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401(k) Plans

19,499 topics in this forum

  1. Waiver of Excise tax on late refunds

    By austin3515,
    • 2 replies
    • 1.6k views

  2. Switching to more restrictive vesting schedule

    By Robin Wilson,
    • 13 replies
    • 8.6k views

  3. 401(k) participant market risk and longevity risk

    By mz27514,   
    • 12 replies
    • 1.7k views

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

    By Chipwood 24,
    • 6 replies
    • 1.7k views

  5. Eliminated safe harbor match and now discretionary match

    By WCC,
    • 1 reply
    • 541 views

  6. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 805 views

  7. Top Paid Group question

    By legort69,
    • 6 replies
    • 1.1k views

  8. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

    By austin3515,
    • 18 replies
    • 14.4k views

  9. fee disclosure didn't include all fees

    By JARichardson,
    • 3 replies
    • 904 views

  10. 415 Limit and Catch-up

    By NW529,   
    • 3 replies
    • 1.2k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  12. Paying TPA Fees from Plan Assets

    By Pensions2020,
    • 3 replies
    • 1.9k views

  13. Controlled Group Plan Merger Question

    By runningabizness,   
    • 6 replies
    • 1.8k views

  14. Switching from Elapsed Time to Actual Hours

    By Robin Wilson,
    • 1 reply
    • 836 views

  15. Fund Replacement in MultiVendor Plan

    By khn,
    • 2 replies
    • 783 views
    • khn
    • khn

  16. SHNE to SHM

    By thepensionmaven,
    • 4 replies
    • 2.8k views

  17. CARES Act and Hardship under BBA 2018

    By hsctpa,
    • 1 reply
    • 994 views

  18. Tuition Reimbursement

    By Becky Schwing,
    • 1 reply
    • 1.6k views

  19. Hardship Withdrawal Request under final regs

    By Pammie57,
    • 3 replies
    • 1.2k views

  20. New Plan- Safe Harbor?

    By coleboy,
    • 1 reply
    • 645 views

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

    By digger,
    • 2 replies
    • 870 views

  22. Still time for loan payment suspensions?

    By Gilmore,
    • 0 replies
    • 650 views

  23. Catchups in Off Calendar Plan

    By Gilmore,
    • 8 replies
    • 1.6k views

  24. Percentage of trustee/participant directed 401k plans

    By spiritrider,
    • 43 replies
    • 9.4k views

  25. Thoughts on the "missing participants" problem?

    By Shuo,
    • 1 reply
    • 752 views

  26. Trustee Dies - no authorized signer

    By Ahuntingus,
    • 4 replies
    • 2.1k views

  27. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa,
    • 6 replies
    • 1.9k views

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

    By Vlad401k,
    • 1 reply
    • 684 views

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

    By AndrewZ,
    • 5 replies
    • 1.9k views

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

    By CMC,
    • 0 replies
    • 486 views
    • CMC
    • CMC

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

    By Plan Doc,
    • 8 replies
    • 2.3k views

  32. Change to Safe Harbor Formula

    By Stash026,
    • 7 replies
    • 1.6k views

  33. Using COVID dist to pay off loan

    By ratherbereading,
    • 5 replies
    • 1k views

  34. new 401k/safe harbor plan or 2021

    By Jakyasar,
    • 3 replies
    • 1.4k views

  35. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026,
    • 8 replies
    • 1.7k views

  36. Rule of Parity

    By austin3515,
    • 6 replies
    • 6.4k views

  37. Benefits Rights & Features Test for Match

    By Rose,
    • 1 reply
    • 1.2k views

  38. Amending Vesting Schedule

    By austin3515,
    • 24 replies
    • 7.8k views

  39. Rollovers from US plan to PR TSP

    By Chris123,
    • 0 replies
    • 884 views

  40. HC Participant refuses to cash ADP refund checks

    By Belgarath,
    • 13 replies
    • 6k views

  41. Auto Enrollment Tax Credit

    By austin3515,
    • 3 replies
    • 1k views

  42. Add Profit Sharing Contribution Type

    By AmyETPA,
    • 2 replies
    • 785 views

  43. Small Real Estate firm to start 401-k

    By KevinMc,
    • 5 replies
    • 1.4k views

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

    By Francis,
    • 3 replies
    • 1k views

  45. Off Calendar Safe Harbor Startup

    By Gilmore,
    • 1 reply
    • 613 views

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

    By Vlad401k,
    • 3 replies
    • 1.6k views

  47. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly,
    • 2 replies
    • 1.2k views

  48. Reasonable Segregation

    By Dagwood,
    • 6 replies
    • 1.2k views

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

    By EBECatty,
    • 0 replies
    • 767 views

  50. Terminated employee on severance

    By alexa,
    • 5 replies
    • 6.8k views
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