401(k) Plans

16,706 topics in this forum

1. Start Up Safe Harbor 3% QNEC

   By TPA Bob, 6 hours ago   

   • start up safe harbor
   • 2 replies
   • 28 views
   • 
   • TPA Bob
   • 4 hours ago

2. Written directions for a New Comparability allocation

   By ldr, Tuesday at 08:14 PM   

   • cross testing
   • new comparability
   • 10 replies
   • 145 views
   • 
   • ldr
   • 5 hours ago

3. ADP test refund going to automatic non-deductible contribution bucket?

   By ldr, Friday at 08:59 PM   

   • adp test; non-deductible contributions
   • 17 replies
   • 225 views
   • 
   • BG5150
   • 6 hours ago

4. 401k vs. Keogh

   By jgerardy, Monday at 10:57 PM
   • 5 replies
   • 115 views
   • 
   • Peter Gulia
   • Yesterday at 12:56 AM

5. Controlled Group status (100% of Company A and 50% of company B)

   By Sammiemor, September 18
   • 4 replies
   • 138 views
   • 
   • DJL
   • Tuesday at 02:27 PM

6. Student loan repayment

   By Belgarath, September 17
   • 13 replies
   • 255 views
   • 
   • Luke Bailey
   • Monday at 10:16 PM

7. Percentage of trustee/participant directed 401k plans 1 2

   By spiritrider, August 1, 2017
   • 30 replies
   • 2,033 views
   • 
   • QDROphile
   • Saturday at 05:39 PM

8. MEP to SEP

   By justatester, September 14
   • 1 reply
   • 73 views
   • 
   • legort69
   • Saturday at 02:47 PM

9. Successor plan - when can new plan start?

   By jmartinrps, Friday at 03:16 PM
   • 2 replies
   • 162 views
   • 
   • Bri
   • Friday at 10:21 PM

10. Waiving a death benefit

    By austin3515, September 17
    • 5 replies
    • 274 views
    • 
    • Luke Bailey
    • Friday at 08:50 PM

11. Stale dated checks - Form 5500

    By EMoney, September 16
    • 15 replies
    • 263 views
    • 
    • ESOP Guy
    • Friday at 06:27 PM

12. Beneficiary is also a participant in the same plan

    By austin3515, November 16, 2017
    • 5 replies
    • 804 views
    • 
    • AJC
    • September 17

13. Profit Sharing to encourage more participation?

    By Gilmore, September 17
    • 8 replies
    • 215 views
    • 
    • Gilmore
    • September 17

14. Start Up 3% Nonelective Safe Harbor

    By Gilmore, August 12
    • 11 replies
    • 338 views
    • 
    • Bill Presson
    • September 17

15. Error Found by Auditor

    By khn, September 16
    • 5 replies
    • 198 views
    • 
    • khn
    • September 17

16. Switch from Single Employer to One Participant Plan

    By 401kSteve, September 16
    • 4 replies
    • 106 views
    • 
    • 401kSteve
    • September 16

17. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9, September 14
    • 8 replies
    • 279 views
    • 
    • BG5150
    • September 16

18. Rollover later determined to be ineligible

    By Guest sheTexasHammer, March 24, 2009
    • 19 replies
    • 6,155 views
    • 
    • Bird
    • September 16

19. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna, November 1, 2019   

    • distribution
    • overpayment
    • 14 replies
    • 675 views
    • 
    • Bird
    • September 16

20. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor, April 23
    • 2 replies
    • 201 views
    • 
    • MWeddell
    • September 15

21. True Up Contribution

    By 52626, September 14
    • 2 replies
    • 105 views
    • 
    • MWeddell
    • September 15

22. Safe Harbor Match but no 401k deferred

    By Becky Schwing, September 14
    • 3 replies
    • 140 views
    • 
    • RatherBeGolfing
    • September 15

23. Affiliated Service Groups - Current IRS Guidance??

    By kmhaab, September 10
    • 3 replies
    • 128 views
    • 
    • C. B. Zeller
    • September 14

24. SECURE Act - Part-time employees and vesting

    By Lisa2005, August 31
    • 16 replies
    • 296 views
    • 
    • RatherBeGolfing
    • September 13

25. Flexible vs Rigid Matches

    By austin3515, August 25
    • 20 replies
    • 358 views
    • 
    • CJB
    • September 13