401(k) Plans

19,362 topics in this forum

1. Testing 2 Employer Plans of a Controlled Group

   By Francis, October 15, 2020
   • 3 replies
   • 1.4k views
   • 
   • Francis
   • October 18, 2020

2. Data Loss Prevention / MimeCast

   By austin3515, October 16, 2020
   • 0 replies
   • 420 views
   • 
   • austin3515
   • October 16, 2020

3. Auto Enroll Missed Deferral Correction Sunset

   By austin3515, October 16, 2020
   • 2 replies
   • 931 views
   • 
   • austin3515
   • October 16, 2020

4. RMD 10 Year Rule

   By ALS, October 15, 2020
   • 1 reply
   • 531 views
   • 
   • Bird
   • October 16, 2020

5. Is Form 5500 Due In Year 1 If No Contributions Made?

   By Stash026, October 15, 2020
   • 4 replies
   • 764 views
   • 
   • CuseFan
   • October 15, 2020

6. Do your clients get source documents for a hardship claim?

   By Peter Gulia, October 13, 2020   

   • hardship
   • 3 replies
   • 935 views
   • 
   • Ilene Ferenczy
   • October 14, 2020

7. Controlled Group w Different Entry Dates

   By Teresa F., October 14, 2020
   • 0 replies
   • 360 views
   • 
   • Teresa F.
   • October 14, 2020

8. DFVCP Filing Fees

   By nerd-party-administrator, October 14, 2020
   • 2 replies
   • 684 views
   • 
   • ESOP Guy
   • October 14, 2020

9. 402(g) excess for self-employed individual

   By DLavigne, October 12, 2020
   • 1 reply
   • 666 views
   • 
   • Bird
   • October 13, 2020

10. Recordkeeper with no advisor

    By austin3515, October 9, 2020
    • 15 replies
    • 2.2k views
    • 
    • Peter Gulia
    • October 12, 2020

11. Contribution in year of plan termination

    By Pammie57, October 6, 2020
    • 3 replies
    • 1.7k views
    • 
    • Bird
    • October 12, 2020

12. Vesting

    By Belgarath, October 6, 2020
    • 7 replies
    • 1k views
    • 
    • FORMER ESQ.
    • October 12, 2020

13. 401k Profit sharing deposit rejected by bank missing deadline

    By Bill Reskin, October 8, 2020
    • 2 replies
    • 540 views
    • 
    • Mike Preston
    • October 10, 2020

14. MEP to SEP

    By justatester, September 14, 2020
    • 2 replies
    • 628 views
    • 
    • justatester
    • October 9, 2020

15. Excess Roth

    By thepensionmaven, October 8, 2020
    • 4 replies
    • 708 views
    • 
    • Luke Bailey
    • October 8, 2020

16. Breaking away from a PEO MEP

    By Chipwood 24, October 7, 2020
    • 1 reply
    • 599 views
    • 
    • Alonzo Church
    • October 8, 2020

17. Switching SH for 2020

    By Jakyasar, October 1, 2020
    • 5 replies
    • 801 views
    • 
    • Chipwood 24
    • October 7, 2020

18. Deferrals equal 100% of pay

    By pensiongeek, October 5, 2020
    • 6 replies
    • 2.1k views
    • 
    • Luke Bailey
    • October 7, 2020

19. Top Heavy Plan

    By nerd-party-administrator, October 7, 2020
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • October 7, 2020

20. Davis Bacon - HCEs benefitting and impacting test results

    By JustMe, October 5, 2020
    • 1 reply
    • 1k views
    • 
    • CuseFan
    • October 6, 2020

21. Benefit Plan Audit - EE Responsibilities?

    By NA2020, October 2, 2020
    • 4 replies
    • 849 views
    • 
    • Bob the Swimmer
    • October 5, 2020

22. Comingling Elective Deferrals and Employer Contributions

    By mming, September 30, 2020
    • 6 replies
    • 888 views
    • 
    • mming
    • October 2, 2020

23. One Employer - 2 Plans?

    By 401kSteve, September 30, 2020
    • 5 replies
    • 776 views
    • 
    • Bob the Swimmer
    • October 2, 2020

24. Student loan repayment

    By Belgarath, September 17, 2020
    • 14 replies
    • 1.9k views
    • 
    • AKconsult
    • October 1, 2020

25. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 940 views
    • 
    • Belgarath
    • October 1, 2020

