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401(k) Plans

19,526 topics in this forum

  1. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 2k views

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

    By Peter Gulia,
    • 17 replies
    • 3.1k views

  3. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 825 views

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

    By Roxie99,
    • 3 replies
    • 1.1k views

  5. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.6k views

  6. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 748 views

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

    By richyboycaldo,
    • 4 replies
    • 2.2k views

  8. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 1.6k views

  9. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 2.2k views

  10. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 1.1k views

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

    By PensionPro,
    • 8 replies
    • 1.7k views

  12. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 678 views

  13. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 2.6k views

  14. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 9.5k views

  15. Controlled group

    By PS,
    • 1 reply
    • 902 views

  16. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 1k views

  17. Participant Access to Reports

    By khn,
    • 4 replies
    • 1.3k views

  18. e-signatures

    By Barbara R. Shoemaker,
    • 1 reply
    • 1.1k views

  19. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 1.2k views

  21. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 2.3k views

  22. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 920 views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  24. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 1.7k views

  25. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 1k views

  26. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.9k views

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

    By TMcfall,
    • 4 replies
    • 1.5k views

  28. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 850 views

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

    By Belgarath,
    • 2 replies
    • 1.7k views

  30. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 3.5k views

  31. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 4.2k views

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

    By Megandps,
    • 5 replies
    • 1.4k views

  33. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 902 views

  34. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 1.7k views

  35. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 1k views

  36. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1.5k views

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

    By ldr,   
    • 6 replies
    • 2k views

  38. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 1.3k views

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

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

  40. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 999 views

  41. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 1k views

  42. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 1.3k views

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

    By Barry Levy,
    • 4 replies
    • 1.4k views

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

    By Megandps,
    • 3 replies
    • 1.3k views

  45. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 1.1k views

  46. 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
    • 808 views

  47. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 2.7k views

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

    By RayJJohnsonJr,
    • 22 replies
    • 4k views

  49. After-tax contributions

    By austin3515,
    • 0 replies
    • 878 views

  50. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 1.4k views
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