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401(k) Plans

19,275 topics in this forum

  1. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 727 views

  2. Non-Profits and New Comparability - Free Choice?

    By ldr,   
    • 5 replies
    • 727 views

  3. Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants. Permissible?

    By OR-ERISA,
    • 1 reply
    • 727 views

  4. Aggregate Testing - Different definiton of compensation

    By Trisports,
    • 1 reply
    • 726 views

  5. Safe Harbor NonElective Mid-Year Under SECURE Act

    By PensionPro,
    • 1 reply
    • 726 views

  6. Annual Safe Harbor Compensation Limit

    By coleboy,
    • 4 replies
    • 726 views

  7. Employee Leasing Company 401k

    By LauraERPA,   
    • 2 replies
    • 726 views

  8. Safe Harbor Maybe Notice and Amendment 2020

    By Tom,   
    • 1 reply
    • 726 views

  9. change plan eligibility to get out of LTPTE?

    By AlbanyConsultant,
    • 3 replies
    • 725 views

  10. Plan Year Ends within Tax Year

    By Dougsbpc,
    • 0 replies
    • 725 views

  11. Integrated PS formula--can the excess percentage be 0%?

    By jjaatirs,
    • 2 replies
    • 725 views

  12. Safe Harbor Plans / 414s

    By austin3515,
    • 6 replies
    • 725 views

  13. recognizing past service / 401k testing

    By CLE401kGuy,
    • 3 replies
    • 725 views
    • Bri
    • Bri

  14. Schedule D

    By Christopher Wilson,
    • 1 reply
    • 725 views

  15. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 724 views

  16. father owns business, son over age 21 only employee

    By jeanh,
    • 5 replies
    • 724 views

  17. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515,
    • 2 replies
    • 724 views

  18. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 724 views

  19. Takeover Plan with a problem...

    By austin3515,
    • 1 reply
    • 723 views

  20. Certification that rollover is from an eleigible source

    By Jim Chad,
    • 0 replies
    • 723 views

  21. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet,
    • 2 replies
    • 723 views

  22. True-up / Benefits Rights and Features

    By jsample,
    • 2 replies
    • 723 views

  23. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

    By austin3515,
    • 2 replies
    • 723 views
    • JRN
    • JRN

  24. Does a 401(k) plan provide a disability benefit?

    By Peter Gulia,   
    • 1 reply
    • 723 views

  25. vesting schedule change is more strict

    By WCC,
    • 1 reply
    • 723 views

  26. Failure to Implement Employee Election & Failed ADP Test

    By BLM,
    • 1 reply
    • 723 views

  27. Age Based Match Formulas

    By justatester,
    • 4 replies
    • 722 views
    • Bri
    • Bri

  28. Tax Credits for Start Up Plans

    By ERISAGal,
    • 2 replies
    • 722 views

  29. Intern rehired - determination period for eligibility

    By TPApril,
    • 3 replies
    • 722 views

  30. Coverage Fail-Safe for Excluded Interns

    By Plan Doc,
    • 4 replies
    • 721 views

  31. Related Companies - an easy example (I think)

    By Tom,
    • 1 reply
    • 721 views

  32. Employee Who Sponsors Their Own Plan

    By Connor,
    • 3 replies
    • 721 views

  33. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 721 views
    • khn
    • khn

  34. Frozen 401(k) Plan/Participant Loan Issue

    By bzorc,
    • 1 reply
    • 721 views

  35. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 720 views

  36. Merged Pension in 401(k) and death of participant - QJSA question

    By Tom,
    • 2 replies
    • 720 views

  37. New Plan 2018 No Deposits No Reporting

    By ldr,   
    • 4 replies
    • 720 views

  38. Corrective QNEC's for Top Heavy Safe Harbor Plans

    By Leopurrd-401k,
    • 4 replies
    • 720 views

  39. Plan effective 10/1 and deferral/ SH Match limits

    By Pammie57,
    • 6 replies
    • 720 views

  40. ECPRS Filing Pending for Defauilted Loan

    By austin3515,
    • 1 reply
    • 719 views

  41. CARES Act CRD repayment w/3-year spread

    By Ian,
    • 3 replies
    • 719 views

  42. Associated match if match formula changed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 719 views

  43. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 719 views

  44. prevailing wage

    By cdavis25,
    • 2 replies
    • 718 views

  45. Loan Payoff - Deceased Participant

    By MGOAdmin,   
    • 2 replies
    • 718 views

  46. Is rev proc 2013-12 the latest EPCRS?

    By Jim Chad,
    • 3 replies
    • 718 views

  47. Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath,
    • 2 replies
    • 718 views

  48. Which States don't follow Roth tax treatment?

    By Peter Gulia,   
    • 0 replies
    • 718 views

  49. Forms for ER Contributions as Roth - SECURE 2.0

    By justanotheradmin,
    • 2 replies
    • 718 views

  50. TIN Application and Form 945 filing Notice URGENT REQUEST TO THIS GROUP

    By LMK TPA,
    • 4 replies
    • 718 views
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