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401(k) Plans

19,321 topics in this forum

  1. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 822 views

  2. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.3k views

  3. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 713 views

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

    By PensionPro,
    • 8 replies
    • 967 views

  5. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 389 views

  6. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.6k views

  7. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 6.1k views

  8. Controlled group

    By PS,
    • 1 reply
    • 498 views

  9. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 546 views

  10. Participant Access to Reports

    By khn,
    • 4 replies
    • 633 views

  11. e-signatures

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

  12. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.1k views

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

    By BG5150,
    • 2 replies
    • 835 views

  14. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.6k views

  15. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 552 views

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

    By AlbanyConsultant,
    • 7 replies
    • 742 views

  17. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 932 views

  18. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 629 views

  19. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.2k views

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

    By TMcfall,
    • 4 replies
    • 770 views

  21. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 481 views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  23. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 2.8k views

  24. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 3k views

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

    By Megandps,
    • 5 replies
    • 848 views

  26. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 469 views

  27. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 962 views

  28. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 682 views

  29. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1k views

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

    By ldr,   
    • 6 replies
    • 1.1k views

  31. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 694 views

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

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

  33. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 618 views

  34. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 615 views

  35. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 959 views

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

    By Barry Levy,
    • 4 replies
    • 926 views

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

    By Megandps,
    • 3 replies
    • 718 views

  38. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 588 views

  39. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS,
    • 1 reply
    • 541 views

  40. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 1.5k views

  41. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr,
    • 22 replies
    • 2.2k views

  42. After-tax contributions

    By austin3515,
    • 0 replies
    • 482 views

  43. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 749 views

  44. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 1.8k views

  45. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.2k views

  46. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 247 views

  47. QACA using 3% nonelective safe harbor, mid-year amendment to remove safe harbor

    By Belgarath,
    • 4 replies
    • 606 views

  48. S-Corp comp

    By TPApril,
    • 2 replies
    • 790 views

  49. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 854 views

  50. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 531 views
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