401(k) Plans

19,275 topics in this forum

1. 401K PLAN - incorrectly/involuntarily terminated

   By Jakyasar, October 5, 2019
   • 4 replies
   • 996 views
   • 
   • A Jensen
   • October 7, 2019

2. 414s

   By justatester, October 4, 2019
   • 4 replies
   • 1.4k views
   • 
   • Doc Ument
   • October 7, 2019

3. need help with elapsed time/eligibility

   By rr_sphr, October 3, 2019
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • October 3, 2019

4. Plan with bad loans

   By J Simmons, October 2, 2019
   • 3 replies
   • 1.2k views
   • 
   • LIBERTYKID
   • October 22, 2019

5. 401K Audit Deferred Short Plan Year -Help!

   By 401Kquestions, October 2, 2019
   • 7 replies
   • 1.9k views
   • 
   • Larry Starr
   • October 4, 2019

6. New Plan 2018 No Deposits No Reporting

   By ldr, October 2, 2019   

   • new plan
   • 5500-ez
   • 4 replies
   • 720 views
   • 
   • msmith
   • October 3, 2019

7. Escrow Payments

   By ERISA-Bubs, October 2, 2019
   • 1 reply
   • 549 views
   • 
   • Larry Starr
   • October 3, 2019

8. 401(a)(17) limit and Plan Definition of Comp

   By SadieJane, October 2, 2019
   • 1 reply
   • 1k views
   • 
   • Bill Presson
   • October 2, 2019

9. Default on 401k due to work related disabilty

   By Bonnie Sue eden, October 2, 2019   

   • default
   • 2 replies
   • 427 views
   • 
   • pmacduff
   • October 3, 2019

10. Taxes from 401K

    By Buddy M, September 29, 2019
    • 10 replies
    • 988 views
    • 
    • Buddy M
    • October 1, 2019

11. Another Asset Sale Question

    By thepensionmaven, September 28, 2019
    • 4 replies
    • 868 views
    • 
    • Lou S.
    • October 1, 2019

12. plan terminated before VFCP amount put in

    By stan evans, September 28, 2019
    • 0 replies
    • 356 views
    • 
    • stan evans
    • September 28, 2019

13. RMD

    By oldman63, September 27, 2019
    • 9 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 3, 2019

14. Active Duty and Loans

    By cpc0506, September 27, 2019
    • 4 replies
    • 952 views
    • 
    • ESOP Guy
    • October 2, 2019

15. Late Employer Disc Matching Contribution

    By ratherbereading, September 27, 2019
    • 10 replies
    • 2.2k views
    • 
    • ratherbereading
    • September 30, 2019

16. Amendment adding Roth provision

    By Doghouse, September 27, 2019
    • 4 replies
    • 1.8k views
    • 
    • Doc Ument
    • September 27, 2019

17. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 17, 2019

18. Controlled Group Coverage

    By justatester, September 26, 2019
    • 4 replies
    • 896 views
    • 
    • Larry Starr
    • September 27, 2019

19. SH amount owed

    By Becky Schwing, September 26, 2019
    • 7 replies
    • 1.3k views
    • 
    • Larry Starr
    • September 27, 2019

20. Guaranteed Bonus

    By Gadgetfreak, September 26, 2019
    • 2 replies
    • 939 views
    • 
    • Larry Starr
    • September 26, 2019

21. Spin off from MEP

    By cpc0506, September 26, 2019
    • 0 replies
    • 1.3k views
    • 
    • cpc0506
    • September 26, 2019

22. Closed MEP Safe Harbor spinning off assets after 10/1

    By gdlfa, September 25, 2019
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • September 27, 2019

23. Interesting question re mid-year amendment to SH plan

    By Belgarath, September 25, 2019
    • 4 replies
    • 703 views
    • 
    • Larry Starr
    • September 25, 2019

24. excess match for one NHCE

    By M Norton, September 25, 2019
    • 12 replies
    • 1k views
    • 
    • Larry Starr
    • September 27, 2019

25. Spin off and protected benefits

    By cpc0506, September 25, 2019
    • 1 reply
    • 734 views
    • 
    • CuseFan
    • September 25, 2019

26. Asset Sale

    By Chippy, September 25, 2019
    • 21 replies
    • 2k views
    • 
    • Chippy
    • September 30, 2019

