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401(k) Plans

19,355 topics in this forum

  1. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.5k views

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

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

  3. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 502 views

  4. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.5k views

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

    By Guest Arch,
    • 15 replies
    • 7.1k views

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

    By Tom,
    • 2 replies
    • 900 views
    • Tom
    • Tom

  7. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 501 views

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

    By ts5555,
    • 0 replies
    • 568 views

  9. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2k views

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

    By Craig Garner,
    • 0 replies
    • 746 views

  11. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 813 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.2k views

  14. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.4k views

  15. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.1k views

  16. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 951 views

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 Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants.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

    By OR-ERISA,
    • 1 reply
    • 777 views

  18. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.6k views

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

    By Pammie57,
    • 6 replies
    • 787 views

  20. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1k views

  21. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 792 views

  22. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.2k views

  23. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 705 views

  24. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 476 views

  25. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 725 views

  26. employee class exclusion

    By Tom,
    • 4 replies
    • 1.8k views

  27. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.4k views

  28. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.3k views

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

    By Peter Gulia,
    • 17 replies
    • 1.9k views

  30. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 431 views

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

    By Roxie99,
    • 3 replies
    • 699 views

  32. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.1k views

  33. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 455 views

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

    By richyboycaldo,
    • 4 replies
    • 1.5k views

  35. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 846 views

  36. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.4k views

  37. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 731 views

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

    By PensionPro,
    • 8 replies
    • 991 views

  39. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 401 views

  40. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.6k views

  41. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 6.9k views

  42. Controlled group

    By PS,
    • 1 reply
    • 513 views

  43. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 575 views

  44. Participant Access to Reports

    By khn,
    • 4 replies
    • 654 views

  45. e-signatures

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

  46. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 863 views

  48. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.6k views

  49. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 567 views

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

    By AlbanyConsultant,
    • 7 replies
    • 776 views
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