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401(k) Plans

19,450 topics in this forum

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

    By Guest Arch,
    • 15 replies
    • 7.4k views

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

    By Tom,
    • 2 replies
    • 1k views
    • Tom
    • Tom

  3. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 593 views

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

    By ts5555,
    • 0 replies
    • 635 views

  5. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2.3k views

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

    By Craig Garner,
    • 0 replies
    • 844 views

  7. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 919 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.3k views

  10. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.5k views

  11. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.3k views

  12. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 1.1k views

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 Prefunded NECs allocated to HCE who terminated mid-year are withdrawn and reallocated to remaining participants.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

    By OR-ERISA,
    • 1 reply
    • 859 views

  14. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 4k views

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

    By Pammie57,
    • 6 replies
    • 897 views

  16. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1.1k views

  17. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 948 views

  18. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.3k views

  19. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 866 views

  20. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 557 views

  21. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 849 views

  22. employee class exclusion

    By Tom,
    • 4 replies
    • 2k views

  23. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.5k views

  24. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.6k views

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

    By Peter Gulia,
    • 17 replies
    • 2.2k views

  26. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 509 views

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

    By Roxie99,
    • 3 replies
    • 833 views

  28. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.2k views

  29. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 526 views

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

    By richyboycaldo,
    • 4 replies
    • 1.8k views

  31. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 1.1k views

  32. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.7k views

  33. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 842 views

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

    By PensionPro,
    • 8 replies
    • 1.2k views

  35. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 458 views

  36. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 1.9k views

  37. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 8.5k views

  38. Controlled group

    By PS,
    • 1 reply
    • 598 views

  39. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 673 views

  40. Participant Access to Reports

    By khn,
    • 4 replies
    • 788 views

  41. e-signatures

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

  42. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.4k views

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

    By BG5150,
    • 2 replies
    • 982 views

  44. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 1.9k views

  45. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 633 views

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

    By AlbanyConsultant,
    • 7 replies
    • 974 views

  47. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 1.1k views

  48. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 736 views

  49. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.5k views

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

    By TMcfall,
    • 4 replies
    • 1.1k views
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