Jump to content

401(k) Plans

19,333 topics in this forum

  1. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 697 views

  2. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 472 views

  3. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 716 views

  4. employee class exclusion

    By Tom,
    • 4 replies
    • 1.8k views

  5. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.3k views

  6. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 17 replies
    • 1.8k views

  8. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 425 views

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

    By Roxie99,
    • 3 replies
    • 681 views

  10. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1k views

  11. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 449 views

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

    By richyboycaldo,
    • 4 replies
    • 1.4k views

  13. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 831 views

  14. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.3k views

  15. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 719 views

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

    By PensionPro,
    • 8 replies
    • 983 views

  17. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 395 views

  18. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.6k views

  19. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 6.5k views

  20. Controlled group

    By PS,
    • 1 reply
    • 503 views

  21. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 559 views

  22. Participant Access to Reports

    By khn,
    • 4 replies
    • 644 views

  23. e-signatures

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

  24. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 847 views

  26. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.6k views

  27. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 560 views

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

    By AlbanyConsultant,
    • 7 replies
    • 761 views

  29. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 941 views

  30. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 636 views

  31. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.2k views

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

    By TMcfall,
    • 4 replies
    • 800 views

  33. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 486 views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  35. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 2.8k views

  36. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 3k views

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

    By Megandps,
    • 5 replies
    • 866 views

  38. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 476 views

  39. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 974 views

  40. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 688 views

  41. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1k views

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

    By ldr,   
    • 6 replies
    • 1.1k views

  43. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 710 views

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

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

  45. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 626 views

  46. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 625 views

  47. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 968 views

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

    By Barry Levy,
    • 4 replies
    • 935 views

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

    By Megandps,
    • 3 replies
    • 752 views

  50. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 595 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept