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401(k) Plans

19,295 topics in this forum

  1. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.1k views

  2. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 336 views

  3. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 988 views

  4. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  5. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 522 views

  6. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 566 views

  7. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.8k views

  8. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 506 views

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

    By rblum50,
    • 2 replies
    • 475 views

  10. Affiliated Service Group - B-Organization?

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

  11. Available investments in 401(k)

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

  12. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 9.5k views

  13. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 733 views

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

    By HarleyBabe,
    • 13 replies
    • 1.9k views

  15. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 607 views

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

    By Roxie99,
    • 2 replies
    • 526 views

  17. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.6k views

  18. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.1k views

  19. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 653 views

  20. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 914 views

  21. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 493 views

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

    By AdrianeMiller,
    • 2 replies
    • 547 views

  23. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 470 views

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

    By K-t-F,
    • 16 replies
    • 1.3k views

  25. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 414 views

  26. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.1k views

  27. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.6k views

  28. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2k views

  29. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 986 views

  30. One negative Schedule C... possibly outweighed by the owner's other compensation?

    By AlbanyConsultant,
    • 3 replies
    • 859 views

  31. Single participant 401(k) no document

    By Biz Develop Consultant BJF,
    • 1 reply
    • 817 views

  32. Eligibility for a 401k Plan for " employees" that have W-7#

    By Pammie57,
    • 3 replies
    • 1.1k views

  33. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 373 views

  34. Force out limit not followed properly - retroactive amendment?

    By WCC,
    • 5 replies
    • 1.2k views
    • WCC
    • WCC

  35. At what point is a 401(k) plan considered "ACTIVE" and would need to go through the plan termination process to close?

    By MrsMacias,   
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  36. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 746 views

  37. Hardship

    By ryan1986,
    • 3 replies
    • 2.8k views

  38. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 844 views

  39. Hiring someone during the year with large salary and immediate entry

    By Jakyasar,
    • 7 replies
    • 676 views

  40. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.3k views

  41. New single member 401(k) for 2020, Still time?

    By K-t-F,
    • 8 replies
    • 645 views

  42. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 468 views

  43. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.4k views

  44. Can an Exsisting Profit Sharing Plan Amend to a Safe Harbor 401(k) or

    By Guest Arch,
    • 15 replies
    • 7k views

  45. Amend plan to exclude employee group covered by the plan in the past - so excluded prospectively

    By Tom,
    • 2 replies
    • 861 views
    • Tom
    • Tom

  46. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 474 views

  47. New participants post stock deal - use plan year comp or prorated comp for QACA SH match?

    By ts5555,
    • 0 replies
    • 548 views

  48. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 1.9k views

  49. Safe harbor, Top Heavy, multiple plans and a Union

    By Craig Garner,
    • 0 replies
    • 708 views

  50. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 784 views
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