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401(k) Plans

19,499 topics in this forum

  1. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath,
    • 2 replies
    • 2k views

  2. Top Heavy Plan Minimum Contributions

    By Ananda,
    • 5 replies
    • 2.1k views

  3. Audit Exemption

    By bzorc,
    • 7 replies
    • 1.4k views

  4. ADP Safe Harbor Match / Non-ACP Discretionary Match - Allocation Conditions Allowed?

    By EBECatty,
    • 9 replies
    • 2.8k views

  5. "open" multiple employer plan

    By Robin Wilson,
    • 1 reply
    • 890 views

  6. New SH Notice Rules

    By BG5150,
    • 1 reply
    • 684 views

  7. Off Calendar Catch Up Question

    By Gilmore,
    • 4 replies
    • 789 views

  8. OFF Calendar Plan Year and 402g Limits

    By Pammie57,
    • 6 replies
    • 2.4k views

  9. Safe Harbor contribution deadline

    By Jakyasar,
    • 13 replies
    • 3.5k views

  10. 401K Loan - Not Deducted From Distribution to Spouse. What Next?

    By LancasterKat,
    • 1 reply
    • 793 views

  11. Matching on the incorrect source...any ideas?

    By Benguru25,
    • 1 reply
    • 707 views

  12. multiple entities/ownership - Single or Multiple ER Plan?

    By TPApril,
    • 4 replies
    • 1.4k views

  13. Single Member Plan, only asset is the participant loan. Okay?

    By Basically,
    • 4 replies
    • 742 views

  14. 401k and Loan and termination question

    By Fquinones81,
    • 3 replies
    • 1k views

  15. What is the basic difference between Related Employers & Multiple Employer Plan?

    By stephen20,
    • 3 replies
    • 2.7k views

  16. Match Allocations and Annual Compensation Limits

    By King of Queens,
    • 12 replies
    • 7.9k views

  17. Group Term Life

    By Dazednconfused,
    • 1 reply
    • 1.2k views

  18. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 1.5k views

  19. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 8.9k views

  20. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.4k views

  21. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 811 views

  22. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 563 views

  23. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 3.3k views

  24. Hardship Question

    By Madison71,
    • 13 replies
    • 4.9k views

  25. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.7k views

  26. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 524 views

  27. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 1.2k views

  28. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 1.1k views

  29. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 2.7k views

  30. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 1.1k views

  31. Eligibility Question

    By bzorc,
    • 1 reply
    • 781 views

  32. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 1.4k views

  33. How to test controlled group with 2 different plans?

    By Jakyasar,
    • 0 replies
    • 808 views

  34. Deceased Participant's beneficiary "may" be under a Conservatorship

    By Kansas401k,
    • 6 replies
    • 1.8k views

  35. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234,
    • 2 replies
    • 1.3k views

  36. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 558 views

  37. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 1.2k views

  38. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 1.3k views

  39. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan,
    • 9 replies
    • 1.5k views

  40. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2.6k views

  41. Overfunded contributions

    By 401kallday,
    • 3 replies
    • 955 views
    • Bird
    • Bird

  42. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 1k views

  43. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 1.2k views

  44. non profit organization

    By Chippy,
    • 2 replies
    • 768 views

  45. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2,
    • 13 replies
    • 6.2k views

  46. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 1.1k views

  47. waving participation

    By Chippy,
    • 10 replies
    • 1.8k views

  48. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 1.4k views

  49. Deducting More than 415 Limit on partner's 1040

    By Danny CPA,
    • 6 replies
    • 1.5k views

  50. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money,
    • 2 replies
    • 1.3k views
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