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401(k) Plans

19,532 topics in this forum

  1. Bonus Out PS Forfeitures to Terminated Participant

    By EBECatty,
    • 2 replies
    • 1.4k views

  2. New 401k- Client Changes Mind

    By coleboy,
    • 4 replies
    • 1.7k views

  3. Short Plan Year Partnership Compensation Pro Rata

    By Kiley,
    • 3 replies
    • 1.2k views

  4. EPCRS - Small Excess Amounts

    By 52626,
    • 1 reply
    • 949 views

  5. providing participant statements to participants in brokerage accounts

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  6. employee class exclusion

    By Tom,
    • 4 replies
    • 2.3k views

  7. 5330 related for lost earnings on late 401k deferral deposit - is there a minimum?

    By Jakyasar,
    • 4 replies
    • 1.8k views

  8. foreign employees 401(k) participation?

    By TMcfall,
    • 3 replies
    • 2k views

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

    By Peter Gulia,
    • 17 replies
    • 3.1k views

  10. No S-8 if matching shares

    By Fortunate Freddy,
    • 0 replies
    • 840 views

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

    By Roxie99,
    • 3 replies
    • 1.2k views

  12. Missed Blackout Notice

    By LawyerGuy,
    • 1 reply
    • 1.6k views

  13. 402g failure - two plans, one plan terminated mid year

    By WCC,
    • 1 reply
    • 761 views

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

    By richyboycaldo,
    • 4 replies
    • 2.3k views

  15. Weird Vesting Rule

    By austin3515,
    • 11 replies
    • 1.6k views

  16. Solo 401(k) Plan Loan

    By Catch22PGM,   
    • 5 replies
    • 2.2k views

  17. Maximum Hardship distribution

    By rblum50,
    • 2 replies
    • 1.1k views

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

    By PensionPro,
    • 8 replies
    • 1.8k views

  19. 401k Plan began and terminated in 2020

    By Pammie57,
    • 1 reply
    • 698 views

  20. the dreaded tiny one-day delinquent contribution

    By TPApril,
    • 15 replies
    • 2.7k views

  21. Non-Resident Alien Contribution Restrictions

    By DFC,
    • 3 replies
    • 9.5k views

  22. Controlled group

    By PS,
    • 1 reply
    • 913 views

  23. Controlled Group - Sale of some entities

    By MGOAdmin,   
    • 1 reply
    • 1k views

  24. Participant Access to Reports

    By khn,
    • 4 replies
    • 1.3k views

  25. e-signatures

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

  26. Eligibility part-time exclusion and past service

    By Tom,
    • 7 replies
    • 1.8k views

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

    By BG5150,
    • 2 replies
    • 1.2k views

  28. Mega Roth Conversions

    By justatester,
    • 10 replies
    • 2.4k views

  29. SH contributions with multiple plans

    By Cynchbeast,
    • 0 replies
    • 931 views

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

    By AlbanyConsultant,
    • 7 replies
    • 1.6k views

  31. 5500EZ or SF

    By VirginiaTPA,   
    • 8 replies
    • 1.7k views

  32. 5500 EZ or SF?

    By cheersmate,
    • 2 replies
    • 1.1k views

  33. 5330 related for lost earnings on late 401k deferral deposit

    By Jakyasar,
    • 11 replies
    • 1.9k views

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

    By TMcfall,
    • 4 replies
    • 1.5k views

  35. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 866 views

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

    By Belgarath,
    • 2 replies
    • 1.8k views

  37. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 3.6k views

  38. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 4.2k views

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

    By Megandps,
    • 5 replies
    • 1.5k views

  40. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 914 views

  41. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 1.7k views

  42. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 1k views

  43. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1.6k views

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

    By ldr,   
    • 6 replies
    • 2k views

  45. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 1.3k views

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

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

  47. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 1k views

  48. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 1k views

  49. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 1.4k views

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

    By Barry Levy,
    • 4 replies
    • 1.4k views
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