401(k) Plans

14,739 topics in this forum

1. Balance Forward Earning Accounting

   By armand2706, 2 hours ago
   • 0 replies
   • 8 views
   • 
   • armand2706
   • 2 hours ago

2. Is it Practicing Law?

   By austin3515, Wednesday at 06:09 PM
   • 23 replies
   • 261 views
   • 
   • MoJo
   • 6 hours ago

3. Second 401K Loan Question

   By Guest stancel, June 25, 2012
   • 18 replies
   • 16,298 views
   • 
   • hr for me
   • 11 hours ago

4. Late Discretionary Matching Contribution

   By KarolineWriter, Tuesday at 08:11 PM   

   • late match
   • 8 replies
   • 200 views
   • 
   • TPAJake
   • 13 hours ago

5. Sole Prop - 25% PS and max deferral

   By tjw572, Monday at 09:02 PM   

   • sole prop
   • catchup
   • 7 replies
   • 196 views
   • 
   • Earl
   • Tuesday at 05:01 PM

6. Fidelity Investments and Duplicate or "Bad" SSNs

   • 1
   • 2

   By Christine Roberts, April 8, 2015
   • 26 replies
   • 2,319 views
   • 
   • MoJo
   • Monday at 05:25 PM

7. Docusign for Plan documents

   By austin3515, August 10
   • 19 replies
   • 255 views
   • 
   • Fiduciary Guidance Counsel
   • August 11

8. Are employees of Excludable Class part of ACP test

   By dmb, August 11
   • 3 replies
   • 169 views
   • 
   • Luke Bailey
   • August 11

9. First Year Audit of a Plan

   By J Krimmel, August 10
   • 4 replies
   • 121 views
   • 
   • bzorc
   • August 11

10. Schedule C (Form 5500) - Record Keeping fee

    By AdKu, August 11   

    • schedule c (form 5500) - record keeping fee
    • 0 replies
    • 43 views
    • 
    • AdKu
    • August 11

11. 401(k) outside asset

    By John geer, August 8   

    • 401(k)
    • custodian
    • (and 1 more)

      Tagged with:

      • 401(k)
      • custodian
      • special situation
    • 9 replies
    • 223 views
    • 
    • David74
    • August 10

12. Hardship Distribution

    By thepensionmaven, August 9   

    • hardship max
    • 4 replies
    • 66 views
    • 
    • thepensionmaven
    • August 10

13. Beneficiary

    By vmh24rar, August 9
    • 3 replies
    • 75 views
    • 
    • david rigby
    • August 9

14. Manual ADP Refunds

    By KarolineWriter, August 8   

    • adp test; refunds
    • 10 replies
    • 139 views
    • 
    • david rigby
    • August 9

15. Unresponsive Beneficiary

    By BLM, August 9
    • 3 replies
    • 91 views
    • 
    • My 2 cents
    • August 9

16. Leaving PEO Plan When CO is Acquired

    By 401 Chaos, August 4
    • 11 replies
    • 209 views
    • 
    • TPAJake
    • August 8

17. Rescinding a safe harbor cancellation

    By WhoLetTheDogsOut, August 8
    • 1 reply
    • 150 views
    • 
    • Kevin C
    • August 8

18. Self employed deposits too much into 401k...Any suggestions for the excess

    By jkharvey, August 3
    • 4 replies
    • 143 views
    • 
    • ETA Consulting LLC
    • August 8

19. Participant Loan - terminated participant

    By Pammie57, August 7
    • 3 replies
    • 104 views
    • 
    • CuseFan
    • August 7

20. Top Heavy - Initial Plan Year accrual not paid

    By legort69, August 3   

    • top heavy
    • initial plan year
    • (and 1 more)

      Tagged with:

      • top heavy
      • initial plan year
      • accrual
    • 2 replies
    • 99 views
    • 
    • RatherBeGolfing
    • August 4

21. Does a participant have a claim for getting what he asked for?

    • 1
    • 2

    By Fiduciary Guidance Counsel, July 31   

    • erisa; fiduciary; claims; litigation
    • 40 replies
    • 525 views
    • 
    • RatherBeGolfing
    • August 3

22. Percentage of trustee/participant directed 401k plans

    By spiritrider, August 1
    • 20 replies
    • 299 views
    • 
    • ESOP Guy
    • August 3

23. Union Plan

    • 1
    • 2

    By Kevin C, July 26
    • 29 replies
    • 470 views
    • 
    • shERPA
    • August 1

24. Fiscal Year contribution funding for Calendar Year Plan

    By BLM, August 1
    • 0 replies
    • 68 views
    • 
    • BLM
    • August 1

25. using integrated formula instead of cross testing

    By Pixie, July 28   

    • cross testing
    • new comparability
    • 6 replies
    • 233 views
    • 
    • CuseFan
    • July 31