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401(k) Plans

19,467 topics in this forum

  1. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 2k views

  2. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.7k views

  3. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.3k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1.1k views

  5. Single participant 401(k) no document

    By Biz Develop Consultant BJF,
    • 1 reply
    • 953 views

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

    By Pammie57,
    • 3 replies
    • 1.2k views

  7. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 496 views

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

    By WCC,
    • 5 replies
    • 1.5k views
    • WCC
    • WCC

  9. 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
    • 1.6k views
    • Bri
    • Bri

  10. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 940 views

  11. Hardship

    By ryan1986,
    • 3 replies
    • 3.2k views

  12. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 1.1k views

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

    By Jakyasar,
    • 7 replies
    • 875 views

  14. Transfer of In-Plan Annuity to an IRA

    By CharlesS,
    • 4 replies
    • 2k views

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

    By K-t-F,
    • 8 replies
    • 862 views

  16. Multiple Plan Entry Requirements

    By metsfan026,
    • 3 replies
    • 642 views

  17. Forfeiture Vested Funds due to embezzlement

    By Leslie Kalec,
    • 7 replies
    • 2k views

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

    By Guest Arch,
    • 15 replies
    • 7.5k views

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

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

  20. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 638 views

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

    By ts5555,
    • 0 replies
    • 672 views

  22. Adding participating employer via 11(g) ?

    By mattmc82,
    • 11 replies
    • 2.3k views

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

    By Craig Garner,
    • 0 replies
    • 881 views

  24. Safe Harbor Contribution Question

    By metsfan026,
    • 3 replies
    • 950 views

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

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

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

    By TPApril,
    • 5 replies
    • 1.4k views

  27. Missed Deferral Opportunity

    By TMcfall,
    • 4 replies
    • 1.6k views

  28. 11(g) amendment

    By Chippy,
    • 8 replies
    • 1.3k views

  29. plan provision by reference to another document

    By Robin Wilson,
    • 5 replies
    • 1.1k views

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

    By OR-ERISA,
    • 1 reply
    • 879 views

  31. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 4.1k views

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

    By Pammie57,
    • 6 replies
    • 929 views

  33. Plan Merger (Safe Harbor)

    By MGOAdmin,
    • 2 replies
    • 1.2k views

  34. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 1k views

  35. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.3k views

  36. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 887 views

  37. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 591 views

  38. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 871 views

  39. employee class exclusion

    By Tom,
    • 4 replies
    • 2k views

  40. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.5k views

  41. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 1.6k views

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

    By Peter Gulia,
    • 17 replies
    • 2.3k views

  43. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 543 views

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

    By Roxie99,
    • 3 replies
    • 876 views

  45. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.2k views

  46. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 558 views

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

    By richyboycaldo,
    • 4 replies
    • 1.9k views

  48. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 1.1k views

  49. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 1.8k views

  50. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 866 views
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