27. controlled groups revisited

    By pmacduff, September 24, 2019
    • 3 replies
    • 774 views
    • 
    • Bill Presson
    • September 24, 2019

28. Current Solo K - New Plan Next Year

    By sdix401k, September 24, 2019
    • 23 replies
    • 2.2k views
    • 
    • Bill Presson
    • September 30, 2019

29. Definition of Participant for purpose of distributing the SAR

    By Pammie57, September 23, 2019
    • 1 reply
    • 652 views
    • 
    • ratherbereading
    • September 24, 2019

30. Land purchase with 401k assets

    By Pixie, September 23, 2019   

    • real estate
    • 7 replies
    • 1.9k views
    • 
    • Christine Roberts
    • September 25, 2019

31. Uncashed Checks Following Plan Termination

    By EBECatty, September 23, 2019
    • 13 replies
    • 2.8k views
    • 
    • FPGuy
    • September 24, 2019

32. Summary Plan Description Delivery Requirements

    By Brigid, September 23, 2019
    • 1 reply
    • 538 views
    • 
    • Bird
    • September 23, 2019

33. New Company Eligibility PS Grant

    By cheersmate, September 19, 2019   

    • eligibility waiver 401k eligibility,
    • eligibility service waiver
    • (and 1 more)

      Tagged with:

      • eligibility waiver 401k eligibility,
      • eligibility service waiver
      • past service grant
    • 6 replies
    • 666 views
    • 
    • Kevin C
    • September 23, 2019

34. ACP Test - One-to-One Correction Method

    By KMMB, September 18, 2019
    • 1 reply
    • 536 views
    • 
    • Kevin C
    • September 18, 2019

35. Additional SH & PS

    By Becky Schwing, September 18, 2019
    • 15 replies
    • 1.2k views
    • 
    • Kevin C
    • September 20, 2019

36. Early inclusion in the plan

    By JPIngold, September 17, 2019
    • 11 replies
    • 2.3k views
    • 
    • JPIngold
    • September 23, 2019

37. I have to pay back 401k loan before I am eligible for re-hire?

    By Jaclyn, September 17, 2019   

    • rehire
    • terminated employee
    • 19 replies
    • 4.8k views
    • 
    • Larry Starr
    • September 20, 2019

38. Correcting a Late ACP Testing Failure

    By KMMB, September 17, 2019
    • 0 replies
    • 352 views
    • 
    • KMMB
    • September 17, 2019

39. 401(k) subsequent events disclosure

    By Sara, September 17, 2019
    • 1 reply
    • 967 views
    • 
    • Madison71
    • September 17, 2019

40. "Effective Opportunity" to defer and new SH plan

    By QP_Guy, September 16, 2019   

    • 401k safe harbor
    • 7 replies
    • 1.6k views
    • 
    • Larry Starr
    • September 19, 2019

41. Fringe Benefits Issues

    By erinak03, September 16, 2019
    • 8 replies
    • 4.1k views
    • 
    • Luke Bailey
    • September 19, 2019

42. Plan Design - Using Staffing Company

    By PFranckowiak, September 16, 2019
    • 3 replies
    • 2.3k views
    • 
    • Larry Starr
    • September 16, 2019

43. Stock Purchase Question

    By Madison71, September 16, 2019
    • 3 replies
    • 564 views
    • 
    • Kevin C
    • September 17, 2019

44. Short Question

    By Dougsbpc, September 13, 2019
    • 4 replies
    • 831 views
    • 
    • Bri
    • September 17, 2019

45. PEO spin-off to single employer plan

    By cathyw, September 12, 2019
    • 3 replies
    • 4k views
    • 
    • Kevin C
    • September 18, 2019

46. Who is counted as an NHCE

    By LHW, September 12, 2019
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • September 13, 2019

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

    By Vlad401k, September 12, 2019
    • 1 reply
    • 654 views
    • 
    • chc93
    • September 12, 2019

48. Can a parent make a deferral election for their child?

    By MSN, September 12, 2019
    • 32 replies
    • 3.3k views
    • 
    • MoJo
    • September 23, 2019

49. Prevailing wage

    By Evelyn, September 11, 2019
    • 4 replies
    • 971 views
    • 
    • Bill Presson
    • September 12, 2019

50. 457 and Catch-Up Contributions

    By MTWeeks, September 11, 2019
    • 2 replies
    • 457 views
    • 
    • Patricia Neal Jensen
    • September 12, 2019