401(k) Plans

19,362 topics in this forum

1. Missed Loan Payments

   By MGOAdmin, November 11, 2019   

   • loans
   • takeover
   • 0 replies
   • 482 views
   • 
   • MGOAdmin
   • November 11, 2019

2. Never Offered to Participate in Safe Harbor 401K Plan by Employer

   By Lenny van den Hof, October 28, 2019   

   • 401 k
   • 14 replies
   • 2.5k views
   • 
   • Bird
   • November 11, 2019

3. Form 1099-R not filed for deemed loan

   By DDB BN, November 7, 2019
   • 5 replies
   • 1.3k views
   • 
   • DDB BN
   • November 8, 2019

4. Safe Harbor Match maximum formula

   By Brian Gallagher, April 21, 2004
   • 3 replies
   • 7.5k views
   • 
   • TPApril
   • November 8, 2019

5. Overpayment due to vesting error

   By njkotz28, November 4, 2019   

   • overpayment
   • error correction
   • (and 1 more)

     Tagged with:

     • overpayment
     • error correction
     • vesting
   • 9 replies
   • 3k views
   • 
   • Larry Starr
   • November 7, 2019

6. Cross Tested, 3% SH, and Top Heavy, Gateway Comp

   By Mr Bagwell, November 5, 2019   

   • cross tested
   • top heavy
   • (and 1 more)

     Tagged with:

     • cross tested
     • top heavy
     • 3%shnec
   • 3 replies
   • 1.2k views
   • 
   • Doc Ument
   • November 6, 2019

7. Solo K with statutory Eees

   By pjb1835, November 4, 2019
   • 13 replies
   • 1.3k views
   • 
   • Luke Bailey
   • November 6, 2019

8. Where are the COLAs?

   By austin3515, November 5, 2019
   • 10 replies
   • 1.2k views
   • 
   • Dave Baker
   • November 6, 2019

9. Individually designed 401(k) restatement?

   By kmhaab, October 29, 2019
   • 2 replies
   • 514 views
   • 
   • Luke Bailey
   • November 5, 2019

10. Reporting ERISA Bond amount on the 5500

    By ldr, November 4, 2019   

    • bond
    • 5500
    • (and 1 more)

      Tagged with:

      • bond
      • 5500
      • 5500-sf
    • 2 replies
    • 1.2k views
    • 
    • ldr
    • November 4, 2019

11. Controlled Group, Separate Lines of Business, BRF

    By Gadgetfreak, November 4, 2019
    • 1 reply
    • 477 views
    • 
    • C. B. Zeller
    • November 4, 2019

12. Contingent Benefit Rule

    By EBECatty, October 15, 2019
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • November 4, 2019

13. Deadline for 401(k) hardship amendment

    By S Derrin Watson, October 22, 2019   

    • hardship
    • deadline
    • (and 1 more)

      Tagged with:

      • hardship
      • deadline
      • extension
    • 4 replies
    • 1k views
    • 
    • Bob the Swimmer
    • November 2, 2019

14. 401k Funded Business (ROBS) Exempt in Personal Bankruptcy?

    By Stephen Michael, October 31, 2019   

    • 401k
    • robs
    • (and 2 more)

      Tagged with:

      • 401k
      • robs
      • personal bankruptcy
      • exemption
    • 6 replies
    • 2.9k views
    • 
    • Larry Starr
    • November 1, 2019

15. 2016 Safe Harbor Contribution missed

    By Mr401k, October 30, 2019
    • 1 reply
    • 438 views
    • 
    • JRD
    • November 1, 2019

16. 401(k) to 403(b) spin-off/merger within same controlled group?

    By cathgrace, October 30, 2019   

    • 401(k)
    • 403(b)
    • (and 1 more)

      Tagged with:

      • 401(k)
      • 403(b)
      • plan termination
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 1, 2019

17. Filed Form 5558 and now we determine 5500 is not required

    By ESI2015, October 31, 2019
    • 5 replies
    • 2.1k views
    • 
    • Larry Starr
    • October 31, 2019

18. Correcting Participant Theft from Plan

    By Dalai Pookah, October 28, 2019   

    • correction method
    • theft
    • 5 replies
    • 748 views
    • 
    • Luke Bailey
    • October 31, 2019

19. 3(16)

    By austin3515, September 3, 2019
    • 12 replies
    • 1.2k views
    • 
    • jpod
    • October 31, 2019

20. RMD VCP Application

    By austin3515, December 21, 2017
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • October 30, 2019

21. Safe harbor notices and hardship changes

    By JPIngold, October 25, 2019
    • 3 replies
    • 883 views
    • 
    • Michelle Mianecki
    • October 30, 2019

22. Owner 401(k) deferral deadline - quick question

    By ratherbereading, October 29, 2019
    • 13 replies
    • 1.7k views
    • 
    • ratherbereading
    • October 30, 2019

