401(k) Plans

19,275 topics in this forum

1. SH nonelective maybe

   By Bird, December 18, 2020
   • 3 replies
   • 1.5k views
   • 
   • Bird
   • December 21, 2020

2. EIN Number for Form 5500

   By Stash026, December 18, 2020
   • 3 replies
   • 3.4k views
   • 
   • BobbyV
   • December 22, 2020

3. Eligible to Ineligible Category During Year - Safe Harbor

   By EBECatty, December 18, 2020
   • 2 replies
   • 795 views
   • 
   • EBECatty
   • December 18, 2020

4. Cycle 3 Restatements

   By Stash026, December 17, 2020
   • 3 replies
   • 1.3k views
   • 
   • Dave Baker
   • December 18, 2020

5. Suspension of 401k Loan payments

   By Roger, December 16, 2020   

   • 401k loan repayments
   • 16 replies
   • 2.7k views
   • 
   • Luke Bailey
   • December 25, 2020

6. 402(g) Excess with Off-Calendar Year Plan

   By Rose, December 16, 2020
   • 1 reply
   • 698 views
   • 
   • Lou S.
   • December 16, 2020

7. Timing of plan termination when employer no longer exists

   By ldr, December 16, 2020   

   • plan termination
   • 4 replies
   • 1.4k views
   • 
   • david rigby
   • December 17, 2020

8. Enrolling into 401K after years of service

   By Benefits 101, December 16, 2020
   • 2 replies
   • 550 views
   • 
   • Benefits 101
   • December 16, 2020

9. Lost 401K Company Match

   By Millie, December 16, 2020
   • 3 replies
   • 663 views
   • 
   • Patricia Neal Jensen
   • December 17, 2020

10. QMAC

    By dmb, December 16, 2020
    • 1 reply
    • 701 views
    • 
    • Bri
    • December 17, 2020

11. First year Top Heavy and catch-up

    By NW529, December 15, 2020
    • 0 replies
    • 339 views
    • 
    • NW529
    • December 15, 2020

12. Controlled Group Question

    By Becky Schwing, December 15, 2020
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • December 15, 2020

13. Safe Harbor Contributions Used in ACP Test

    By ABeach, December 14, 2020
    • 4 replies
    • 987 views
    • 
    • MWeddell
    • December 14, 2020

14. Starting 401(k), SIMPLE notice not given

    By ntv, December 14, 2020
    • 0 replies
    • 248 views
    • 
    • ntv
    • December 14, 2020

15. Removing QACA

    By Robin Wilson, December 14, 2020
    • 0 replies
    • 350 views
    • 
    • Robin Wilson
    • December 14, 2020

16. Top Heavy Exemption When Plan Formerly Was Not Safe Harbor

    By Jeff V, December 11, 2020
    • 6 replies
    • 1.1k views
    • 
    • Jeff V
    • December 18, 2020

17. ERISA Plan Expense Account

    By 401(k)athryn, December 11, 2020
    • 12 replies
    • 4.3k views
    • 
    • Peter Gulia
    • March 14, 2024

18. Waiver of Excise tax on late refunds

    By austin3515, December 11, 2020
    • 2 replies
    • 1.2k views
    • 
    • Luke Bailey
    • December 12, 2020

19. Solo(k) - And whether/when 5500's are required

    By Chipwood 24, December 9, 2020
    • 6 replies
    • 846 views
    • 
    • Jeff V
    • December 10, 2020

20. Top Paid Group question

    By legort69, December 9, 2020
    • 6 replies
    • 812 views
    • 
    • Belgarath
    • December 10, 2020

21. Switching to more restrictive vesting schedule

    By Robin Wilson, December 9, 2020
    • 13 replies
    • 5k views
    • 
    • MWeddell
    • December 11, 2020

22. Employer With SIMPLE IRA Wants To Add New 401(k) Plan

    By mming, December 9, 2020
    • 6 replies
    • 611 views
    • 
    • mming
    • December 22, 2020

23. fee disclosure didn't include all fees

    By JARichardson, December 8, 2020
    • 3 replies
    • 518 views
    • 
    • Lou S.
    • December 8, 2020

24. 401K with voluntary

    By thepensionmaven, December 8, 2020
    • 10 replies
    • 1.1k views
    • 
    • thepensionmaven
    • December 14, 2020

25. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly, December 4, 2020
    • 1 reply
    • 534 views
    • 
    • Luke Bailey
    • December 10, 2020

