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401(k) Plans

19,317 topics in this forum

  1. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234,
    • 2 replies
    • 930 views

  2. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 280 views

  3. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 793 views

  4. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 877 views

  5. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan,
    • 9 replies
    • 996 views

  6. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2k views

  7. Overfunded contributions

    By 401kallday,
    • 3 replies
    • 688 views
    • Bird
    • Bird

  8. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 814 views

  9. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 801 views

  10. non profit organization

    By Chippy,
    • 2 replies
    • 512 views

  11. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2,
    • 13 replies
    • 2.6k views

  12. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 771 views

  13. waving participation

    By Chippy,
    • 10 replies
    • 1.3k views

  14. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 878 views

  15. Deducting More than 415 Limit on partner's 1040

    By Danny CPA,
    • 6 replies
    • 1.1k views

  16. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money,
    • 2 replies
    • 969 views

  17. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.1k views

  18. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1k views

  19. Cash Balance Questions

    By maryflemingphr@yahoo.com,
    • 4 replies
    • 1.1k views

  20. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman,
    • 9 replies
    • 5.9k views

  21. Plan Sponsor/Name change after pye date of 5500

    By TPApril,
    • 1 reply
    • 460 views

  22. Control Group question

    By mkaufman,   
    • 2 replies
    • 808 views

  23. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.2k views

  24. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.2k views

  25. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 346 views

  26. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 1k views

  27. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 786 views

  28. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 528 views

  29. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 581 views

  30. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.8k views

  31. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 514 views

  32. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

    By rblum50,
    • 2 replies
    • 484 views

  33. Affiliated Service Group - B-Organization?

    By Will.I.Am,
    • 3 replies
    • 1k views

  34. Available investments in 401(k)

    By maryflemingphr@yahoo.com,
    • 6 replies
    • 879 views

  35. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 9.7k views

  36. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 755 views

  37. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

    By HarleyBabe,
    • 13 replies
    • 1.9k views

  38. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 631 views

  39. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99,
    • 2 replies
    • 546 views

  40. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.7k views

  41. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.1k views

  42. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 693 views

  43. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 933 views

  44. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 508 views

  45. Save your 401 plan after losing your job and getting divorced

    By AdrianeMiller,
    • 2 replies
    • 559 views

  46. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 481 views

  47. Control Group merge into one company. Is this scenario ok?

    By K-t-F,
    • 16 replies
    • 1.4k views

  48. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 432 views

  49. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.2k views

  50. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.7k views
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