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401(k) Plans

19,362 topics in this forum

  1. Participant Access to Reports

    By khn,
    • 4 replies
    • 660 views

  2. e-signatures

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

  3. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.2k views

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

    By BG5150,
    • 2 replies
    • 865 views

  5. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.6k views

  6. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 567 views

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

    By AlbanyConsultant,
    • 7 replies
    • 786 views

  8. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 956 views

  9. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 645 views

  10. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.3k views

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

    By TMcfall,
    • 4 replies
    • 871 views

  12. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 501 views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  14. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 2.8k views

  15. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 3.1k views

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

    By Megandps,
    • 5 replies
    • 893 views

  17. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 483 views

  18. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 994 views

  19. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 704 views

  20. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1k views

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

    By ldr,   
    • 6 replies
    • 1.2k views

  22. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 731 views

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

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

  24. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 636 views

  25. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 641 views

  26. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 977 views

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

    By Barry Levy,
    • 4 replies
    • 952 views

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

    By Megandps,
    • 3 replies
    • 797 views

  29. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 611 views

  30. 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
    • 557 views

  31. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 1.6k views

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

    By RayJJohnsonJr,
    • 22 replies
    • 2.3k views

  33. After-tax contributions

    By austin3515,
    • 0 replies
    • 499 views

  34. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 794 views

  35. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 1.9k views

  36. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.2k views

  37. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 263 views

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

    By Belgarath,
    • 4 replies
    • 626 views

  39. S-Corp comp

    By TPApril,
    • 2 replies
    • 804 views

  40. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 888 views

  41. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 547 views

  42. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 666 views

  43. One owner - SEP for LLC, PS for Inc.?

    By TPApril,
    • 2 replies
    • 528 views

  44. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 967 views

  45. Do Successor Plan Rules apply to a one participant plan?

    By TMcfall,
    • 0 replies
    • 331 views

  46. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 389 views

  47. After-tax Contributions / Reasonale Limits

    By austin3515,
    • 6 replies
    • 1k views

  48. Qualified Birth and Adoption

    By austin3515,
    • 8 replies
    • 2.1k views

  49. 401(k) Safe Harbor Exemption

    By Kristi Driscoll,   
    • 0 replies
    • 295 views

  50. Record Keeper Change FROM TIAA

    By CSBill,
    • 3 replies
    • 992 views
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