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401(k) Plans

19,499 topics in this forum

  1. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 4.2k views

  2. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.4k views

  3. Cash Balance Questions

    By maryflemingphr@yahoo.com,
    • 4 replies
    • 1.5k views

  4. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman,
    • 9 replies
    • 8.3k views

  5. Plan Sponsor/Name change after pye date of 5500

    By TPApril,
    • 1 reply
    • 710 views

  6. Control Group question

    By mkaufman,   
    • 2 replies
    • 1.3k views

  7. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 3.1k views

  8. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 3.2k views

  9. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 664 views

  10. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 2.6k views

  11. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 1.2k views

  12. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 760 views

  13. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 876 views

  14. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 2.1k views

  15. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 822 views

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

    By rblum50,
    • 2 replies
    • 780 views

  17. Affiliated Service Group - B-Organization?

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

  18. Available investments in 401(k)

    By maryflemingphr@yahoo.com,
    • 6 replies
    • 1.3k views

  19. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 12.1k views

  20. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 1.3k views

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

    By HarleyBabe,
    • 13 replies
    • 2.6k views

  22. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 857 views

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

    By Roxie99,
    • 2 replies
    • 802 views

  24. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 2.4k views

  25. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.4k views

  26. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 947 views

  27. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 1.3k views

  28. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 717 views

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

    By AdrianeMiller,
    • 2 replies
    • 762 views

  30. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 815 views

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

    By Basically,
    • 16 replies
    • 2.3k views

  32. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 771 views

  33. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.8k views

  34. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 2.2k views

  35. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.9k views

  36. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.4k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.3k views

  38. Single participant 401(k) no document

    By Biz Develop Consultant BJF,
    • 1 reply
    • 1.2k views

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

    By Pammie57,
    • 3 replies
    • 1.3k views

  40. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 586 views

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

    By WCC,
    • 5 replies
    • 1.8k views
    • WCC
    • WCC

  42. 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
    • 1.8k views
    • Bri
    • Bri

  43. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  44. Hardship

    By ryan1986,
    • 3 replies
    • 3.4k views

  45. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 1.3k views

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

    By Jakyasar,
    • 7 replies
    • 1.1k views

  47. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 2.3k views

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

    By Basically,
    • 8 replies
    • 1k views

  49. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 848 views

  50. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 2.2k views
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