26. Eliminated safe harbor match and now discretionary match

    By WCC, December 4, 2020
    • 1 reply
    • 317 views
    • 
    • Luke Bailey
    • December 10, 2020

27. 415 Limit and Catch-up

    By NW529, December 4, 2020   

    • 415
    • catchup
    • 3 replies
    • 752 views
    • 
    • BG5150
    • December 7, 2020

28. Paying TPA Fees from Plan Assets

    By Pensions2020, December 4, 2020
    • 3 replies
    • 1.4k views
    • 
    • C. B. Zeller
    • December 4, 2020

29. Switching from Elapsed Time to Actual Hours

    By Robin Wilson, December 4, 2020
    • 1 reply
    • 599 views
    • 
    • C. B. Zeller
    • December 4, 2020

30. Controlled Group Plan Merger Question

    By runningabizness, December 3, 2020   

    • 401k
    • controlled group
    • 6 replies
    • 1.2k views
    • 
    • runningabizness
    • December 4, 2020

31. Fund Replacement in MultiVendor Plan

    By khn, December 3, 2020
    • 2 replies
    • 458 views
    • 
    • khn
    • December 4, 2020

32. CARES Act and Hardship under BBA 2018

    By hsctpa, December 2, 2020
    • 1 reply
    • 712 views
    • 
    • Lou S.
    • December 2, 2020

33. New Plan- Safe Harbor?

    By coleboy, December 2, 2020
    • 1 reply
    • 405 views
    • 
    • Bill Presson
    • December 2, 2020

34. Tuition Reimbursement

    By Becky Schwing, December 2, 2020
    • 1 reply
    • 1.3k views
    • 
    • CuseFan
    • December 2, 2020

35. SHNE to SHM

    By thepensionmaven, December 1, 2020
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • December 3, 2020

36. Still time for loan payment suspensions?

    By Gilmore, December 1, 2020
    • 0 replies
    • 370 views
    • 
    • Gilmore
    • December 1, 2020

37. Hardship Withdrawal Request under final regs

    By Pammie57, December 1, 2020
    • 3 replies
    • 786 views
    • 
    • Gilmore
    • December 2, 2020

38. Change from SH match to 3% SHNEC after match notice?

    By digger, November 30, 2020
    • 2 replies
    • 565 views
    • 
    • digger
    • December 1, 2020

39. New plan - short plan year and short sponsor year

    By Jakyasar, November 26, 2020
    • 4 replies
    • 881 views
    • 
    • Catch22PGM
    • December 7, 2020

40. Thoughts on the "missing participants" problem?

    By Shuo, November 24, 2020
    • 1 reply
    • 400 views
    • 
    • Kyle - Berwyn Group
    • November 30, 2020

41. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • November 29, 2020

42. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa, November 24, 2020
    • 6 replies
    • 1.3k views
    • 
    • Gilmore
    • November 26, 2020

43. Change of Ownership for a Company taxed as a Partnership

    By Vlad401k, November 24, 2020
    • 1 reply
    • 471 views
    • 
    • Bird
    • November 24, 2020

44. Catchups in Off Calendar Plan

    By Gilmore, November 21, 2020
    • 8 replies
    • 1k views
    • 
    • Kevin C
    • December 1, 2020

45. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

    By CMC, November 21, 2020
    • 0 replies
    • 289 views
    • 
    • CMC
    • November 21, 2020

46. 401(k) participant market risk and longevity risk

    By mz27514, November 20, 2020   

    • market risk
    • volatility
    • (and 2 more)

      Tagged with:

      • market risk
      • volatility
      • longevity
      • investment return
    • 12 replies
    • 975 views
    • 
    • MWeddell
    • December 11, 2020

47. W-2 income from employer stock buy-back

    By AndrewZ, November 20, 2020
    • 5 replies
    • 1.1k views
    • 
    • Luke Bailey
    • November 23, 2020

48. Using COVID dist to pay off loan

    By ratherbereading, November 19, 2020
    • 5 replies
    • 705 views
    • 
    • Gilmore
    • November 20, 2020

49. new 401k/safe harbor plan or 2021

    By Jakyasar, November 19, 2020
    • 3 replies
    • 1.1k views
    • 
    • Jakyasar
    • November 19, 2020

50. Change to Safe Harbor Formula

    By Stash026, November 19, 2020
    • 7 replies
    • 1k views
    • 
    • Bill Presson
    • November 20, 2020