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401(k) Plans

19,321 topics in this forum

  1. Existing solo 401k but has employees

    By Jakyasar,
    • 10 replies
    • 1.6k views

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

    By PensionPal,
    • 1 reply
    • 551 views

  3. List of Required Notices

    By metsfan026,
    • 1 reply
    • 525 views

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

    By metsfan026,
    • 9 replies
    • 1k views

  5. TPA Signing the 5500 as Plan Administrator

    By CLE401kGuy,
    • 12 replies
    • 4k views

  6. Compliance/5500/Plan document software vendors

    By Dan,
    • 4 replies
    • 739 views
    • Dan
    • Dan

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

    By BG5150,
    • 8 replies
    • 1.6k views

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

    By patriciab,
    • 4 replies
    • 1.5k views

  9. Timing for Making Company Contributions

    By J Simmons,
    • 1 reply
    • 474 views

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

    By TPApril,
    • 3 replies
    • 1k views

  11. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey,
    • 2 replies
    • 692 views

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

    By ERISA guy,
    • 4 replies
    • 1k views
    • DAK
    • DAK

  13. TEFRA Election on RMD

    By Becky Schwing,
    • 4 replies
    • 1.4k views

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

    By Peter Gulia,   
    • 3 replies
    • 797 views

  15. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.5k views

  16. Safe Harbor - addition of match mid-year

    By Robin Wilson,
    • 4 replies
    • 1.8k views

  17. "Open" MEP

    By Robin Wilson,
    • 0 replies
    • 280 views

  18. Brokerage accounts - trust accounting

    By ESI2015,
    • 1 reply
    • 523 views

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

    By metsfan026,
    • 9 replies
    • 2k views

  20. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 1.6k views

  21. RMD Calculation + Outstanding Loans

    By metsfan026,
    • 5 replies
    • 1.1k views

  22. 401K Control Group and New Acquisitions Participation in 401K Plan w/match

    By 401kCotttage,
    • 3 replies
    • 831 views

  23. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 429 views

  24. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.1k views

  25. Form 5310 submissions through pay.gov

    By BenefitsBum,
    • 4 replies
    • 887 views

  26. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 430 views

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

    By EBECatty,
    • 9 replies
    • 1.9k views

  28. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 450 views

  29. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 489 views

  30. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 1.9k views

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

    By Benguru25,
    • 1 reply
    • 400 views

  32. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 654 views

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

    By Basically,
    • 4 replies
    • 525 views

  34. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 889 views

  35. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 1k views

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

    By stephen20,
    • 3 replies
    • 1.8k views

  37. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 2.4k views

  38. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 561 views

  39. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.1k views

  40. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 336 views

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

    By Jakyasar,
    • 13 replies
    • 1.6k views

  42. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 6.9k views

  43. Encourage Retirees to take a Lump Sum Distribution

    By Ananda,
    • 24 replies
    • 2.5k views

  44. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 1.7k views

  45. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 819 views

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

    By Kac1214,
    • 1 reply
    • 370 views

  47. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 1.8k views

  48. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 770 views

  49. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.1k views

  50. Eligibility Question

    By bzorc,
    • 1 reply
    • 507 views
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