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401(k) Plans

19,275 topics in this forum

  1. Record Retention - what and how long?

    By PFranckowiak,
    • 1 reply
    • 977 views

  2. QNECS on a Corbel prototype style VS

    By Jim Chad,
    • 1 reply
    • 738 views
    • Guest
    • Guest

  3. Multiple Matching Formulas

    By LANDO,   
    • 1 reply
    • 2.1k views

  4. 402(g) Excess with Off-Calendar Year Plan

    By Rose,
    • 1 reply
    • 698 views

  5. Right to Receive Copy of Form 5500-C/R

    By Guest Theresa Irvin,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  6. Goodbye SEP, hello 401k

    By Guest R. Daestrom,
    • 1 reply
    • 1.4k views

  7. ACP test

    By Guest bonzo,
    • 1 reply
    • 1.1k views

  8. Wandering HCEs in Controlled Group

    By Guest cxs,
    • 1 reply
    • 1.1k views

  9. New Comp PS calculation, where K-1 in involved

    By Alex Daisy,
    • 1 reply
    • 862 views

  10. Loans and Cure Period

    By Alex Daisy,
    • 1 reply
    • 2.6k views

  11. Loan Corrections

    By austin3515,
    • 1 reply
    • 354 views

  12. Negative Enrollments

    By Guest JB2,
    • 1 reply
    • 5k views

  13. Document says hardships available from elective deferrals only; partic

    By Guest Jane Freeman,
    • 1 reply
    • 1.5k views

  14. When can a plan be amended to exclude HCEs from a profit sharing contr

    By John A,
    • 1 reply
    • 1.8k views

  15. SIMPLE IRA and 401(k)

    By Guest szaidman,
    • 1 reply
    • 1.4k views

  16. Switching from safe harbor to non-safe harbor in prospective plan year...

    By jaemmons,
    • 1 reply
    • 1.2k views

  17. Top Heavy Safe Harbor 401(k) Plan with different eligibilty requirements

    By Guest vqualplan,
    • 1 reply
    • 1.4k views

  18. Safe Harbor contribution on wages after termination?

    By Guest mookie23,
    • 1 reply
    • 1k views

  19. Deposit Verification of 401(k)Assets for Mortgage Loans

    By Guest gerryg,
    • 1 reply
    • 1.3k views

  20. Excess contribution has been rolled over - now what?

    By Guest WashThisCar,
    • 1 reply
    • 1k views

  21. Excluded Employees ADP/ACP Safe Harbor

    By Guest rwells@unioncentral.com,
    • 1 reply
    • 1.1k views

  22. Year-End Amendments - Corbel Prototype

    By austin3515,
    • 1 reply
    • 945 views

  23. Loan Refinance

    By Guest SLBRB,
    • 1 reply
    • 1.2k views

  24. Safe Harbor 3% Maybe

    By 52626,
    • 1 reply
    • 956 views

  25. Accrued Interest calculation for loan correction under VCP

    By LMD1,
    • 1 reply
    • 1.1k views

  26. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 635 views

  27. Leasing company plan termination

    By Guest jim williams,
    • 1 reply
    • 1.4k views

  28. 401(k) plan for a company where the only compensation paid is commissi

    By John A,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  29. Terminating from a PEP

    By MATRIX,
    • 1 reply
    • 611 views

  30. Service-weighted plan question

    By Guest Arrojo,
    • 1 reply
    • 1.3k views
    • MGB
    • MGB

  31. Distributions and Rollovers

    By Guest mrwentzel,
    • 1 reply
    • 1.1k views

  32. adp correction

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

  33. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD,
    • 1 reply
    • 1.3k views
    • Alf
    • Alf

  34. Safe Harbor and Otherwise Excludable Testing

    By Guest kish,
    • 1 reply
    • 1.9k views

  35. Open Enrollment and New Match

    By Guest Lawrenceg,
    • 1 reply
    • 1k views

  36. Blackout Notice

    By Randy Watson,
    • 1 reply
    • 1.3k views

  37. correction for failure to implement investment elections

    By k man,
    • 1 reply
    • 1.3k views

  38. Excluding HCEs

    By IRA,
    • 1 reply
    • 1k views

  39. self directed 401k profit sharing plan

    By Gary,
    • 1 reply
    • 1.1k views

  40. Commercial Real Estate question

    By SteveH,
    • 1 reply
    • 1k views

  41. Posting Integrated PS contrib for SHNEC plan in Relius

    By MNO,
    • 1 reply
    • 693 views

  42. Incorrect Matching contribution due to falsified payroll

    By Monica Barnard,
    • 1 reply
    • 525 views

  43. Employee has excess deferrals b/t current emp. and former emp. (unrelated) for 2017, past April 15 deadline, does either employer have to issue corrective W-2?

    By Pxhesq,
    • 1 reply
    • 601 views

  44. Penalties for Failure to Deposit 401(k) Contributions in a Timely Mann

    By LCARUSI,
    • 1 reply
    • 2k views

  45. Excess deferrals and non-discrimination testing.

    By Guest Sara H,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  46. 945 withholding for 2021

    By thepensionmaven,
    • 1 reply
    • 451 views
    • Tom
    • Tom

  47. "Bridge" loans on plan termination

    By JWK,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  48. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS,
    • 1 reply
    • 1.7k views
    • Alf
    • Alf

  49. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH,
    • 1 reply
    • 5.8k views

  50. Can multiple plans be on same document if not a prototype and not a mu

    By John A,
    • 1 reply
    • 1.4k views
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