401(k) Plans

19,275 topics in this forum

1. Off calendar - compensation to use

   By Pammie57, October 20, 2015
   • 2 replies
   • 894 views
   • 
   • Tom Poje
   • October 21, 2015

2. Parent Subidiary issue

   By 52626, July 14, 2014
   • 1 reply
   • 893 views
   • 
   • K2retire
   • July 14, 2014

3. Deducting 2020 and 2021 in 2021

   By austin3515, June 25, 2021
   • 12 replies
   • 893 views
   • 
   • austin3515
   • July 8, 2021

4. Two plans better than one?

   By Guest Lawrenceg, March 6, 2007
   • 0 replies
   • 893 views
   • 
   • Guest
   • March 6, 2007

5. return of after-tax contribution made lasta year?

   By Guest jy12443, April 10, 2008
   • 0 replies
   • 893 views
   • 
   • Guest
   • April 10, 2008

6. Loan Reporting on Form 5500 (Receivables)

   By metsfan026, June 21, 2022
   • 2 replies
   • 893 views
   • 
   • metsfan026
   • June 21, 2022

7. Late Contributions

   By PFranckowiak, May 14, 2018
   • 5 replies
   • 892 views
   • 
   • Bill Presson
   • May 14, 2018

8. 5500 EZ filing

   By Earl, January 6, 2019
   • 7 replies
   • 892 views
   • 
   • Karoline Curran
   • January 8, 2019

9. Is it a Short Plan Year?

   By Guest Phineas, October 28, 2011
   • 2 replies
   • 892 views
   • 
   • 12AX7
   • October 28, 2011

10. Plan Terminations

    By austin3515, December 23, 2010
    • 2 replies
    • 892 views
    • 
    • austin3515
    • December 28, 2010

11. Client moving from nonERISA owner only plan to ERISA plan

    By AKconsult, August 8, 2014
    • 2 replies
    • 892 views
    • 
    • Bird
    • August 11, 2014

12. Rolling over a 403(b) loan to a 401(k)

    By Lori H, March 19, 2010
    • 0 replies
    • 892 views
    • 
    • Lori H
    • March 19, 2010

13. Discretionary Match Discontinuance

    By austin3515, April 3, 2020
    • 7 replies
    • 891 views
    • 
    • Patricia Neal Jensen
    • April 6, 2020

14. Limited partner or other LLC member

    By kdubinski, October 18, 2016   

    • 401(k) Plan
    • 3 replies
    • 891 views
    • 
    • kdubinski
    • October 19, 2016

15. IRA owners can have their RMD's used as QCD's. But Qual Plan RMD's cannot?

    By RayJJohnsonJr, April 15, 2022
    • 4 replies
    • 891 views
    • 
    • ESOP Guy
    • June 2, 2022

16. VCP for Missed PPA Restatement

    By austin3515, May 17, 2017
    • 2 replies
    • 891 views
    • 
    • BG5150
    • May 18, 2017

17. New Plan and Disaggregation

    By justatester, February 10, 2012
    • 0 replies
    • 891 views
    • 
    • justatester
    • February 10, 2012

18. Coverage/ADP question

    By fiona1, November 5, 2008
    • 0 replies
    • 891 views
    • 
    • fiona1
    • November 5, 2008

19. Impermissible Qualified Charitable Distribution from 401(k) Plan as RMD

    By PensionPro, April 9, 2019
    • 7 replies
    • 891 views
    • 
    • Peter Gulia
    • April 11, 2019

20. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 891 views
    • 
    • QDROphile
    • October 20, 2010

21. Cost of late contribs--paid from plan?

    By BG5150, June 26, 2023
    • 8 replies
    • 891 views
    • 
    • Peter Gulia
    • June 26, 2023

22. Opt-out

    By Bruce1, July 10
    • 3 replies
    • 891 views
    • 
    • Paul I
    • July 14

23. Auto Enroll Missed Deferral Correction Sunset

    By austin3515, October 16, 2020
    • 2 replies
    • 891 views
    • 
    • austin3515
    • October 16, 2020

24. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 891 views
    • 
    • buecker
    • March 29, 2016

25. Missed sending Disclosure

    By shadowgun1102, May 15, 2019
    • 3 replies
    • 891 views
    • 
    • Bird
    • May 17, 2019

