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401(k) Plans

19,362 topics in this forum

  1. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k,
    • 1 reply
    • 443 views

  2. Pro-Rated Profit Sharing Contribution

    By Benefits Vet,
    • 2 replies
    • 719 views

  3. Tax Credit for new plan for SECURE Act

    By mjf06241972,
    • 2 replies
    • 628 views

  4. Secure Act - RMD Changes - Amendment Needed?

    By Stash026,
    • 10 replies
    • 2.1k views

  5. Safe Harbor 401(k) Plan Change

    By hsctpa,
    • 5 replies
    • 1.4k views

  6. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin,
    • 3 replies
    • 1.3k views

  7. Carry over 401k to new company

    By JohnS,
    • 5 replies
    • 940 views

  8. Form 5330 - Paid Preparer? PTIN?

    By ldr,   
    • 9 replies
    • 1.9k views
    • ldr
    • ldr

  9. ADP Compensation

    By Christopher Wilson,
    • 5 replies
    • 1.8k views

  10. 1 payroll missed deferral deductions for all

    By doombuggy,
    • 3 replies
    • 1.2k views

  11. Family Attribution rules for Trust Beneficiary

    By NW529,   
    • 1 reply
    • 881 views

  12. Not a Controlled Group When ER Thought it Was

    By Benefits Vet,
    • 6 replies
    • 1.3k views

  13. How must a 404(a)(5) Notice be delivered?

    By ldr,   
    • 12 replies
    • 5.4k views

  14. Amend SH Plan now to change PS method for '20?

    By BG5150,
    • 11 replies
    • 1.5k views

  15. What are my options for a 401k loan wrongly reported as defaulted

    By EM,   
    • 3 replies
    • 1.9k views

  16. SECURE Retro SE 401k for 2020

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  17. Maximum contribution at15K

    By JohnLong,
    • 8 replies
    • 1.5k views

  18. Top Heavy First year plan - Accrued Employer contributions

    By NW529,   
    • 5 replies
    • 1.5k views

  19. Who can sign 401(k) documents?

    By Zach Hertz,
    • 2 replies
    • 763 views

  20. Benchmarking Service Providers

    By khn,
    • 2 replies
    • 747 views

  21. Life Insurance Policies

    By Logan401,
    • 6 replies
    • 1.1k views

  22. Payroll Company stopped Deferrals

    By msmith,
    • 0 replies
    • 470 views

  23. SECURE ACT Non-elective contribution notice

    By imchipbrown,
    • 4 replies
    • 1.5k views

  24. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power,
    • 1 reply
    • 644 views

  25. Stat EE and gateway min

    By buckaroo,
    • 0 replies
    • 582 views

  26. Ineligible Employees allowed to Defer

    By 52626,
    • 1 reply
    • 630 views

  27. Increase 401(k) Eligibility

    By Nate X,
    • 9 replies
    • 2.1k views

  28. Catch ups, 415, and Off Calendar

    By Gilmore,
    • 2 replies
    • 1.1k views

  29. Discretionary deposits in 401K to make up for missed match

    By PGWilliams,
    • 3 replies
    • 879 views

  30. Employer incorrectly capped my contributions

    By HL,
    • 3 replies
    • 727 views

  31. Partial plan term for participating ER?

    By justanotheradmin,
    • 13 replies
    • 3.3k views

  32. Failure to Withhold Deferrals from Bonuses

    By cheersmate,   
    • 2 replies
    • 809 views

  33. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold,   
    • 17 replies
    • 2.5k views

  34. Auto enroll at rate < full match rate?

    By TPApril,
    • 2 replies
    • 842 views

  35. Individual 401(k) with Household Employee

    By Tina77,
    • 2 replies
    • 2.6k views

  36. EE in plan out of country

    By Becky Schwing,
    • 3 replies
    • 575 views

  37. Late Deposits MEP

    By ATM,
    • 3 replies
    • 505 views

  38. unpaid invoices on service termination

    By AdKu,
    • 3 replies
    • 680 views

  39. RMD for Deceased Partic - Client can't find bene

    By MidWestTPA,
    • 1 reply
    • 499 views

  40. SMM Required for change from Integrated to Cross-tested

    By Brandon1997,
    • 2 replies
    • 709 views

  41. Loan Default timing of updating accounts

    By legort69,
    • 1 reply
    • 449 views

  42. What happens if not all assets out in 12 mos. DC Plan?

    By BG5150,
    • 22 replies
    • 3.5k views

  43. Participant Loan w/ Wrong Interest Rate

    By austin3515,
    • 12 replies
    • 2.1k views

  44. 4% minimum deferral rate

    By justanotheradmin,
    • 7 replies
    • 1.2k views

  45. Terminating a MEP

    By LisaS,
    • 2 replies
    • 1k views

  46. Increase 401k deferral for last 4 payrolls in Dec

    By DDB BN,
    • 6 replies
    • 1.1k views

  47. Who Is Required To File Form 5500?

    By Stash026,
    • 10 replies
    • 2k views

  48. Safe Harbor Match suspended

    By ratherbereading,   
    • 2 replies
    • 905 views

  49. Effective date of plan deconverting from a MEP

    By ComplianceCop,
    • 3 replies
    • 1.2k views

  50. Employer Match

    By lisan1025,
    • 2 replies
    • 573 views
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