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401(k) Plans

19,334 topics in this forum

  1. Mid-Year Change in Eligibility

    By Guest KMP,
    • 1 reply
    • 1.3k views

  2. Beneficiary

    By Guest JDK,
    • 1 reply
    • 1.1k views

  3. Relius 16.0

    By Guest ElmiraExpress,
    • 1 reply
    • 1k views

  4. Record Retention - what and how long?

    By PFranckowiak,
    • 1 reply
    • 990 views

  5. QNECS on a Corbel prototype style VS

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

  6. Multiple Matching Formulas

    By LANDO,   
    • 1 reply
    • 2.2k views

  7. 402(g) Excess with Off-Calendar Year Plan

    By Rose,
    • 1 reply
    • 727 views

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

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

  9. Goodbye SEP, hello 401k

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

  10. ACP test

    By Guest bonzo,
    • 1 reply
    • 1.1k views

  11. Wandering HCEs in Controlled Group

    By Guest cxs,
    • 1 reply
    • 1.1k views

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

    By Alex Daisy,
    • 1 reply
    • 873 views

  13. Loans and Cure Period

    By Alex Daisy,
    • 1 reply
    • 2.6k views

  14. Loan Corrections

    By austin3515,
    • 1 reply
    • 373 views

  15. Negative Enrollments

    By Guest JB2,
    • 1 reply
    • 5.1k views

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

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

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

    By John A,
    • 1 reply
    • 1.8k views

  18. SIMPLE IRA and 401(k)

    By Guest szaidman,
    • 1 reply
    • 1.5k views

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

    By jaemmons,
    • 1 reply
    • 1.2k views

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

    By Guest vqualplan,
    • 1 reply
    • 1.4k views

  21. Safe Harbor contribution on wages after termination?

    By Guest mookie23,
    • 1 reply
    • 1k views

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

    By Guest gerryg,
    • 1 reply
    • 1.4k views

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

    By Guest WashThisCar,
    • 1 reply
    • 1k views

  24. Excluded Employees ADP/ACP Safe Harbor

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

  25. Year-End Amendments - Corbel Prototype

    By austin3515,
    • 1 reply
    • 962 views

  26. Loan Refinance

    By Guest SLBRB,
    • 1 reply
    • 1.2k views

  27. Safe Harbor 3% Maybe

    By 52626,
    • 1 reply
    • 968 views

  28. Accrued Interest calculation for loan correction under VCP

    By LMD1,
    • 1 reply
    • 1.2k views

  29. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 654 views

  30. Leasing company plan termination

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

  31. 401(k) plan for a company where the only compensation paid is commissi

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

  32. Terminating from a PEP

    By MATRIX,
    • 1 reply
    • 678 views

  33. Service-weighted plan question

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

  34. Distributions and Rollovers

    By Guest mrwentzel,
    • 1 reply
    • 1.1k views

  35. adp correction

    By Guest lindamichals,
    • 1 reply
    • 1.3k views

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

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

  37. Safe Harbor and Otherwise Excludable Testing

    By Guest kish,
    • 1 reply
    • 2k views

  38. Open Enrollment and New Match

    By Guest Lawrenceg,
    • 1 reply
    • 1.1k views

  39. Blackout Notice

    By Randy Watson,
    • 1 reply
    • 1.3k views

  40. correction for failure to implement investment elections

    By k man,
    • 1 reply
    • 1.3k views

  41. Excluding HCEs

    By IRA,
    • 1 reply
    • 1k views

  42. self directed 401k profit sharing plan

    By Gary,
    • 1 reply
    • 1.1k views

  43. Commercial Real Estate question

    By SteveH,
    • 1 reply
    • 1.1k views

  44. Posting Integrated PS contrib for SHNEC plan in Relius

    By MNO,
    • 1 reply
    • 711 views

  45. Incorrect Matching contribution due to falsified payroll

    By Monica Barnard,
    • 1 reply
    • 543 views

  46. 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
    • 652 views

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

    By LCARUSI,
    • 1 reply
    • 2k views

  48. Excess deferrals and non-discrimination testing.

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

  49. 945 withholding for 2021

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

  50. "Bridge" loans on plan termination

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