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401(k) Plans

19,295 topics in this forum

  1. Association MEP Eligible Employer

    By Purplemandinga,
    • 9 replies
    • 1.5k views

  2. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson,
    • 5 replies
    • 1k views

  3. Key Determination - Initial Plan Year

    By NW529,   
    • 2 replies
    • 1k views

  4. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 503 views

  5. Vesting Service Question

    By LostInPension,
    • 5 replies
    • 658 views

  6. Advisor Access to Participant Transactions

    By LawnBoy,
    • 5 replies
    • 692 views

  7. spinoff from open MEP

    By Robin Wilson,
    • 5 replies
    • 2.9k views

  8. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak,
    • 7 replies
    • 1.1k views

  9. Key Determination - Officer, need advice

    By stephen20,
    • 7 replies
    • 1.3k views

  10. Waive Eligibility for New Plan

    By Benefits 101,
    • 1 reply
    • 534 views

  11. coverage test

    By mehmgo,
    • 3 replies
    • 573 views

  12. Who's Responsible for Deferral Change Request Failure? Participant or the Plan Sponsor?

    By Jeff_pg,
    • 12 replies
    • 1.3k views

  13. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak,
    • 3 replies
    • 1.4k views

  14. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 525 views

  15. CARES Act Loans/Distributions - SMM's Needed?

    By austin3515,
    • 10 replies
    • 2.2k views

  16. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 913 views

  17. PS effect of not maxing deferral in non-calendar yr plan

    By AlbanyConsultant,
    • 4 replies
    • 636 views

  18. Funding of a SH Match True Up

    By justatester,
    • 9 replies
    • 2.6k views

  19. Match Question - LLC Taxed as Partnership Owned by 3 S-Corps.

    By Malcolm,   
    • 3 replies
    • 1.4k views

  20. CG Employer never adopted the plan, but participated

    By BG5150,
    • 2 replies
    • 790 views

  21. Suspension of 401k Loan payments

    By Roger,   
    • 16 replies
    • 2.8k views

  22. Compensation

    By ABeach,
    • 2 replies
    • 782 views

  23. What happens to my Non Elective Safe Harbor if I close my 401k?

    By s299908,   
    • 3 replies
    • 4.7k views

  24. Revoke 2021 SH Match Notice & Contribution

    By susieQ,
    • 4 replies
    • 763 views

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

    By mming,
    • 6 replies
    • 651 views

  26. EIN Number for Form 5500

    By Stash026,
    • 3 replies
    • 3.5k views

  27. Inplan Roth Rollover

    By ac,
    • 2 replies
    • 943 views

  28. Compensation after year end and testing

    By khr,
    • 1 reply
    • 465 views

  29. SH nonelective maybe

    By Bird,
    • 3 replies
    • 1.5k views

  30. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty,
    • 2 replies
    • 801 views

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

    By Jeff V,
    • 6 replies
    • 1.1k views

  32. Cycle 3 Restatements

    By Stash026,
    • 3 replies
    • 1.4k views

  33. Lost 401K Company Match

    By Millie,
    • 3 replies
    • 671 views

  34. QMAC

    By dmb,
    • 1 reply
    • 710 views
    • Bri
    • Bri

  35. Timing of plan termination when employer no longer exists

    By ldr,   
    • 4 replies
    • 1.4k views

  36. 402(g) Excess with Off-Calendar Year Plan

    By Rose,
    • 1 reply
    • 709 views

  37. Enrolling into 401K after years of service

    By Benefits 101,
    • 2 replies
    • 556 views

  38. First year Top Heavy and catch-up

    By NW529,
    • 0 replies
    • 345 views

  39. Controlled Group Question

    By Becky Schwing,
    • 2 replies
    • 1k views

  40. Is a 5330 Necessary If Late Deposit of Deferrals Is Corrected Under VFC?

    By Übernerd,   
    • 8 replies
    • 5.4k views

  41. Safe Harbor Contributions Used in ACP Test

    By ABeach,
    • 4 replies
    • 994 views

  42. 401K with voluntary

    By thepensionmaven,
    • 10 replies
    • 1.1k views

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

    By ntv,
    • 0 replies
    • 254 views
    • ntv
    • ntv

  44. Removing QACA

    By Robin Wilson,
    • 0 replies
    • 363 views

  45. Waiver of Excise tax on late refunds

    By austin3515,
    • 2 replies
    • 1.2k views

  46. Switching to more restrictive vesting schedule

    By Robin Wilson,
    • 13 replies
    • 5.1k views

  47. 401(k) participant market risk and longevity risk

    By mz27514,   
    • 12 replies
    • 986 views

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

    By Chipwood 24,
    • 6 replies
    • 872 views

  49. Eliminated safe harbor match and now discretionary match

    By WCC,
    • 1 reply
    • 321 views

  50. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 540 views
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