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401(k) Plans

19,321 topics in this forum

  1. Loan Corrections

    By austin3515,
    • 1 reply
    • 370 views

  2. Negative Enrollments

    By Guest JB2,
    • 1 reply
    • 5.1k views

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

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

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

    By John A,
    • 1 reply
    • 1.8k views

  5. SIMPLE IRA and 401(k)

    By Guest szaidman,
    • 1 reply
    • 1.5k views

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

    By jaemmons,
    • 1 reply
    • 1.2k views

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

    By Guest vqualplan,
    • 1 reply
    • 1.4k views

  8. Safe Harbor contribution on wages after termination?

    By Guest mookie23,
    • 1 reply
    • 1k views

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

    By Guest gerryg,
    • 1 reply
    • 1.4k views

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

    By Guest WashThisCar,
    • 1 reply
    • 1k views

  11. Excluded Employees ADP/ACP Safe Harbor

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

  12. Year-End Amendments - Corbel Prototype

    By austin3515,
    • 1 reply
    • 959 views

  13. Loan Refinance

    By Guest SLBRB,
    • 1 reply
    • 1.2k views

  14. Safe Harbor 3% Maybe

    By 52626,
    • 1 reply
    • 967 views

  15. Accrued Interest calculation for loan correction under VCP

    By LMD1,
    • 1 reply
    • 1.2k views

  16. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 650 views

  17. Leasing company plan termination

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

  18. 401(k) plan for a company where the only compensation paid is commissi

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

  19. Terminating from a PEP

    By MATRIX,
    • 1 reply
    • 660 views

  20. Service-weighted plan question

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

  21. Distributions and Rollovers

    By Guest mrwentzel,
    • 1 reply
    • 1.1k views

  22. adp correction

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

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

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

  24. Safe Harbor and Otherwise Excludable Testing

    By Guest kish,
    • 1 reply
    • 2k views

  25. Open Enrollment and New Match

    By Guest Lawrenceg,
    • 1 reply
    • 1.1k views

  26. Blackout Notice

    By Randy Watson,
    • 1 reply
    • 1.3k views

  27. correction for failure to implement investment elections

    By k man,
    • 1 reply
    • 1.3k views

  28. Excluding HCEs

    By IRA,
    • 1 reply
    • 1k views

  29. self directed 401k profit sharing plan

    By Gary,
    • 1 reply
    • 1.1k views

  30. Commercial Real Estate question

    By SteveH,
    • 1 reply
    • 1.1k views

  31. Posting Integrated PS contrib for SHNEC plan in Relius

    By MNO,
    • 1 reply
    • 705 views

  32. Incorrect Matching contribution due to falsified payroll

    By Monica Barnard,
    • 1 reply
    • 538 views

  33. 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
    • 645 views

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

    By LCARUSI,
    • 1 reply
    • 2k views

  35. Excess deferrals and non-discrimination testing.

    By Guest Sara H,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  36. 945 withholding for 2021

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

  37. "Bridge" loans on plan termination

    By JWK,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  38. 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

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

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

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

    By John A,
    • 1 reply
    • 1.4k views

  41. Failed ADP Test, Excess Contributions, Fiscal Years & Taxation

    By TPApril,
    • 1 reply
    • 875 views

  42. Stopping RMD's

    By Guest terid,
    • 1 reply
    • 1.3k views

  43. Timely Matching Contributions

    By Randy Watson,
    • 1 reply
    • 1.2k views

  44. Roth Deferral

    By KevinMc,
    • 1 reply
    • 871 views

  45. RMD for Deceased Partic - Client can't find bene

    By MidWestTPA,
    • 1 reply
    • 484 views

  46. 5500 Reporting

    By Guest JB2,
    • 1 reply
    • 5k views
    • Guest
    • Guest

  47. ADP and 402(g) Failure

    By Guest Leigh Lindsey,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  48. Electronic Signature legislation

    By k man,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  49. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  50. Match Forfeitures

    By Guest ELS,
    • 1 reply
    • 1.8k views
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