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401(k) Plans

19,423 topics in this forum

  1. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 594 views

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

    By AdrianeMiller,
    • 2 replies
    • 622 views

  3. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 566 views

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

    By K-t-F,
    • 16 replies
    • 1.7k views

  5. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 503 views

  6. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.4k views

  7. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.9k views

  8. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.5k views

  9. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  11. Single participant 401(k) no document

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

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

    By Pammie57,
    • 3 replies
    • 1.2k views

  13. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 457 views

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

    By WCC,
    • 5 replies
    • 1.5k views
    • WCC
    • WCC

  15. 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
    • 1.5k views
    • Bri
    • Bri

  16. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 866 views

  17. Hardship

    By ryan1986,
    • 3 replies
    • 3.1k views

  18. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 1k views

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

    By Jakyasar,
    • 7 replies
    • 806 views

  20. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 1.8k views

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

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

  22. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 584 views

  23. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 1.8k views

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

    By Guest Arch,
    • 15 replies
    • 7.3k views

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

    By Tom,
    • 2 replies
    • 998 views
    • Tom
    • Tom

  26. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 563 views

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

    By ts5555,
    • 0 replies
    • 609 views

  28. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2.2k views

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

    By Craig Garner,
    • 0 replies
    • 829 views

  30. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 893 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.3k views

  33. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.5k views

  34. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.2k views

  35. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 1k views

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

    By OR-ERISA,
    • 1 reply
    • 842 views

  37. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.9k views

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

    By Pammie57,
    • 6 replies
    • 870 views

  39. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1.1k views

  40. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 923 views

  41. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.2k views

  42. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 817 views

  43. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 537 views

  44. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 809 views

  45. employee class exclusion

    By Tom,
    • 4 replies
    • 1.9k views

  46. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.4k views

  47. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.5k views

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

    By Peter Gulia,
    • 17 replies
    • 2.2k views

  49. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 494 views

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

    By Roxie99,
    • 3 replies
    • 782 views
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