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401(k) Plans

19,321 topics in this forum

  1. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 433 views

  2. 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
    • 934 views

  3. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.2k views

  4. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.1k views

  5. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 889 views

  7. Single participant 401(k) no document

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

  8. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 392 views

  9. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.7k views

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

    By WCC,
    • 5 replies
    • 1.3k views
    • WCC
    • WCC

  11. Lifetime Income Illustration Formula

    By JOH,
    • 8 replies
    • 2.9k views

  12. 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

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

    By Pammie57,
    • 3 replies
    • 1.1k views

  14. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 762 views

  15. Hardship

    By ryan1986,
    • 3 replies
    • 2.9k views

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

    By Jakyasar,
    • 7 replies
    • 695 views

  17. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 869 views

  18. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 481 views

  19. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.4k views

  20. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 486 views

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

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

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

    By ts5555,
    • 0 replies
    • 556 views

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

    By HarleyBabe,
    • 13 replies
    • 2k views

  24. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.5k views

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

    By Craig Garner,
    • 0 replies
    • 727 views

  26. Otherwise Excludable Employee is the only NHCE in an ADP tested plan

    By Moss,
    • 1 reply
    • 642 views
    • Bri
    • Bri

  27. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 793 views

  28. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 1.9k views

  29. New Plan, definition of comp <> comp used => correction

    By TPApril,
    • 5 replies
    • 1.1k views

  30. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.4k views

  31. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 935 views

  32. Plan effective 10/1 and deferral/ SH Match limits

    By Pammie57,
    • 6 replies
    • 762 views

  33. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1k views

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

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

  35. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 755 views

  36. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.2k views

  37. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.1k views

  38. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 462 views

  39. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 705 views

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

    By Tom,
    • 2 replies
    • 881 views
    • Tom
    • Tom

  41. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 684 views

  42. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.2k views

  43. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 416 views

  44. What’s a reasonable salary for a six-year-old’s part-time work?

    By Peter Gulia,
    • 17 replies
    • 1.8k views

  45. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.3k views

  46. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1k views

  47. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 443 views

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

    By OR-ERISA,
    • 1 reply
    • 756 views

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

    By richyboycaldo,
    • 4 replies
    • 1.4k views

  50. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 822 views
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