401(k) Plans

16,016 topics in this forum

1. Summary Annual Report and Right to Receive Benefit

   By TPABob, Friday at 09:00 PM
   • 4 replies
   • 45 views
   • 
   • TPABob
   • Friday at 11:12 PM

2. Roth in Plan Doc but never wanted to offer it

   By PainPA, Thursday at 04:07 PM
   • 2 replies
   • 76 views
   • 
   • Luke Bailey
   • Friday at 10:55 PM

3. Exclude NHCE that are currently eligible

   By justanotheradmin, Tuesday at 05:01 PM
   • 8 replies
   • 231 views
   • 
   • Below Ground
   • Friday at 09:01 PM

4. Terminating MEP participation to start a stand-alone plan

   By jpdc, Thursday at 06:38 PM
   • 0 replies
   • 53 views
   • 
   • jpdc
   • Thursday at 06:38 PM

5. ADP test and Statutory exclusions

   By rcline46, January 6, 2006
   • 17 replies
   • 6,652 views
   • 
   • C. B. Zeller
   • Thursday at 12:22 PM

6. Safe Harbor 401k and Required Top Heavy Test

   By ERISAGal, Wednesday at 07:09 PM   

   • 401k
   • safe harbor 401k
   • (and 1 more)

     Tagged with:

     • 401k
     • safe harbor 401k
     • top heavy issue
   • 5 replies
   • 121 views
   • 
   • Tom Poje
   • Wednesday at 08:03 PM

7. Layoff treated like a termination?

   By spencerhastings, August 11
   • 2 replies
   • 265 views
   • 
   • spencerhastings
   • Tuesday at 03:43 PM

8. Exclude Vesting Prior to Plan Effective Date

   By 401Kerfuffle, Tuesday at 02:32 PM   

   • prior plan
   • 403(b)
   • (and 1 more)

     Tagged with:

     • prior plan
     • 403(b)
     • vesting
   • 0 replies
   • 76 views
   • 
   • 401Kerfuffle
   • Tuesday at 02:32 PM

9. 404a-5 requirements

   By Will, August 17
   • 1 reply
   • 163 views
   • 
   • Pam Shoup
   • August 19

10. sponsor 401(k) and SEP at same time?

    By M Norton, August 15
    • 1 reply
    • 111 views
    • 
    • CuseFan
    • August 19

11. Are RMDs triggered once a distribution is taken?

    By asdfgdfa, August 16
    • 8 replies
    • 285 views
    • 
    • asdfgdfa
    • August 18

12. Loans

    By Tmile1928, August 17
    • 1 reply
    • 173 views
    • 
    • QDROphile
    • August 17

13. Loan help

    By greg, August 16
    • 4 replies
    • 148 views
    • 
    • Lou S.
    • August 16

14. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111, August 15   

    • safe harbor plans
    • 7 replies
    • 210 views
    • 
    • Bri
    • August 16

15. Merging 2 Safe Harbor Plans mid year

    By austin3515, August 14
    • 3 replies
    • 123 views
    • 
    • Luke Bailey
    • August 15

16. Minimum distribution from 401(k) plan

    By rblum50, August 14
    • 3 replies
    • 201 views
    • 
    • rblum50
    • August 15

17. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa, August 14
    • 6 replies
    • 289 views
    • 
    • NJ Mike
    • August 15

18. "Employee Elective Deferral Failure" under RP 2019-19

    By Belgarath, July 2
    • 2 replies
    • 155 views
    • 
    • Below Ground
    • August 14

19. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 8 replies
    • 1,742 views
    • 
    • fmsinc
    • August 14

20. profit sharing deduction timing

    By Minnesota planner, August 2
    • 19 replies
    • 420 views
    • 
    • Below Ground
    • August 12

21. Form 5558's

    By Pammie57, July 29
    • 13 replies
    • 447 views
    • 
    • RatherBeGolfing
    • August 11

22. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates, August 6
    • 8 replies
    • 366 views
    • 
    • RPAS
    • August 9

23. Safe Harbor Eligibility

    By Chippy, August 9
    • 1 reply
    • 218 views
    • 
    • justanotheradmin
    • August 9

24. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown, August 5
    • 9 replies
    • 301 views
    • 
    • imchipbrown
    • August 9

25. Earnings for a missed deferral election -Always DOL Calculator?

    By Loves401(k), April 2, 2018
    • 16 replies
    • 3,072 views
    • 
    • Bird
    • August 8