401(k) Plans

19,295 topics in this forum

1. Top Paid Group question

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

2. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

   By austin3515, January 5, 2016
   • 18 replies
   • 13.6k views
   • 
   • carabelli@gmail.com
   • December 10, 2020

3. fee disclosure didn't include all fees

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

4. 415 Limit and Catch-up

   By NW529, December 4, 2020   

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

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

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

6. Paying TPA Fees from Plan Assets

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

7. Controlled Group Plan Merger Question

   By runningabizness, December 3, 2020   

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

8. Switching from Elapsed Time to Actual Hours

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

9. Fund Replacement in MultiVendor Plan

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

10. SHNE to SHM

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

11. CARES Act and Hardship under BBA 2018

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

12. Tuition Reimbursement

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

13. Hardship Withdrawal Request under final regs

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

14. New Plan- Safe Harbor?

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

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

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

16. Still time for loan payment suspensions?

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

17. Catchups in Off Calendar Plan

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

18. Percentage of trustee/participant directed 401k plans

    By spiritrider, August 1, 2017
    • 43 replies
    • 6.7k views
    • 
    • MWeddell
    • November 30, 2020

19. Thoughts on the "missing participants" problem?

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

20. Trustee Dies - no authorized signer

    By Ahuntingus, November 24, 2020
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • November 29, 2020

21. 401(k) Plan Sponsor Entity and EIN Change

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

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

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

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

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

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

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

25. HCE-only Discretionary Match with NHCE-only Safe Harbor

    By Plan Doc, November 18, 2020
    • 8 replies
    • 1.7k views
    • 
    • Plan Doc
    • November 20, 2020

26. Change to Safe Harbor Formula

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

27. Using COVID dist to pay off loan

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

28. new 401k/safe harbor plan or 2021

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

29. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026, November 16, 2020
    • 8 replies
    • 1k views
    • 
    • acm_acm
    • November 19, 2020

30. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 4.9k views
    • 
    • Bird
    • November 19, 2020

31. Benefits Rights & Features Test for Match

    By Rose, November 18, 2020
    • 1 reply
    • 883 views
    • 
    • MWeddell
    • November 18, 2020

32. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 6k views
    • 
    • Rafael
    • November 18, 2020

33. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 479 views
    • 
    • Chris123
    • November 18, 2020

34. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 4.9k views
    • 
    • BG5150
    • November 17, 2020

35. Auto Enrollment Tax Credit

    By austin3515, November 11, 2020
    • 3 replies
    • 636 views
    • 
    • Catch22PGM
    • November 17, 2020

36. Add Profit Sharing Contribution Type

    By AmyETPA, November 17, 2020
    • 2 replies
    • 481 views
    • 
    • BG5150
    • November 17, 2020

37. Small Real Estate firm to start 401-k

    By KevinMc, November 10, 2020
    • 5 replies
    • 928 views
    • 
    • Luke Bailey
    • November 17, 2020

38. QACA Eligibility Can't Start for 2 Months?

    By Francis, November 13, 2020
    • 3 replies
    • 701 views
    • 
    • BG5150
    • November 16, 2020

39. Off Calendar Safe Harbor Startup

    By Gilmore, November 13, 2020
    • 1 reply
    • 363 views
    • 
    • Jim Chad
    • November 16, 2020

40. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k, November 13, 2020
    • 3 replies
    • 1.3k views
    • 
    • JackS
    • November 13, 2020

41. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly, November 13, 2020
    • 2 replies
    • 847 views
    • 
    • RatherBeGolfing
    • November 13, 2020

42. Reasonable Segregation

    By Dagwood, November 3, 2020
    • 6 replies
    • 836 views
    • 
    • Dagwood
    • November 13, 2020

43. Exclude Non-U.S. Source Income from Compensation

    By EBECatty, November 12, 2020
    • 0 replies
    • 390 views
    • 
    • EBECatty
    • November 12, 2020

44. Terminated employee on severance

    By alexa, November 11, 2020
    • 5 replies
    • 4.7k views
    • 
    • AJ North
    • November 12, 2020

45. Cycle 3 Trust Names

    By austin3515, November 11, 2020
    • 2 replies
    • 1.2k views
    • 
    • Artie M
    • November 12, 2020

46. S-Corp, C-Corp or LLC

    By Blue_Sky, October 29, 2020
    • 18 replies
    • 2.9k views
    • 
    • ESOP Guy
    • November 12, 2020

47. Excessive profit sharing

    By Dox3725, November 11, 2020
    • 10 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • November 12, 2020

48. Foreign 401k

    By AbsolutelyOkayPossibly, November 10, 2020
    • 2 replies
    • 765 views
    • 
    • AbsolutelyOkayPossibly
    • November 10, 2020

49. Plan Effective date for newly unrelated entities

    By JustMe, November 9, 2020
    • 0 replies
    • 376 views
    • 
    • JustMe
    • November 9, 2020

50. Participant Loan

    By austin3515, November 4, 2020
    • 43 replies
    • 5.1k views
    • 
    • MoJo
    • November 9, 2020