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401(k) Plans

19,516 topics in this forum

  1. Compensation after year end and testing

    By khr,
    • 1 reply
    • 870 views

  2. SH nonelective maybe

    By Bird,
    • 3 replies
    • 2k views

  3. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty,
    • 2 replies
    • 1.1k views

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

    By Jeff V,
    • 6 replies
    • 1.8k views

  5. Cycle 3 Restatements

    By Stash026,
    • 3 replies
    • 1.7k views

  6. Lost 401K Company Match

    By Millie,
    • 3 replies
    • 1.1k views

  7. QMAC

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

  8. Timing of plan termination when employer no longer exists

    By ldr,   
    • 4 replies
    • 2k views

  9. 402(g) Excess with Off-Calendar Year Plan

    By Rose,
    • 1 reply
    • 1.1k views

  10. Enrolling into 401K after years of service

    By Benefits 101,
    • 2 replies
    • 958 views

  11. First year Top Heavy and catch-up

    By NW529,
    • 0 replies
    • 565 views

  12. Controlled Group Question

    By Becky Schwing,
    • 2 replies
    • 1.6k views

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

    By Übernerd,   
    • 8 replies
    • 6.4k views

  14. Safe Harbor Contributions Used in ACP Test

    By ABeach,
    • 4 replies
    • 1.3k views

  15. 401K with voluntary

    By thepensionmaven,
    • 10 replies
    • 1.7k views

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

    By ntv,
    • 0 replies
    • 577 views
    • ntv
    • ntv

  17. Removing QACA

    By Robin Wilson,
    • 0 replies
    • 591 views

  18. Waiver of Excise tax on late refunds

    By austin3515,
    • 2 replies
    • 1.7k views

  19. Switching to more restrictive vesting schedule

    By Robin Wilson,
    • 13 replies
    • 9.1k views

  20. 401(k) participant market risk and longevity risk

    By mz27514,   
    • 12 replies
    • 1.8k views

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

    By Chipwood 24,
    • 6 replies
    • 1.8k views

  22. Eliminated safe harbor match and now discretionary match

    By WCC,
    • 1 reply
    • 598 views

  23. Spinoff Plan Enrollment Forms

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 844 views

  24. Top Paid Group question

    By legort69,
    • 6 replies
    • 1.2k views

  25. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

    By austin3515,
    • 18 replies
    • 14.5k views

  26. fee disclosure didn't include all fees

    By JARichardson,
    • 3 replies
    • 956 views

  27. 415 Limit and Catch-up

    By NW529,   
    • 3 replies
    • 1.2k views

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

    By Jakyasar,
    • 4 replies
    • 1.2k views

  29. Paying TPA Fees from Plan Assets

    By Pensions2020,
    • 3 replies
    • 2k views

  30. Controlled Group Plan Merger Question

    By runningabizness,   
    • 6 replies
    • 1.8k views

  31. Switching from Elapsed Time to Actual Hours

    By Robin Wilson,
    • 1 reply
    • 872 views

  32. Fund Replacement in MultiVendor Plan

    By khn,
    • 2 replies
    • 820 views
    • khn
    • khn

  33. SHNE to SHM

    By thepensionmaven,
    • 4 replies
    • 2.9k views

  34. CARES Act and Hardship under BBA 2018

    By hsctpa,
    • 1 reply
    • 1k views

  35. Tuition Reimbursement

    By Becky Schwing,
    • 1 reply
    • 1.7k views

  36. Hardship Withdrawal Request under final regs

    By Pammie57,
    • 3 replies
    • 1.3k views

  37. New Plan- Safe Harbor?

    By coleboy,
    • 1 reply
    • 690 views

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

    By digger,
    • 2 replies
    • 928 views

  39. Still time for loan payment suspensions?

    By Gilmore,
    • 0 replies
    • 684 views

  40. Catchups in Off Calendar Plan

    By Gilmore,
    • 8 replies
    • 1.7k views

  41. Percentage of trustee/participant directed 401k plans

    By spiritrider,
    • 43 replies
    • 9.8k views

  42. Thoughts on the "missing participants" problem?

    By Shuo,
    • 1 reply
    • 786 views

  43. Trustee Dies - no authorized signer

    By Ahuntingus,
    • 4 replies
    • 2.2k views

  44. 401(k) Plan Sponsor Entity and EIN Change

    By hsctpa,
    • 6 replies
    • 2k views

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

    By Vlad401k,
    • 1 reply
    • 737 views

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

    By AndrewZ,
    • 5 replies
    • 2k views

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

    By CMC,
    • 0 replies
    • 509 views
    • CMC
    • CMC

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

    By Plan Doc,
    • 8 replies
    • 2.4k views

  49. Change to Safe Harbor Formula

    By Stash026,
    • 7 replies
    • 1.7k views

  50. Using COVID dist to pay off loan

    By ratherbereading,
    • 5 replies
    • 1.1k views
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