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401(k) Plans

19,275 topics in this forum

  1. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 427 views

  2. Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants. Permissible?

    By OR-ERISA,
    • 1 reply
    • 727 views

  3. Is it OK not to take out 401(k) contributions if paycheck is small?

    By richyboycaldo,
    • 4 replies
    • 1.3k views

  4. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 762 views

  5. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.1k views

  6. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 371 views

  7. Controlled group

    By PS,
    • 1 reply
    • 478 views

  8. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 684 views

  9. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 510 views

  10. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 4.8k views

  11. Participant Access to Reports

    By khn,
    • 4 replies
    • 602 views

  12. ADP Test - Potential Catch-up Contributions in Multiple Plans

    By PensionPro,
    • 8 replies
    • 901 views

  13. e-signatures

    By Barbara R. Shoemaker,
    • 1 reply
    • 562 views

  14. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.1k views

  15. proposed mid-year amendment to safe harbor enhanced match allocation

    By Roxie99,
    • 3 replies
    • 641 views

  16. Mistake of Fact--what to do about earnings?

    By BG5150,
    • 2 replies
    • 805 views

  17. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.5k views

  18. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 528 views

  19. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.5k views

  20. timely deposit of deferrals to 'plan holding account', but not to participant accounts

    By AlbanyConsultant,
    • 7 replies
    • 671 views

  21. Two entities, Same ownership, Two different plan designs

    By TMcfall,
    • 4 replies
    • 730 views

  22. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.2k views

  23. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 461 views

  24. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 612 views

  25. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 2.8k views

  26. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 441 views

  27. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 890 views

  28. FIS Document users - flexible discretionary vs. rigid discretionary

    By Belgarath,
    • 2 replies
    • 1.2k views

  29. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 663 views

  30. After-tax contribution deadline

    By BTG,
    • 5 replies
    • 1.7k views

  31. Looking for admin and/or recordkeeper that can handle plan assets consisting of just single stock positions

    By izzy.and.erisa,
    • 1 reply
    • 322 views

  32. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 592 views

  33. Differing match and ps in plan without HCEs and Keys

    By ldr,   
    • 6 replies
    • 1k views

  34. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 976 views

  35. Relius users - 410b Coverage is including Terminated Participants with <500 hours as eligible

    By Megandps,
    • 5 replies
    • 792 views

  36. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 660 views

  37. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 574 views

  38. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 922 views

  39. HCE Carve Outs For Safe Harbor 401(k) Plan

    By Barry Levy,
    • 4 replies
    • 898 views

  40. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 893 views

  41. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

    By Megandps,
    • 3 replies
    • 624 views

  42. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 556 views

  43. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS,
    • 1 reply
    • 522 views

  44. After-tax contributions

    By austin3515,
    • 0 replies
    • 464 views

  45. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.1k views

  46. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr,
    • 22 replies
    • 2.1k views

  47. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 233 views

  48. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 696 views

  49. S-Corp comp

    By TPApril,
    • 2 replies
    • 768 views

  50. QACA using 3% nonelective safe harbor, mid-year amendment to remove safe harbor

    By Belgarath,
    • 4 replies
    • 580 views
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