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401(k) Plans

19,275 topics in this forum

  1. Shutting down a Solo 401k - 5500-EZ question

    By Jolly G,
    • 13 replies
    • 3.2k views

  2. Management Service Organization and Safe Harbor

    By Chippy,
    • 2 replies
    • 504 views

  3. Prohibited Transaction Purchase of Life Insurance from Plan

    By Ananda,
    • 4 replies
    • 1.5k views

  4. Basic Safe Harbor Match in 1 Person Plan

    By coleboy,
    • 10 replies
    • 913 views

  5. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 1.3k views

  6. Late deposit of Contributions -- class exemption for filing form 5330

    By PensionPal,
    • 1 reply
    • 497 views

  7. List of Required Notices

    By metsfan026,
    • 1 reply
    • 494 views

  8. Setting Up A Plan For Main Office (Excluding Subisidiaries)

    By metsfan026,
    • 9 replies
    • 1k views

  9. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 3.7k views

  10. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 703 views
    • Dan
    • Dan

  11. Deferring 100% of comp. How to reconcile to plan doc?

    By BG5150,
    • 8 replies
    • 1.5k views

  12. QSOB Employer-Wide Testing Requirement ("Gateway" test)?

    By patriciab,
    • 4 replies
    • 1.5k views

  13. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 454 views

  14. Owner/spouse plan - trustees (1 or both)

    By TPApril,
    • 3 replies
    • 1k views

  15. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 638 views

  16. Elective deferrals in excess of 401(a)(17) - Fidelity's document

    By ERISA guy,
    • 4 replies
    • 933 views
    • DAK
    • DAK

  17. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.3k views

  18. May a plan provide an automatic-contribution arrangement for some employees, but not others?

    By Peter Gulia,   
    • 3 replies
    • 763 views

  19. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.5k views

  20. Safe Harbor - addition of match mid-year

    By Robin Wilson,
    • 4 replies
    • 1.7k views

  21. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 269 views

  22. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 501 views

  23. Beneficiary If No Form On File (Divorce / Biological Child / Step Children)

    By metsfan026,
    • 9 replies
    • 1.9k views

  24. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 1.4k views

  25. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.1k views

  26. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 778 views

  27. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 410 views

  28. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.1k views

  29. Form 5310 submissions through pay.gov

    By BenefitsBum,
    • 4 replies
    • 806 views

  30. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 413 views

  31. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty,
    • 9 replies
    • 1.7k views

  32. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 435 views

  33. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 466 views

  34. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 1.8k views

  35. Matching on the incorrect source...any ideas?

    By Benguru25,
    • 1 reply
    • 372 views

  36. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 617 views

  37. Single Member Plan, only asset is the participant loan. Okay?

    By Basically,
    • 4 replies
    • 494 views

  38. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 859 views

  39. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 959 views

  40. What is the basic difference between Related Employers & Multiple Employer Plan?

    By stephen20,
    • 3 replies
    • 1.6k views

  41. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 2.2k views

  42. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 542 views

  43. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.1k views

  44. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 313 views

  45. Setting up a new plan for 2021 - missed the SH deadline, correct?

    By Jakyasar,
    • 13 replies
    • 1.5k views

  46. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 6.1k views

  47. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 2.4k views

  48. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 1.5k views

  49. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 795 views

  50. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 346 views
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