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401(k) Plans

19,407 topics in this forum

  1. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules,
    • 3 replies
    • 1.2k views

  2. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 1.7k views

  3. safe harbor QACA Match

    By Robin Wilson,
    • 1 reply
    • 763 views

  4. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant,
    • 1 reply
    • 600 views

  5. Multiple Businesses

    By MHANSON,
    • 5 replies
    • 2.5k views

  6. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 598 views

  7. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

    By cheersmate,   
    • 5 replies
    • 878 views

  8. Can a partner participate in the company's 401(k) plan?

    By Sean Macklin,
    • 23 replies
    • 8.9k views

  9. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 560 views

  10. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney,
    • 10 replies
    • 4.8k views

  11. Compensation when deferral feature added mid-year

    By Rose,
    • 4 replies
    • 1.1k views

  12. Looking for an advisor for my 401(k) startup

    By Shuo,
    • 0 replies
    • 396 views

  13. loan default

    By mehmgo,
    • 4 replies
    • 848 views

  14. Question about forced termination of 401k

    By chhejr,
    • 1 reply
    • 563 views

  15. Association MEP Eligible Employer

    By Purplemandinga,
    • 9 replies
    • 1.7k views

  16. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson,
    • 5 replies
    • 1.1k views

  17. Key Determination - Initial Plan Year

    By NW529,   
    • 2 replies
    • 1.1k views

  18. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 577 views

  19. Vesting Service Question

    By LostInPension,
    • 5 replies
    • 749 views

  20. Advisor Access to Participant Transactions

    By LawnBoy,
    • 5 replies
    • 776 views

  21. spinoff from open MEP

    By Robin Wilson,
    • 5 replies
    • 3.1k views

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

    By Gadgetfreak,
    • 7 replies
    • 1.2k views

  23. Key Determination - Officer, need advice

    By stephen20,
    • 7 replies
    • 1.5k views

  24. Waive Eligibility for New Plan

    By Benefits 101,
    • 1 reply
    • 601 views

  25. coverage test

    By mehmgo,
    • 3 replies
    • 650 views

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

    By Jeff_pg,
    • 12 replies
    • 1.5k views

  27. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak,
    • 3 replies
    • 1.6k views

  28. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 581 views

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

    By austin3515,
    • 10 replies
    • 2.3k views

  30. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 976 views

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

    By AlbanyConsultant,
    • 4 replies
    • 706 views

  32. Funding of a SH Match True Up

    By justatester,
    • 9 replies
    • 3k views

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

    By Malcolm,   
    • 3 replies
    • 1.7k views

  34. CG Employer never adopted the plan, but participated

    By BG5150,
    • 2 replies
    • 873 views

  35. Suspension of 401k Loan payments

    By Roger,   
    • 16 replies
    • 3.2k views

  36. Compensation

    By ABeach,
    • 2 replies
    • 947 views

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

    By s299908,   
    • 3 replies
    • 5.4k views

  38. Revoke 2021 SH Match Notice & Contribution

    By susieQ,
    • 4 replies
    • 875 views

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

    By mming,
    • 6 replies
    • 932 views

  40. EIN Number for Form 5500

    By Stash026,
    • 3 replies
    • 4.4k views

  41. Inplan Roth Rollover

    By ac,
    • 2 replies
    • 1k views

  42. Compensation after year end and testing

    By khr,
    • 1 reply
    • 528 views

  43. SH nonelective maybe

    By Bird,
    • 3 replies
    • 1.6k views

  44. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty,
    • 2 replies
    • 880 views

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

    By Jeff V,
    • 6 replies
    • 1.4k views

  46. Cycle 3 Restatements

    By Stash026,
    • 3 replies
    • 1.4k views

  47. Lost 401K Company Match

    By Millie,
    • 3 replies
    • 748 views

  48. QMAC

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

  49. Timing of plan termination when employer no longer exists

    By ldr,   
    • 4 replies
    • 1.6k views

  50. 402(g) Excess with Off-Calendar Year Plan

    By Rose,
    • 1 reply
    • 799 views
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