23. 401k Deferral election made after entry date

    By DDB BN, October 25, 2019
    • 13 replies
    • 5k views
    • 
    • Bill Presson
    • October 29, 2019

24. Deferrals stopped ... new owners - new payroll service

    By K-t-F, October 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • david rigby
    • October 28, 2019

25. Rollover Withdrawal from Retirement Plan

    By mjf06241972, October 28, 2019
    • 1 reply
    • 399 views
    • 
    • 401king
    • October 28, 2019

26. Stop my loan payments

    By 52626, October 25, 2019
    • 4 replies
    • 3.3k views
    • 
    • Peter Gulia
    • October 25, 2019

27. Deferred Vested Benefit (401k plan)

    By legort69, October 24, 2019
    • 8 replies
    • 4.9k views
    • 
    • Larry Starr
    • October 25, 2019

28. DOL Investment Guidance

    By MjInvestments, October 24, 2019
    • 4 replies
    • 927 views
    • 
    • Larry Starr
    • October 25, 2019

29. 401k Loan Payments Not Stopped

    By apcf, October 24, 2019
    • 7 replies
    • 1.7k views
    • 
    • apcf
    • October 25, 2019

30. Vested Amount of 401k meaning

    By dbm, October 24, 2019
    • 5 replies
    • 8.2k views
    • 
    • Larry Starr
    • October 24, 2019

31. Rebalance 401(k) Account / Participant Loans 1 2

    By austin3515, August 29, 2019
    • 56 replies
    • 6.5k views
    • 
    • Bill Presson
    • October 24, 2019

32. Excluding Leased Employees

    By BG5150, October 18, 2019
    • 5 replies
    • 3.5k views
    • 
    • AKconsult
    • October 24, 2019

33. Hardship Tax Withholding Requirements

    By 401king, October 16, 2019
    • 9 replies
    • 11.7k views
    • 
    • rr_sphr
    • October 22, 2019

34. after tax deposit deadline

    By cdavis25, October 14, 2019
    • 3 replies
    • 789 views
    • 
    • Larry Starr
    • October 22, 2019

35. Annual Notice Requirement for Spouse Only Plan

    By Sue, October 21, 2019
    • 2 replies
    • 504 views
    • 
    • Lou S.
    • October 22, 2019

36. Plan with bad loans

    By J Simmons, October 2, 2019
    • 3 replies
    • 1.3k views
    • 
    • LIBERTYKID
    • October 22, 2019

37. In-plan Roth conversion Relius document question

    By ESI2015, October 21, 2019
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • October 21, 2019

38. Schwab Small Biz 401k

    By pb401k, October 18, 2019
    • 1 reply
    • 697 views
    • 
    • david rigby
    • October 20, 2019

39. Cashing out 401k

    By hawkeye1959, October 16, 2019
    • 5 replies
    • 1.2k views
    • 
    • hawkeye1959
    • October 18, 2019

40. 90 day return of deferrals allowed in QACA?

    By BG5150, October 15, 2019
    • 5 replies
    • 1.5k views
    • 
    • Doc Ument
    • October 17, 2019

41. OOPS Roth conversion

    By SoCalActuary, September 26, 2019
    • 5 replies
    • 1.2k views
    • 
    • Larry Starr
    • October 17, 2019

42. calendar year match true up, off calendar year plan

    By TommyGunn13, October 17, 2019
    • 0 replies
    • 464 views
    • 
    • TommyGunn13
    • October 17, 2019

43. Fiduciary's Individual Investments Track Those of Plan as to Which He/She is a Fiduciary

    By Yesrod5, October 16, 2019
    • 2 replies
    • 606 views
    • 
    • CuseFan
    • October 17, 2019

44. ADP vs. 402g failure - priority?

    By AlbanyConsultant, October 14, 2019
    • 5 replies
    • 3k views
    • 
    • MDCPA
    • October 17, 2019

45. Death benefit to minor

    By baileybear, October 15, 2019
    • 1 reply
    • 1k views
    • 
    • Terry Connerton
    • October 16, 2019

46. In-Service Distribution of Employer Stock Fund Only?

    By kmhaab, October 14, 2019
    • 1 reply
    • 561 views
    • 
    • Dave Baker
    • October 15, 2019

47. Plan loan

    By BW, October 14, 2019
    • 0 replies
    • 638 views
    • 
    • BW
    • October 14, 2019

48. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.7k views
    • 
    • Nicola
    • October 13, 2019

49. Prevailing Wage ADP Failure - Fort Williams Software

    By Purplemandinga, October 10, 2019
    • 5 replies
    • 1.3k views
    • 
    • Lou S.
    • October 11, 2019

50. Employer contribution by salary reduction

    By spiritrider, October 9, 2019
    • 7 replies
    • 2.2k views
    • 
    • Bill Presson
    • October 10, 2019