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401(k) Plans

19,499 topics in this forum

  1. Convert only After-tax employee contributions via In-plan Roth rollover?

    By Will.I.Am,
    • 6 replies
    • 2.7k views

  2. Missed deferral opportunity

    By BG5150,
    • 3 replies
    • 961 views

  3. Installment Payments Upon Plan Termination

    By Anaahu,
    • 7 replies
    • 2.9k views

  4. One Year Holdout

    By EBECatty,
    • 6 replies
    • 2.1k views

  5. 401k plan - ineligible employee deferred and got refund

    By Jakyasar,
    • 4 replies
    • 981 views

  6. Excluding highly compensated employee who is not an owner from a plan

    By rblum50,
    • 7 replies
    • 2.3k views

  7. Retroactive amendment to loosen eligibility

    By EBECatty,
    • 7 replies
    • 3.2k views

  8. New Safe Harbor Plan started mid-year

    By Tom,
    • 0 replies
    • 461 views

  9. Rollover of Traditional IRA including Nondeductible Contributions

    By austin3515,
    • 9 replies
    • 7.6k views

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

    By MeetMeInTheBackdoorRoth,
    • 7 replies
    • 1.4k views

  11. Deferral on Zero Compensation

    By Plan Doc,
    • 7 replies
    • 1.1k views

  12. 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
    • 898 views

  13. Missed Deferral Opportunity for Auto Enrollments

    By CelloFan,
    • 1 reply
    • 1k views

  14. Key employee definition for top heavy

    By Tom,
    • 3 replies
    • 2k views

  15. Related Rollovers

    By TC1,
    • 12 replies
    • 2.3k views

  16. Affiliated Service Group?

    By Alan Simpson,
    • 1 reply
    • 827 views

  17. Missed Deferral Opportunity

    By Lou81,
    • 1 reply
    • 1.2k views

  18. 2% Shareholder Insurance Premium and Plan Compensation

    By Christopher Wilson,
    • 1 reply
    • 1.2k views

  19. Late Employer Contribution to 401(k) Plan

    By rblum50,
    • 3 replies
    • 1.4k views

  20. Quarterly vesting

    By Dan,
    • 8 replies
    • 1.5k views

  21. NRA and Break in Service

    By ERISA guy,
    • 7 replies
    • 1.5k views

  22. EPCRS Missed Deferral Opportunity

    By austin3515,
    • 8 replies
    • 1.3k views

  23. ECPCRS - Missed Deferral Oppotunity Corrections for 401k

    By austin3515,
    • 6 replies
    • 1.5k views

  24. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 759 views

  25. Per Diem Employees

    By Coleboy1,
    • 3 replies
    • 6.1k views

  26. PEO Plan Status

    By EBECatty,
    • 4 replies
    • 3.1k views

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

    By Belgarath,
    • 3 replies
    • 1.1k views

  28. PEPs and small TPA firm

    By LMK TPA,
    • 2 replies
    • 1.1k views

  29. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.9k views

  30. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 1.4k views

  31. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 926 views

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

    By legort69,
    • 3 replies
    • 1k views

  33. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 1.3k views

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

    By BG5150,
    • 5 replies
    • 2k views

  35. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 4.3k views

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

    By BG5150,
    • 6 replies
    • 1.2k views

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

    By ColeC,
    • 7 replies
    • 1.9k views

  38. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 3.9k views

  39. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

  40. How to correct failed match coverage test?

    By BG5150,
    • 1 reply
    • 1.1k views
    • Bri
    • Bri

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

    By casey72,
    • 0 replies
    • 622 views

  42. excess deferral deadline

    By Rayofsunshine,
    • 2 replies
    • 1.1k views

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

    By 401 Chaos,
    • 14 replies
    • 2.1k views

  44. Statements for Terminated Unvested Participants

    By metsfan026,
    • 8 replies
    • 1.5k views

  45. Force-Out of Small Balances

    By Catch22PGM,   
    • 11 replies
    • 4k views

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

    By Pammie57,
    • 5 replies
    • 2.2k views

  47. Ineligible employee contributions

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

  48. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 2.5k views

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

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 1.3k views

  50. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 1.4k views
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