401(k) Plans

19,334 topics in this forum

1. Timely Enrollment Errors - Who is Monitoring

   By ldr, July 24, 2019   

   • enrollment
   • epcrs
   • 2 replies
   • 889 views
   • 
   • ldr
   • July 26, 2019

2. Help with Form 5300

   By fiona1, December 4, 2009
   • 0 replies
   • 889 views
   • 
   • fiona1
   • December 4, 2009

3. PArticipant Directed / Fee Disclosure

   By austin3515, September 7, 2018
   • 5 replies
   • 889 views
   • 
   • imchipbrown
   • September 10, 2018

4. Sole Prop and Deduction Limit

   By Dazednconfused, July 23, 2018
   • 4 replies
   • 889 views
   • 
   • Larry Starr
   • July 24, 2018

5. Top Heavy Aggregation

   By legort69, March 2, 2007
   • 0 replies
   • 889 views
   • 
   • legort69
   • March 2, 2007

6. Question on safe harbor plans

   By tron, March 13, 2020
   • 1 reply
   • 889 views
   • 
   • C. B. Zeller
   • March 13, 2020

7. Sole Proprietor has a loss

   By Egold, March 28, 2022
   • 4 replies
   • 889 views
   • 
   • Egold
   • March 29, 2022

8. Control Group Question

   By Alex Daisy, May 11, 2015
   • 1 reply
   • 889 views
   • 
   • Tom Poje
   • May 11, 2015

9. Add stated match to SH plan mid year?

   By BG5150, July 16, 2019
   • 1 reply
   • 889 views
   • 
   • BG5150
   • July 17, 2019

10. Safe Harbor 415 Comp - Sub S Insurance

    By Guest DB&T, January 29, 2007
    • 0 replies
    • 888 views
    • 
    • Guest
    • January 29, 2007

11. not safe harbor automatic deferral

    By Jim Chad, May 22, 2011
    • 0 replies
    • 888 views
    • 
    • Jim Chad
    • May 22, 2011

12. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 888 views
    • 
    • GMK
    • September 2, 2014

13. Safe Harbor matching plan

    By Belgarath, May 2, 2011
    • 1 reply
    • 888 views
    • 
    • GMK
    • May 2, 2011

14. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 888 views
    • 
    • Lori H
    • February 11, 2015

15. Re-run ADP/ACP testing after EPCRS correction?

    By casey72, April 29, 2024
    • 2 replies
    • 888 views
    • 
    • Paul I
    • April 30, 2024

16. Match Formula

    By Logan401, May 4, 2012
    • 1 reply
    • 888 views
    • 
    • ETA Consulting LLC
    • May 4, 2012

17. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 888 views
    • 
    • Bri
    • March 14, 2022

18. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson, December 2, 2019
    • 2 replies
    • 888 views
    • 
    • C. B. Zeller
    • December 3, 2019

19. Timing of Deposits

    By 52626, June 5, 2025
    • 2 replies
    • 888 views
    • 
    • Artie M
    • June 6, 2025

20. Solo 401k & PEO ee's

    By TPApril, September 24, 2018
    • 1 reply
    • 888 views
    • 
    • Larry Starr
    • September 24, 2018

21. Safe harbor match suspenseion

    By Pam S., January 31, 2020
    • 4 replies
    • 888 views
    • 
    • Pam S.
    • February 5, 2020

22. Participant Fee Disclosures

    By austin3515, June 16, 2011
    • 1 reply
    • 888 views
    • 
    • austin3515
    • June 16, 2011

23. Interest on Late Profit Sharing Plans

    By Stash026, March 22, 2021
    • 8 replies
    • 888 views
    • 
    • C. B. Zeller
    • April 16, 2021

24. Management group

    By R. Butler, August 13, 2014
    • 2 replies
    • 888 views
    • 
    • Kevin C
    • August 13, 2014

25. Profit Sharing Plan

    By Guest elang, January 31, 2012
    • 2 replies
    • 888 views
    • 
    • Bird
    • February 1, 2012

26. New plan, no contributions in first year

    By TPApril, September 30, 2021
    • 4 replies
    • 888 views
    • 
    • TPApril
    • October 1, 2021

27. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 888 views
    • 
    • masteff
    • May 9, 2014

28. 1099r's for 2006

    By jkdoll2, December 30, 2009
    • 1 reply
    • 888 views
    • 
    • oriecat
    • December 31, 2009

29. Blowing up a SIMPLE 401(k)

    By Flyboyjohn, March 20, 2013
    • 0 replies
    • 887 views
    • 
    • Flyboyjohn
    • March 20, 2013

30. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9, 2021
    • 6 replies
    • 887 views
    • 
    • BG5150
    • September 13, 2021

31. Deferral deposits made late for a plan covering owners and children

    By Jakyasar, March 17, 2021
    • 6 replies
    • 887 views
    • 
    • Jakyasar
    • March 18, 2021

32. loan fee

    By EBDI, March 5, 2012
    • 1 reply
    • 887 views
    • 
    • ETA Consulting LLC
    • March 6, 2012

33. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 886 views
    • 
    • My 2 cents
    • February 11, 2015

34. Prior year testing and missed employee

    By cpc0506, November 12, 2015
    • 0 replies
    • 886 views
    • 
    • cpc0506
    • November 12, 2015

35. Entry date calculation

    By AKconsult, March 5, 2019
    • 1 reply
    • 886 views
    • 
    • Tom Poje
    • March 5, 2019

36. 3% Nonelective SH with QACA

    By DavidO, January 28, 2025
    • 3 replies
    • 886 views
    • 
    • Bill Presson
    • January 28, 2025

37. ESOP Questions

    By Guest DougT, December 30, 2010
    • 0 replies
    • 886 views
    • 
    • Guest
    • December 30, 2010

38. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

    • commission error
    • 1 reply
    • 886 views
    • 
    • QDROphile
    • May 19, 2015

39. 401k elections with k-1

    By mehmgo, March 15, 2012
    • 1 reply
    • 885 views
    • 
    • QDROphile
    • March 15, 2012

40. True Up Contribution

    By 52626, September 14, 2020
    • 2 replies
    • 885 views
    • 
    • MWeddell
    • September 15, 2020

41. Long Term Part Time Employee

    By Dougsbpc, February 27, 2025
    • 3 replies
    • 885 views
    • 
    • CuseFan
    • February 27, 2025

42. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 885 views
    • 
    • 52626
    • February 12, 2014

43. Adding 401(k) component to 2-year eligibility PS Plan

    By SMB, January 12, 2010
    • 1 reply
    • 885 views
    • 
    • Guest
    • January 12, 2010

44. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 885 views
    • 
    • austin3515
    • January 22, 2015

45. Solo 401(k) did not file 5500 EZ - Has anyone tried a letter, lately?

    By Jim Chad, October 28, 2015
    • 1 reply
    • 885 views
    • 
    • Lou S.
    • October 28, 2015

46. Missed Catch-Up Deferrals

    By Safeharbor29, July 17, 2015
    • 1 reply
    • 885 views
    • 
    • K2retire
    • July 17, 2015

47. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 884 views
    • 
    • Cardscrazy
    • February 20, 2019

48. Spousal consent to distributions

    By Tom, June 17, 2024
    • 3 replies
    • 884 views
    • 
    • Tom
    • June 19, 2024

49. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 884 views
    • 
    • IRA
    • April 10, 2014

50. Hiring a 401(k) administrator

    By Guest Ronnie P, June 4, 2014
    • 3 replies
    • 884 views
    • 
    • austin3515
    • June 5, 2014