26. Datair EGTRRA IRS approval letter

    By DDB BN, October 1, 2020
    • 0 replies
    • 521 views
    • 
    • DDB BN
    • October 1, 2020

27. Paid Family Leave compensation for Safe Harbor

    By Dennis G., September 29, 2020
    • 1 reply
    • 757 views
    • 
    • Luke Bailey
    • September 30, 2020

28. 415 limits

    By ajustice, September 29, 2020
    • 14 replies
    • 1.4k views
    • 
    • Luke Bailey
    • September 30, 2020

29. Required Form 5500 For Under $250,000?

    By Stash026, September 29, 2020
    • 4 replies
    • 1.9k views
    • 
    • thepensionmaven
    • September 30, 2020

30. Secure Act SH Nonelective - SECURE Act

    By austin3515, September 26, 2020
    • 7 replies
    • 894 views
    • 
    • austin3515
    • September 30, 2020

31. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar, September 26, 2020
    • 8 replies
    • 991 views
    • 
    • Jakyasar
    • September 29, 2020

32. 415 DC Limit for mid-yr new participant

    By TPApril, September 26, 2020
    • 3 replies
    • 569 views
    • 
    • Lou S.
    • September 28, 2020

33. SIMPLE IRA excess

    By thepensionmaven, September 24, 2020
    • 2 replies
    • 536 views
    • 
    • Bird
    • September 28, 2020

34. 401 (k)Plan compensation exclusions

    By alexa, September 27, 2020
    • 0 replies
    • 936 views
    • 
    • alexa
    • September 27, 2020

35. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril, September 24, 2020
    • 10 replies
    • 1.2k views
    • 
    • TPApril
    • September 26, 2020

36. Eligibility and Rehire Question

    By Bill D., September 24, 2020
    • 2 replies
    • 882 views
    • 
    • Gilmore
    • September 25, 2020

37. Self-Employed income & contribution limits

    By TPApril, September 24, 2020
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • September 25, 2020

38. Special Participation Date

    By RCK13, September 25, 2020   

    • participation
    • eligiblity
    • (and 3 more)

      Tagged with:

      • participation
      • eligiblity
      • special rules
      • 401k
      • cross-tested
    • 4 replies
    • 1.2k views
    • 
    • RCK13
    • September 25, 2020

39. Owners Safe Harbor Match

    By Pammie57, September 24, 2020
    • 4 replies
    • 613 views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2020

40. 401k vs. Keogh

    By jgerardy, September 21, 2020
    • 6 replies
    • 1.9k views
    • 
    • jgerardy
    • September 24, 2020

41. MEPs, PEPs, and exchanges

    By ESI2015, September 24, 2020
    • 1 reply
    • 711 views
    • 
    • WCC
    • September 24, 2020

42. COVID - Notices

    By Scuba 401, September 24, 2020
    • 0 replies
    • 362 views
    • 
    • Scuba 401
    • September 24, 2020

43. Start Up Safe Harbor 3% QNEC

    By TPA Bob, September 23, 2020   

    • start up safe harbor
    • 2 replies
    • 865 views
    • 
    • TPA Bob
    • September 23, 2020

44. Written directions for a New Comparability allocation

    By ldr, September 22, 2020   

    • cross testing
    • new comparability
    • 10 replies
    • 1.5k views
    • 
    • ldr
    • September 23, 2020

45. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr, September 18, 2020   

    • adp test; non-deductible contributions
    • 17 replies
    • 1.9k views
    • 
    • BG5150
    • September 23, 2020

46. Controlled Group status (100% of Company A and 50% of company B)

    By Sammiemor, September 18, 2020
    • 4 replies
    • 553 views
    • 
    • DJL
    • September 22, 2020

47. Successor plan - when can new plan start?

    By jmartin, September 18, 2020
    • 2 replies
    • 751 views
    • 
    • Bri
    • September 18, 2020

48. Waiving a death benefit

    By austin3515, September 17, 2020
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • September 18, 2020

49. Stale dated checks - Form 5500

    By EMoney, September 16, 2020
    • 15 replies
    • 1.8k views
    • 
    • ESOP Guy
    • September 18, 2020

50. Beneficiary is also a participant in the same plan

    By austin3515, November 16, 2017
    • 5 replies
    • 2.3k views
    • 
    • AJC
    • September 17, 2020