401(k) Plans

14,856 topics in this forum

1. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

   By erisa parrot, Friday at 01:43 PM
   • 6 replies
   • 79 views
   • 
   • Mike Preston
   • Friday at 10:07 PM

2. Sole Proprietor 401(k) Contributions

   By MJBais1489, Tuesday at 05:47 PM
   • 5 replies
   • 124 views
   • 
   • Mike Preston
   • Wednesday at 07:37 PM

3. Forfeiture Allocation (very tiny amount)

   By BLM, Wednesday at 03:36 PM
   • 3 replies
   • 56 views
   • 
   • Bird
   • Wednesday at 05:25 PM

4. SAR for eligible participants

   By Belgarath, October 9
   • 14 replies
   • 276 views
   • 
   • Bird
   • Wednesday at 05:21 PM

5. hardship post-6 month wait

   By Tom, October 11
   • 3 replies
   • 171 views
   • 
   • RTK
   • Tuesday at 06:28 PM

6. Partial Plan Termination - Gov't Contractor lost bid

   By AdKu, Tuesday at 01:33 PM
   • 1 reply
   • 57 views
   • 
   • CuseFan
   • Tuesday at 03:12 PM

7. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

   By austin3515, January 5, 2016
   • 9 replies
   • 7,751 views
   • 
   • ESOP Guy
   • Monday at 10:58 PM

8. Primary Residential Loans

   By Safeharbor29, May 12, 2015   

   • Loans
   • primary residence
   • (and 1 more)

     Tagged with:

     • Loans
     • primary residence
     • penalties
   • 4 replies
   • 1,364 views
   • 
   • K2retire
   • October 16

9. One inquires if 415(h) affect the CODA limits of 402(g)?

   By Bumppo23, October 16   

   • 402(g)
   • coda
   • (and 3 more)

     Tagged with:

     • 402(g)
     • coda
     • elective deferral
     • controlled group
     • 414(b)
   • 1 reply
   • 47 views
   • 
   • CuseFan
   • October 16

10. Controlled groups and 402(g) limits; one must factor in elective deferrals amongst all controlled group members?

    By Bumppo23, July 9   

    • controlled group
    • elective deferrals
    • (and 2 more)

      Tagged with:

      • controlled group
      • elective deferrals
      • 402(g)
      • affiliated service group
    • 3 replies
    • 127 views
    • 
    • Belgarath
    • October 16

11. 401K residential loan

    By Cookflhx, October 16   

    • 401k
    • residential
    • 1 reply
    • 135 views
    • 
    • ETA Consulting LLC
    • October 16

12. Plan Termination - Short Plan Year

    By Vlad401k, October 16
    • 1 reply
    • 116 views
    • 
    • Tom Poje
    • October 16

13. Employment Contract requires employees to not participate

    By Kevin C, October 11
    • 17 replies
    • 344 views
    • 
    • ETA Consulting LLC
    • October 14

14. missed 2013 Form 8955-SSA

    By cpc0506, February 10, 2015
    • 13 replies
    • 1,219 views
    • 
    • chc93
    • October 12

15. "Participant" definition

    • 1
    • 2

    By psmnlaw, October 10
    • 36 replies
    • 488 views
    • 
    • psmnlaw
    • October 12

16. Participant Notice for non-safe harbor 401(k) plan Termination

    By stephen, October 11   

    • plan termination
    • participant notice
    • 6 replies
    • 108 views
    • 
    • stephen
    • October 11

17. Failed ADP

    By thepensionmaven, October 10
    • 4 replies
    • 206 views
    • 
    • thepensionmaven
    • October 11

18. Deferrals on Bonuses

    By Pammie57, October 10
    • 1 reply
    • 87 views
    • 
    • ETA Consulting LLC
    • October 10

19. Correcting ADP Test Failure Under EPCRS

    By Madison71, October 10
    • 3 replies
    • 77 views
    • 
    • Madison71
    • October 10

20. Adopting Employer and contribution levels

    By ldr, October 9   

    • profit sharing
    • non-discrimination
    • (and 1 more)

      Tagged with:

      • profit sharing
      • non-discrimination
      • coverage
    • 9 replies
    • 136 views
    • 
    • Mr Bagwell
    • October 10

21. RMDs and Rollovers by Term'd Participant

    By KarolineWriter, October 3   

    • rmds rollovers terminations
    • 17 replies
    • 389 views
    • 
    • My 2 cents
    • October 9

22. 415 and noncalendar year

    By DPL, October 5
    • 4 replies
    • 100 views
    • 
    • ESOP Guy
    • October 9

23. Schedule A needed here?

    By AdKu, October 6
    • 5 replies
    • 98 views
    • 
    • Bill Presson
    • October 6

24. Controlled Group Merely Because Other Company Provides Payroll Services, etc.?

    By austin3515, October 6
    • 2 replies
    • 79 views
    • 
    • austin3515
    • October 6

25. ER Forfeitures - ongoing balance

    By TPApril, October 2
    • 19 replies
    • 337 views
    • 
    • RatherBeGolfing
    • October 5