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401(k) Plans

19,423 topics in this forum

  1. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.2k views

  2. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 507 views

  3. Is it OK not to take out 401(k) contributions if paycheck is small?

    By richyboycaldo,
    • 4 replies
    • 1.7k views

  4. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 1k views

  5. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.6k views

  6. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 817 views

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

    By PensionPro,
    • 8 replies
    • 1.2k views

  8. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 445 views

  9. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.8k views

  10. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 8k views

  11. Controlled group

    By PS,
    • 1 reply
    • 571 views

  12. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 645 views

  13. Participant Access to Reports

    By khn,
    • 4 replies
    • 760 views

  14. e-signatures

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

  15. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.3k views

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

    By BG5150,
    • 2 replies
    • 952 views

  17. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.8k views

  18. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 612 views

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

    By AlbanyConsultant,
    • 7 replies
    • 915 views

  20. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 1.1k views

  21. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 708 views

  22. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.4k views

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

    By TMcfall,
    • 4 replies
    • 1k views

  24. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 549 views

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

    By Belgarath,
    • 2 replies
    • 1.4k views

  26. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 3k views

  27. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 3.4k views

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

    By Megandps,
    • 5 replies
    • 996 views

  29. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 529 views

  30. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 1.1k views

  31. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 770 views

  32. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1.1k views

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

    By ldr,   
    • 6 replies
    • 1.3k views

  34. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 832 views

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

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

  36. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 691 views

  37. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 709 views

  38. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 1k views

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

    By Barry Levy,
    • 4 replies
    • 1k views

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

    By Megandps,
    • 3 replies
    • 944 views

  41. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 672 views

  42. 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
    • 605 views

  43. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 1.9k views

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

    By RayJJohnsonJr,
    • 22 replies
    • 2.6k views

  45. After-tax contributions

    By austin3515,
    • 0 replies
    • 542 views

  46. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 900 views

  47. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 2.1k views

  48. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.3k views

  49. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 297 views

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

    By Belgarath,
    • 4 replies
    • 688 views
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