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401(k) Plans

19,294 topics in this forum

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

    By Pammie57,
    • 6 replies
    • 610 views

  2. Custodian delays cause deferral issues

    By ejohnke,
    • 4 replies
    • 852 views

  3. Should disabled but working employee enroll in the 401k?

    By CFP,
    • 4 replies
    • 2.6k views

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

    By justanotheradmin,
    • 0 replies
    • 369 views

  5. Compensation for a fiscal year plan

    By Pammie57,
    • 1 reply
    • 722 views

  6. Long-Term Part-Time Employee & Safe Harbor Match

    By metsfan026,
    • 1 reply
    • 1.2k views

  7. Controlled Group - Additional Matching for One Division?

    By Angershark,
    • 3 replies
    • 1k views

  8. Beneficiary Designation

    By Lucky32,
    • 13 replies
    • 2.1k views

  9. Voluntary Correction Program - 401(k) Plan operating like an ESOP and stock unfunded / no ESOP provisions

    By youngbenefitslawyer,
    • 1 reply
    • 511 views

  10. Does it make sense to roll out of the § 401(a)-(k) plan?

    By Peter Gulia,
    • 5 replies
    • 1k views

  11. 401(k) Hardship Withdrawal

    By BellaBee41,   
    • 11 replies
    • 8.8k views

  12. Plan sequence number on rollover 401k

    By Kevin37,
    • 5 replies
    • 1.6k views

  13. Hardship withdrawal 401k plan

    By 30Rock,
    • 5 replies
    • 1.2k views

  14. HRA Plan - 5500 reporting

    By Nic Pospiech,
    • 5 replies
    • 1.2k views

  15. Feel like I'm getting played

    By Berto,
    • 2 replies
    • 2.4k views

  16. The 401(a)(17) Contribution Limit and Multiple Employers

    By ERISA-Bubs,
    • 5 replies
    • 2.4k views

  17. Leave of Absence & Contribution Eligibility

    By metsfan026,
    • 3 replies
    • 1.4k views

  18. Sole proprietor deferral election

    By Belgarath,
    • 10 replies
    • 4.8k views

  19. Maximizing Contributions

    By khn,
    • 2 replies
    • 526 views

  20. Employee Termination Date

    By justatester,
    • 2 replies
    • 549 views

  21. Late transfer to participant accounts

    By Tom,
    • 1 reply
    • 406 views

  22. Employee thought they were participating... for 3 years

    By Basically,
    • 12 replies
    • 2.1k views

  23. correcting coverage failure

    By Pixie,
    • 2 replies
    • 798 views

  24. Compensation Issue

    By 52626,
    • 2 replies
    • 862 views

  25. Commissions paid to owner of LLC filing as S Corp

    By legort69,
    • 12 replies
    • 2.5k views

  26. Safe harbor 3% Nonelective contribution

    By alwaysaquestion,
    • 3 replies
    • 837 views

  27. 0% prior yr NHCE ADP

    By TPApril,
    • 6 replies
    • 1k views

  28. Safe Harbor Match by Payroll - failing compensation ratio test

    By ekg24,
    • 7 replies
    • 1.5k views

  29. Transfer employment within controlled group - a termination?

    By Tom,
    • 1 reply
    • 1.3k views

  30. qualified plan vs IRA bankruptcy

    By Tom,
    • 9 replies
    • 1.6k views

  31. PEP Fees

    By Keith Lowery,
    • 1 reply
    • 672 views

  32. Plan Termination Payout Question

    By metsfan026,
    • 1 reply
    • 625 views

  33. Cross tested 3% safe harbor plan with last day rule

    By alwaysaquestion,
    • 1 reply
    • 586 views

  34. QACA 2-6 year graded vesting

    By Sarah73,
    • 4 replies
    • 1k views

  35. overfunded match contributions

    By pmacduff,
    • 2 replies
    • 805 views

  36. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850,
    • 5 replies
    • 1.2k views

  37. 401(k) 12 Month Rule

    By 52626,
    • 4 replies
    • 1.1k views

  38. leaving a MEP to be standalone plan

    By ejohnke,
    • 2 replies
    • 1.4k views

  39. Plan term - vesting

    By Lou81,
    • 4 replies
    • 1.2k views

  40. Spousal Rights

    By Eric Hanford,
    • 3 replies
    • 1k views

  41. 401(k) Plan and SIMPLE IRA

    By Vlad401k,
    • 1 reply
    • 432 views

  42. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 1.6k views

  43. Eligibility related

    By Jakyasar,
    • 2 replies
    • 488 views

  44. PEO

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  45. Excluding bonus from deferrals but not match

    By Rayofsunshine,
    • 1 reply
    • 877 views

  46. issuance of a loan for divorce

    By Lou81,
    • 4 replies
    • 531 views

  47. Excess deferral across two plans--too late now?

    By BG5150,
    • 11 replies
    • 2.8k views

  48. Nationwide Rollover Issues

    By MaiDia2007,
    • 4 replies
    • 859 views

  49. Late Form 5500 Filing - Multiple Plans

    By metsfan026,
    • 1 reply
    • 394 views

  50. DFVCP Available for One Year If DOL Notice Received for Another Year

    By ERISA11,
    • 4 replies
    • 806 views
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