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401(k) Plans

19,317 topics in this forum

  1. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.1k views

  2. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 881 views

  4. Single participant 401(k) no document

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

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

    By Pammie57,
    • 3 replies
    • 1.1k views

  6. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 388 views

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

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

  8. 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

  9. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 758 views

  10. Hardship

    By ryan1986,
    • 3 replies
    • 2.9k views

  11. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 864 views

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

    By Jakyasar,
    • 7 replies
    • 691 views

  13. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.4k views

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

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

  15. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 479 views

  16. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.5k views

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

    By Guest Arch,
    • 15 replies
    • 7.1k views

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

    By Tom,
    • 2 replies
    • 879 views
    • Tom
    • Tom

  19. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 481 views

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

    By ts5555,
    • 0 replies
    • 554 views

  21. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 1.9k views

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

    By Craig Garner,
    • 0 replies
    • 723 views

  23. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 792 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.1k views

  26. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.4k views

  27. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.1k views

  28. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 933 views

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

    By OR-ERISA,
    • 1 reply
    • 754 views

  30. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.5k views

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

    By Pammie57,
    • 6 replies
    • 761 views

  32. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1k views

  33. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 749 views

  34. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.1k views

  35. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 678 views

  36. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 462 views

  37. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 701 views

  38. employee class exclusion

    By Tom,
    • 4 replies
    • 1.8k views

  39. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.3k views

  40. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,
    • 17 replies
    • 1.7k views

  42. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 413 views

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

    By Roxie99,
    • 3 replies
    • 671 views

  44. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1k views

  45. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 441 views

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

    By richyboycaldo,
    • 4 replies
    • 1.4k views

  47. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 805 views

  48. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.3k views

  49. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 705 views

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

    By PensionPro,
    • 8 replies
    • 959 views
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