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401(k) Plans

19,275 topics in this forum

  1. Form 5500ez - dividend posted after assets rolled over

    By Hope123,
    • 5 replies
    • 710 views

  2. Schedule C Employer Contribution Limit

    By Bruce1,
    • 3 replies
    • 578 views

  3. Multiple In-Service Distributions In 1 Plan Year

    By metsfan026,
    • 14 replies
    • 1.7k views

  4. 414(s) Compensation Exclusion for "Fringe Benefits"

    By JRN,
    • 5 replies
    • 2.3k views

  5. QACA Missed Deferral Issue

    By 52626,
    • 1 reply
    • 643 views

  6. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 748 views

  7. 401k Loans

    By Patrick401k,
    • 10 replies
    • 1.1k views

  8. PYE for Participating Employer Different from PEP PYE

    By RatherBeGolfing,
    • 0 replies
    • 335 views

  9. Lost Participant Search Service

    By Gadgetfreak,
    • 3 replies
    • 833 views

  10. Mandarin and Cantonese call center?

    By Matt RPS,
    • 2 replies
    • 715 views

  11. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 854 views

  12. Client deposited profit sharing monies to safe harbor account and safe harbor monies to profit sharing account.

    By Fibonacci,
    • 2 replies
    • 573 views

  13. Late Form 5500-EZ & Successor Plan Rule

    By Derek,
    • 3 replies
    • 788 views

  14. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 572 views

  15. father owns business, son over age 21 only employee

    By jeanh,
    • 5 replies
    • 724 views

  16. Safe Harbor Plan - Mid-Year Formula Change and Automatic Enrollment

    By Vlad401k,
    • 4 replies
    • 1.4k views

  17. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 1.7k views

  18. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.1k views

  19. Mandatory 20% withholding on hardship distribution not paid.

    By rblum50,
    • 1 reply
    • 752 views

  20. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath,
    • 2 replies
    • 718 views

  21. Triple Stack Match Conditions

    By The Bartender,
    • 5 replies
    • 1.2k views

  22. Once eligible always eligible for deferrals?

    By Bruce1,
    • 2 replies
    • 641 views

  23. Plan Termination and one year rule

    By 30Rock,
    • 2 replies
    • 692 views

  24. Improperly Excluded Employee: Employee Does NOT Want a QNEC

    By Benefits Plan,
    • 6 replies
    • 1.3k views

  25. Form 8955 Extension but nothing to file

    By Tom,
    • 1 reply
    • 443 views

  26. If 401(k) plan requires ppts to be active on 12/31 to receive match...

    By DayinJune,
    • 2 replies
    • 489 views

  27. Alternative Investment

    By ejohnke,
    • 8 replies
    • 1.2k views

  28. $250,000 Minimum Assets for Form 5500

    By metsfan026,
    • 1 reply
    • 452 views

  29. Merger/Acquisition & Successor Plan Rules

    By LANDO,   
    • 3 replies
    • 601 views

  30. ACA mid year auto escalation - notice timing?

    By WCC,
    • 1 reply
    • 445 views

  31. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 2.1k views

  32. Bonus Election When Paid w. Regular Payroll

    By 401questions,
    • 5 replies
    • 810 views

  33. Parent - Adult Child Attribution

    By DonnieMichelada,   
    • 4 replies
    • 1.7k views

  34. No Accountants Opinion Attached to 5500 - 2022

    By John K,
    • 1 reply
    • 636 views

  35. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune,
    • 2 replies
    • 1k views

  36. Incorrect Deferral Election Deposits (Roth vs Pretax)

    By Kattdogg12,
    • 9 replies
    • 1.8k views

  37. 401 K medical debt proof

    By christiana,
    • 1 reply
    • 736 views

  38. Mandatory Federal Withholding - Form W4-R

    By John K,
    • 7 replies
    • 5.4k views

  39. May an employer design a plan with no payout until normal retirement age?

    By Peter Gulia,
    • 17 replies
    • 1.4k views

  40. affiliated service group question

    By Tom,
    • 1 reply
    • 417 views

  41. Automatic Enrollment question

    By BG5150,
    • 2 replies
    • 566 views

  42. Spousal consent to distributions

    By Tom,
    • 3 replies
    • 807 views

  43. Hardship withdrawal for Bankruptcy

    By gooseblitz,
    • 2 replies
    • 1.9k views

  44. Amendment Timing

    By John K,
    • 2 replies
    • 1.1k views

  45. In-Service Distribution with an Outstanding Loan

    By metsfan026,
    • 2 replies
    • 2.6k views

  46. Distribution from plan to employer first then participant???

    By kmhaab,
    • 5 replies
    • 1.4k views

  47. Custodian delays cause deferral issues

    By ejohnke,
    • 4 replies
    • 833 views

  48. Plan's NRA is 55 and Participant is leaving on medical disability at age 56

    By Pammie57,
    • 6 replies
    • 599 views

  49. Eligibility Senior Moment

    By thepensionmaven,
    • 4 replies
    • 637 views

  50. Notice for SIMPLE to 401(k) mid-year replacement

    By justanotheradmin,
    • 0 replies
    • 359 views
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