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401(k) Plans

19,382 topics in this forum

  1. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 10.4k views

  2. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 824 views

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

    By HarleyBabe,
    • 13 replies
    • 2k views

  4. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 666 views

  5. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99,
    • 2 replies
    • 587 views

  6. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.8k views

  7. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.2k views

  8. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 742 views

  9. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 992 views

  10. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 543 views

  11. Save your 401 plan after losing your job and getting divorced

    By AdrianeMiller,
    • 2 replies
    • 586 views

  12. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 517 views

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

    By K-t-F,
    • 16 replies
    • 1.5k views

  14. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 460 views

  15. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.4k views

  16. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.8k views

  17. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.3k views

  18. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 976 views

  20. Single participant 401(k) no document

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

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

    By Pammie57,
    • 3 replies
    • 1.1k views

  22. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 419 views

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

    By WCC,
    • 5 replies
    • 1.4k views
    • WCC
    • WCC

  24. 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
    • 1.4k views
    • Bri
    • Bri

  25. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 810 views

  26. Hardship

    By ryan1986,
    • 3 replies
    • 3k views

  27. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 920 views

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

    By Jakyasar,
    • 7 replies
    • 725 views

  29. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.6k views

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

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

  31. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 521 views

  32. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.6k views

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

    By Guest Arch,
    • 15 replies
    • 7.2k views

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

    By Tom,
    • 2 replies
    • 930 views
    • Tom
    • Tom

  35. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 516 views

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

    By ts5555,
    • 0 replies
    • 578 views

  37. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2k views

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

    By Craig Garner,
    • 0 replies
    • 766 views

  39. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 832 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.2k views

  42. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.4k views

  43. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.1k views

  44. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 972 views

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

    By OR-ERISA,
    • 1 reply
    • 792 views

  46. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.7k views

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

    By Pammie57,
    • 6 replies
    • 804 views

  48. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1.1k views

  49. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 832 views

  50. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.2k views
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