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401(k) Plans

19,295 topics in this forum

  1. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 264 views

  2. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 3.7k views

  3. How do you freeze a 401(k)?

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 995 views

  4. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 631 views

  5. Any advice on converting a pdf of a Sungard plan doc to an xml file without access to the original software or template?

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 620 views

  6. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 756 views

  7. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 1.3k views

  8. Related Rollovers

    By TC1,
    • 12 replies
    • 1.3k views

  9. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 438 views

  10. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 782 views

  11. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson,
    • 1 reply
    • 568 views

  12. Late Employer Contribution to 401(k) Plan

    By rblum50,
    • 3 replies
    • 930 views

  13. Quarterly vesting

    By Dan,
    • 8 replies
    • 915 views

  14. NRA and Break in Service

    By ERISA guy,
    • 7 replies
    • 955 views

  15. EPCRS Missed Deferral Opportunity

    By austin3515,
    • 8 replies
    • 815 views

  16. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515,
    • 6 replies
    • 1k views

  17. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 522 views

  18. Per Diem Employees

    By Coleboy1,
    • 3 replies
    • 4.8k views

  19. PEO Plan Status

    By EBECatty,
    • 4 replies
    • 2.1k views

  20. Safe harbor nonelective, eligibility requirements based on service different than deferrals

    By Belgarath,
    • 3 replies
    • 657 views

  21. PEPs and small TPA firm

    By LMK TPA,
    • 2 replies
    • 817 views

  22. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.2k views

  23. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 999 views

  24. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 539 views

  25. Missed Deferral Opportunity - mid year correction or max out option

    By legort69,
    • 3 replies
    • 590 views

  26. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 897 views

  27. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150,
    • 5 replies
    • 1.3k views

  28. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 2.8k views

  29. Missed 2021 match for one person--do earnings?

    By BG5150,
    • 6 replies
    • 723 views

  30. Solo(k) Document / Registration Failures? Need guidance please....

    By ColeC,
    • 7 replies
    • 1.2k views

  31. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 2.7k views

  32. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 698 views
    • Bri
    • Bri

  33. How to correct failed match coverage test?

    By BG5150,
    • 1 reply
    • 714 views
    • Bri
    • Bri

  34. Carryover of Deferral Elections to QACA? Uniformity Requirement an issue?

    By casey72,
    • 0 replies
    • 405 views

  35. excess deferral deadline

    By Rayofsunshine,
    • 2 replies
    • 541 views

  36. Application of Last Day of Employment Rule for Self-Employed Partner in Profit Sharing Plan

    By 401 Chaos,
    • 14 replies
    • 1.3k views

  37. Statements for Terminated Unvested Participants

    By metsfan026,
    • 8 replies
    • 853 views

  38. Force-Out of Small Balances

    By Catch22PGM,   
    • 11 replies
    • 2.5k views

  39. Rollover to an IRA of balance over $5000 - spousal consent???

    By Pammie57,
    • 5 replies
    • 1.4k views

  40. Ineligible employee contributions

    By wifrbr,
    • 1 reply
    • 488 views
    • Bri
    • Bri

  41. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 1.4k views

  42. All Stock Purchase of Company With Safe Harbor 401k By Company With No Pre-Existing 401k

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 998 views

  43. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 990 views

  44. Resuming deferrals after 6 month break after hardship

    By ldr,   
    • 7 replies
    • 986 views
    • ldr
    • ldr

  45. Interest on Late Safe Harbor Contributions

    By metsfan026,
    • 15 replies
    • 3.1k views

  46. Loan Correction

    By khn,
    • 2 replies
    • 634 views

  47. Adding Union Employees to the 401(k) Plan - Audit issue

    By HarleyBabe,
    • 3 replies
    • 866 views

  48. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 652 views

  49. Final 5500 for terminated large plan

    By Pammie57,
    • 5 replies
    • 864 views

  50. Eligibility change - 30 day waiting period?

    By Jakyasar,
    • 6 replies
    • 1.1k views
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