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401(k) Plans

19,526 topics in this forum

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

    By jeanh,
    • 5 replies
    • 1.7k views

  2. Safe Harbor Plan and ACA

    By Vlad401k,
    • 1 reply
    • 970 views

  3. 410(b) testing - Top Heavy min only participants

    By justanotheradmin,
    • 5 replies
    • 2k views

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

    By Fibonacci,
    • 2 replies
    • 989 views

  5. Huge Breaking News - No More Chevron Deference

    By austin3515,
    • 22 replies
    • 3.5k views

  6. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 3.3k views

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

    By Vlad401k,
    • 4 replies
    • 2.2k views

  8. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.8k views

  9. Divorced Spouse not removed as Beneficiary

    By ratherbereading,
    • 21 replies
    • 11.3k views

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

    By rblum50,
    • 1 reply
    • 1.6k views

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

    By Benefits Plan,
    • 6 replies
    • 2.1k views

  12. Triple Stack Match Conditions

    By The Bartender,
    • 5 replies
    • 2.5k views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  14. Deadline for form 5500/5558

    By KevinMc,
    • 2 replies
    • 1.4k views

  15. Once eligible always eligible for deferrals?

    By Bruce1,
    • 2 replies
    • 2.7k views

  16. Plan Termination and one year rule

    By 30Rock,
    • 2 replies
    • 1.2k views

  17. Form 8955 Extension but nothing to file

    By Tom,
    • 1 reply
    • 763 views

  18. Alternative Investment

    By ejohnke,
    • 8 replies
    • 2.2k views

  19. Parent - Adult Child Attribution

    By DonnieMichelada,   
    • 4 replies
    • 3k views

  20. Merger/Acquisition & Successor Plan Rules

    By LANDO,   
    • 3 replies
    • 1.3k views

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

    By DayinJune,
    • 2 replies
    • 949 views

  22. $250,000 Minimum Assets for Form 5500

    By metsfan026,
    • 1 reply
    • 843 views

  23. No Accountants Opinion Attached to 5500 - 2022

    By John K,
    • 1 reply
    • 1.1k views

  24. Bonus Election When Paid w. Regular Payroll

    By 401questions,
    • 5 replies
    • 1.8k views

  25. ACA mid year auto escalation - notice timing?

    By WCC,
    • 1 reply
    • 815 views

  26. 401(K) Match Eligibility Based on Scheduled Hours?

    By DayinJune,
    • 2 replies
    • 1.7k views

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

    By Peter Gulia,
    • 17 replies
    • 3.1k views

  28. Mandatory Federal Withholding - Form W4-R

    By John K,
    • 7 replies
    • 11.8k views

  29. Beneficiary Is Minor Child

    By austin3515,
    • 8 replies
    • 23k views

  30. 401 K medical debt proof

    By christiana,
    • 1 reply
    • 1.7k views

  31. two "owner only 401k plans" in the same business?

    By AlbanyConsultant,
    • 5 replies
    • 6.6k views

  32. Automatic Enrollment question

    By BG5150,
    • 2 replies
    • 929 views

  33. affiliated service group question

    By Tom,
    • 1 reply
    • 778 views

  34. Spousal consent to distributions

    By Tom,
    • 3 replies
    • 1.6k views

  35. Amendment Timing

    By John K,
    • 2 replies
    • 1.9k views

  36. Hardship withdrawal for Bankruptcy

    By gooseblitz,
    • 2 replies
    • 3k views

  37. Eligibility Senior Moment

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  38. In-Service Distribution with an Outstanding Loan

    By metsfan026,
    • 2 replies
    • 5k views

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

    By kmhaab,
    • 5 replies
    • 2.8k views

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

    By Pammie57,
    • 6 replies
    • 1.3k views

  41. Custodian delays cause deferral issues

    By ejohnke,
    • 4 replies
    • 1.6k views

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

    By CFP,
    • 4 replies
    • 4k views

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

    By justanotheradmin,
    • 0 replies
    • 677 views

  44. Compensation for a fiscal year plan

    By Pammie57,
    • 1 reply
    • 1.2k views

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

    By metsfan026,
    • 1 reply
    • 2.2k views

  46. Controlled Group - Additional Matching for One Division?

    By Angershark,
    • 3 replies
    • 1.6k views

  47. Beneficiary Designation

    By Lucky32,
    • 13 replies
    • 5k views

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

    By youngbenefitslawyer,
    • 1 reply
    • 903 views

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

    By Peter Gulia,
    • 5 replies
    • 2.5k views

  50. 401(k) Hardship Withdrawal

    By BellaBee41,   
    • 11 replies
    • 17.2k views
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