401(k) Plans

17,307 topics in this forum

1. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

   By EBECatty, Wednesday at 03:04 PM
   • 9 replies
   • 191 views
   • 
   • MWeddell
   • Friday at 07:07 PM

2. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

   By 401kCotttage, Friday at 06:10 PM
   • 0 replies
   • 26 views
   • 
   • 401kCotttage
   • Friday at 06:10 PM

3. Audit Exemption

   By bzorc, Thursday at 07:21 PM
   • 6 replies
   • 92 views
   • 
   • RatherBeGolfing
   • Friday at 03:26 PM

4. "open" multiple employer plan

   By Robin Wilson, Friday at 11:11 AM
   • 1 reply
   • 47 views
   • 
   • Robin Wilson
   • Friday at 11:12 AM

5. Form 5310 submissions through pay.gov

   By BenefitsBum, Thursday at 05:40 PM
   • 3 replies
   • 57 views
   • 
   • BenefitsBum
   • Thursday at 09:16 PM

6. New SH Notice Rules

   By BG5150, Wednesday at 07:52 PM
   • 1 reply
   • 67 views
   • 
   • pensionreview
   • Thursday at 08:56 PM

7. Off Calendar Catch Up Question

   By Gilmore, Tuesday at 10:14 PM
   • 4 replies
   • 93 views
   • 
   • Gilmore
   • Wednesday at 08:53 PM

8. OFF Calendar Plan Year and 402g Limits

   By Pammie57, Tuesday at 03:27 PM
   • 6 replies
   • 170 views
   • 
   • BG5150
   • Wednesday at 07:26 PM

9. Safe Harbor contribution deadline

   By Jakyasar, October 11
   • 13 replies
   • 216 views
   • 
   • Jakyasar
   • Wednesday at 04:37 PM

10. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat, Wednesday at 02:21 AM
    • 1 reply
    • 98 views
    • 
    • Bird
    • Wednesday at 12:26 PM

11. Matching on the incorrect source...any ideas?

    By Benguru25, October 18
    • 1 reply
    • 70 views
    • 
    • Luke Bailey
    • Wednesday at 03:42 AM

12. multiple entities/ownership - Single or Multiple ER Plan?

    By TPApril, October 5
    • 4 replies
    • 124 views
    • 
    • Mike Preston
    • Tuesday at 07:55 PM

13. Encourage Retirees to take a Lump Sum Distribution

    By Ananda, October 7
    • 19 replies
    • 327 views
    • 
    • Luke Bailey
    • Tuesday at 04:46 PM

14. Single Member Plan, only asset is the participant loan. Okay?

    By Basically Green, October 15
    • 4 replies
    • 151 views
    • 
    • Lou S.
    • October 18

15. 401k and Loan and termination question

    By Fquinones81, October 18
    • 3 replies
    • 138 views
    • 
    • MoJo
    • October 18

16. What is the basic difference between Related Employers & Multiple Employer Plan?

    By stephen20, October 13
    • 3 replies
    • 124 views
    • 
    • QDROphile
    • October 15

17. Match Allocations and Annual Compensation Limits

    By King of Queens, June 9, 2020
    • 12 replies
    • 1.2k views
    • 
    • EagerToKnow
    • October 13

18. Group Term Life

    By Dazednconfused, October 13
    • 1 reply
    • 155 views
    • 
    • CuseFan
    • October 13

19. incorrect deferral withheld

    By Chippy, October 13
    • 4 replies
    • 175 views
    • 
    • BG5150
    • October 13

20. 401K plan - Foreign spouse - No SSN or TIN

    By prof, October 8
    • 6 replies
    • 178 views
    • 
    • CuseFan
    • October 11

21. Recordkeepers who work with Marijuana Dispensaries

    By austin3515, October 10
    • 5 replies
    • 164 views
    • 
    • ESOP Guy
    • October 11

22. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr, October 10
    • 2 replies
    • 151 views
    • 
    • RayJJohnsonJr
    • October 10

23. Safe Harbor Question

    By Dougsbpc, October 10
    • 0 replies
    • 80 views
    • 
    • Dougsbpc
    • October 10

24. 3-year cliff vesting still allowed

    By TPApril, October 7
    • 6 replies
    • 212 views
    • 
    • Luke Bailey
    • October 8

25. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar, October 8
    • 2 replies
    • 157 views
    • 
    • Jakyasar
    • October 8