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401(k) Plans

19,489 topics in this forum

  1. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 1.1k views

  2. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 701 views

  3. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 802 views

  4. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 2.1k views

  5. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 787 views

  6. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

    By rblum50,
    • 2 replies
    • 712 views

  7. Affiliated Service Group - B-Organization?

    By Will.I.Am,
    • 3 replies
    • 1.4k views

  8. Available investments in 401(k)

    By maryflemingphr@yahoo.com,
    • 6 replies
    • 1.2k views

  9. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 11.8k views

  10. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 1.2k views

  11. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

    By HarleyBabe,
    • 13 replies
    • 2.4k views

  12. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 823 views

  13. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99,
    • 2 replies
    • 743 views

  14. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 2.2k views

  15. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.3k views

  16. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 898 views

  17. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 1.2k views

  18. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 683 views

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

    By AdrianeMiller,
    • 2 replies
    • 701 views

  20. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 736 views

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

    By Basically,
    • 16 replies
    • 2.1k views

  22. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 709 views

  23. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.7k views

  24. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 2.1k views

  25. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.8k views

  26. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.2k views

  28. Single participant 401(k) no document

    By Biz Develop Consultant BJF,
    • 1 reply
    • 1.1k views

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

    By Pammie57,
    • 3 replies
    • 1.3k views

  30. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 537 views

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

    By WCC,
    • 5 replies
    • 1.7k views
    • WCC
    • WCC

  32. 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
    • 1.7k views
    • Bri
    • Bri

  33. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 1.1k views

  34. Hardship

    By ryan1986,
    • 3 replies
    • 3.3k views

  35. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 1.2k views

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

    By Jakyasar,
    • 7 replies
    • 1k views

  37. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 2.2k views

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

    By Basically,
    • 8 replies
    • 928 views

  39. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 774 views

  40. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 2.1k views

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

    By Guest Arch,
    • 15 replies
    • 7.6k views

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

    By Tom,
    • 2 replies
    • 1.1k views
    • Tom
    • Tom

  43. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 768 views

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

    By ts5555,
    • 0 replies
    • 755 views

  45. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2.4k views

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

    By Craig Garner,
    • 0 replies
    • 956 views

  47. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 998 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.5k views

  50. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.6k views
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