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401(k) Plans

19,295 topics in this forum

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

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

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

    By TPApril,
    • 5 replies
    • 1.1k views

  3. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.3k views

  4. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.1k views

  5. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 925 views

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 Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants.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

    By OR-ERISA,
    • 1 reply
    • 737 views

  7. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.4k views

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

    By Pammie57,
    • 6 replies
    • 744 views

  9. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1k views

  10. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 711 views

  11. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.1k views

  12. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 661 views

  13. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 453 views

  14. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 688 views

  15. employee class exclusion

    By Tom,
    • 4 replies
    • 1.8k views

  16. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.3k views

  17. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.2k views

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

    By Peter Gulia,
    • 17 replies
    • 1.7k views

  19. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 402 views

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

    By Roxie99,
    • 3 replies
    • 651 views

  21. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 990 views

  22. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 433 views

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

    By richyboycaldo,
    • 4 replies
    • 1.3k views

  24. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 786 views

  25. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.2k views

  26. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 695 views

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

    By PensionPro,
    • 8 replies
    • 933 views

  28. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 378 views

  29. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.5k views

  30. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 5.2k views

  31. Controlled group

    By PS,
    • 1 reply
    • 489 views

  32. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 528 views

  33. Participant Access to Reports

    By khn,
    • 4 replies
    • 613 views

  34. e-signatures

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

  35. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.1k views

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

    By BG5150,
    • 2 replies
    • 823 views

  37. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.5k views

  38. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 538 views

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

    By AlbanyConsultant,
    • 7 replies
    • 701 views

  40. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 906 views

  41. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 618 views

  42. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.2k views

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

    By TMcfall,
    • 4 replies
    • 746 views

  44. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 470 views

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

    By Belgarath,
    • 2 replies
    • 1.2k views

  46. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 2.8k views

  47. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 2.9k views

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

    By Megandps,
    • 5 replies
    • 810 views

  49. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 449 views

  50. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 922 views
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