k views

  29. Early participation

    By Belgarath,
    • 2 replies
    • 650 views

  30. Excluding Interns as a Class from 401(k) Plan Participation

    By coleboy,
    • 10 replies
    • 9.2k views

  31. New Comp Contribution red flags

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

  32. Discretionary Match

    By Nuts,   
    • 4 replies
    • 1.3k views

  33. VFCP Program

    By austin3515,
    • 8 replies
    • 1.2k views

  34. 401K active loan, then hardship request on balance with resignation

    By Aeolia,
    • 2 replies
    • 702 views

  35. 401(k) plan + SEP, and nondiscrimination testing

    By AndrewZ,
    • 0 replies
    • 596 views

  36. Hardships and Rehire

    By 52626,
    • 2 replies
    • 706 views

  37. Can you exclude catchups from SH Match?

    By Jim Chad,
    • 2 replies
    • 559 views

  38. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish,
    • 6 replies
    • 1.4k views

  39. Life Insurance Plans in 401(k)

    By 401(k) DUDE,
    • 1 reply
    • 421 views

  40. SEP IRA In SAme Year as 401k

    By austin3515,
    • 7 replies
    • 1.1k views

  41. Successor plan rule

    By R.G.,
    • 21 replies
    • 7.1k views

  42. 401k vesting lost when transferring abroad

    By George,
    • 2 replies
    • 639 views

  43. Empower/KGPF Lawsuit

    By austin3515,
    • 12 replies
    • 10.4k views

  44. State FMLA and Break In Service

    By goldtpa,
    • 1 reply
    • 633 views

  45. Term of Service Waiver

    By whistlingvivaldi,   
    • 3 replies
    • 434 views

  46. Earned Income Calculation

    By austin3515,
    • 1 reply
    • 401 views

  47. Earned Income Calculation

    By austin3515,
    • 1 reply
    • 540 views

  48. Remove Auto Enroll

    By CJS07,   
    • 2 replies
    • 2.3k views

  49. Must an individual-designed-plan be restated if compliant?

    By kmhaab,   
    • 4 replies
    • 1.4k views

  50. EPCRS Correction / Loan Default

    By austin3515,
    • 15 replies
    • 2.5k views
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