26. CARES ACT - Loans 1 year defer

    By 52626, April 1, 2020
    • 1 reply
    • 891 views
    • 
    • Luke Bailey
    • April 17, 2020

27. Leaving an MEP Plan

    By coleboy, February 29, 2016
    • 1 reply
    • 890 views
    • 
    • austin3515
    • March 2, 2016

28. 401-k Plan Short Year

    By KevinMc, December 20, 2023
    • 5 replies
    • 890 views
    • 
    • Ken Marblestone
    • December 21, 2023

29. 5500EZ or SF

    By VirginiaTPA, July 8, 2021   

    • 5500
    • 5500ez
    • (and 2 more)

      Tagged with:

      • 5500
      • 5500ez
      • 5500sf
      • 5500 count
    • 8 replies
    • 890 views
    • 
    • BG5150
    • July 15, 2021

30. January 3, 2014 Paycheck was included in 2013 year

    By Jim Chad, February 27, 2015
    • 3 replies
    • 890 views
    • 
    • Tom Poje
    • February 27, 2015

31. corrective distribution, no funds available

    By DMcGovern, February 25, 2011
    • 1 reply
    • 890 views
    • 
    • rcline46
    • February 25, 2011

32. Non profit with subsidiaries

    By Jim Chad, August 31, 2012
    • 1 reply
    • 889 views
    • 
    • mbozek
    • September 3, 2012

33. Election to Defer "Max. % Permitted Under ADP Test"

    By Christine Roberts, April 30, 2010
    • 1 reply
    • 889 views
    • 
    • austin3515
    • April 30, 2010

34. RMD calculation for a non-spouse beneficiary

    By Ryan Walter, January 17, 2020
    • 3 replies
    • 889 views
    • 
    • Ryan Walter
    • January 28, 2020

35. Reimbursement of Fund Fees ...

    By HCbs, September 8, 2021
    • 2 replies
    • 889 views
    • 
    • Bird
    • September 9, 2021

36. Compensation for New Entrants in Initial Short Plan Year

    By JJ, September 21, 2017
    • 3 replies
    • 889 views
    • 
    • Mr Bagwell
    • September 22, 2017

37. Still Considered HCE?

    By Dougsbpc, February 23, 2012
    • 1 reply
    • 889 views
    • 
    • ETA Consulting LLC
    • February 23, 2012

38. Union Provisions in SPD

    By khn, November 10, 2017
    • 3 replies
    • 889 views
    • 
    • My 2 cents
    • November 13, 2017

39. Roth Catch Up 1.1.2026

    By 52626, June 12
    • 2 replies
    • 889 views
    • 
    • Bruce1
    • June 16

40. QDIA's

    By austin3515, September 24, 2009
    • 0 replies
    • 889 views
    • 
    • austin3515
    • September 24, 2009

41. Participant Fee Disclosures

    By austin3515, January 30, 2012
    • 3 replies
    • 889 views
    • 
    • jpod
    • January 30, 2012

42. Plan uses prior year testing, change to top 20% election

    By Belgarath, May 22, 2014
    • 1 reply
    • 888 views
    • 
    • Lou S.
    • May 22, 2014

43. SIMPLE IRA Shenanagins (sp?)

    By austin3515, October 13, 2011
    • 1 reply
    • 888 views
    • 
    • ETA Consulting LLC
    • October 13, 2011

44. Participants with Small Balances counting as participants

    By CLE401kGuy, June 27, 2016
    • 4 replies
    • 888 views
    • 
    • CLE401kGuy
    • June 27, 2016

45. Failure to implement "negative" election in ACA Plan

    By MarZDoates, January 30, 2020
    • 3 replies
    • 888 views
    • 
    • Larry Starr
    • January 31, 2020

46. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 888 views
    • 
    • RatherBeGolfing
    • January 24, 2017

47. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 888 views
    • 
    • Guest
    • January 27, 2010

48. Retirees insurance eligibility notification

    By Guest famu92, May 13, 2003
    • 0 replies
    • 887 views
    • 
    • Guest
    • May 13, 2003

49. Controlled Group, Affiliated Service Group or Multi-Employer Plan

    By Renee H, December 12, 2024
    • 4 replies
    • 887 views
    • 
    • Renee H
    • December 13, 2024

50. Corrections process on errors

    By BellaBee41, August 16, 2024
    • 3 replies
    • 887 views
    • 
    • Paul I
    • August 20, 2024