401(k) Plans

19,275 topics in this forum

1. Plan Sponsor Reimbursement from Forfeiture Account

   By MarZDoates, August 6, 2019
   • 8 replies
   • 2.8k views
   • 
   • RPAS
   • August 9, 2019

2. In Plan Roth Rollover - After Tax Basis Recovery

   By Gruegen, August 6, 2019
   • 1 reply
   • 726 views
   • 
   • hr for me
   • August 7, 2019

3. Catch up contributions for short plan year

   By Pixie, August 6, 2019   

   • adp test
   • 2 replies
   • 987 views
   • 
   • Below Ground
   • August 7, 2019

4. Amending SH effective date

   By BG5150, August 6, 2019
   • 3 replies
   • 501 views
   • 
   • Mike Preston
   • August 6, 2019

5. Safe Harbor Non-Elective - Recordkeeper disagreement

   By imchipbrown, August 5, 2019
   • 9 replies
   • 1.3k views
   • 
   • imchipbrown
   • August 9, 2019

6. Blackout Notices for Transfers out of a MEP 5500 disclosure

   By Purplemandinga, August 5, 2019
   • 2 replies
   • 662 views
   • 
   • Purplemandinga
   • August 6, 2019

7. Missed Match True-Up Contributions

   By ERISAGal, August 2, 2019
   • 2 replies
   • 1.3k views
   • 
   • JackS
   • August 7, 2019

8. profit sharing deduction timing

   By Minnesota planner, August 2, 2019
   • 19 replies
   • 2.2k views
   • 
   • Below Ground
   • August 12, 2019

9. Board resolution used to limit deferral percentage and define catch-up contributions

   By baileybear, August 1, 2019
   • 7 replies
   • 1.2k views
   • 
   • Luke Bailey
   • August 2, 2019

10. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.3k views
    • 
    • MSN
    • August 2, 2019

11. VFCP vs. no VFCP

    By 401(k)athryn, July 31, 2019
    • 3 replies
    • 2k views
    • 
    • 401(k)athryn
    • August 8, 2019

12. Eligibility for Certain Employee

    By TPA Bob, July 30, 2019   

    • eligibility
    • 8 replies
    • 1.3k views
    • 
    • loserson
    • August 5, 2019

13. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.5k views
    • 
    • AKconsult
    • August 5, 2019

14. USERRA - Make-up Contributions

    By 401(k)athryn, July 29, 2019
    • 1 reply
    • 897 views
    • 
    • Bri
    • July 30, 2019

15. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2k views
    • 
    • austin3515
    • July 30, 2019

16. Form 5558's

    By Pammie57, July 29, 2019
    • 14 replies
    • 2.6k views
    • 
    • Nicola
    • October 13, 2019

17. Safe Harbor Plan and Hardship issue

    By cpc0506, July 29, 2019
    • 1 reply
    • 641 views
    • 
    • Luke Bailey
    • July 29, 2019

18. Removing Auto Enrollment Feature

    By kpickering, July 26, 2019
    • 0 replies
    • 799 views
    • 
    • kpickering
    • July 26, 2019

19. ASG vs. MEP

    By cerickson, July 25, 2019
    • 3 replies
    • 707 views
    • 
    • david rigby
    • July 26, 2019

20. 2019-19 EPCRS

    By austin3515, July 25, 2019
    • 11 replies
    • 2.2k views
    • 
    • Luke Bailey
    • July 26, 2019

21. Bloated Forfeiture Account

    By BERPA, July 25, 2019
    • 11 replies
    • 3.7k views
    • 
    • rr_sphr
    • July 30, 2019

22. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

    • union
    • safe harbor
    • 7 replies
    • 2.5k views
    • 
    • AMDG
    • August 6, 2019

23. Merging Safe Harbor Plan Mid Year

    By 52626, July 24, 2019
    • 1 reply
    • 1.3k views
    • 
    • Luke Bailey
    • July 25, 2019

24. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

    • enrollment
    • epcrs
    • 2 replies
    • 845 views
    • 
    • ldr
    • July 26, 2019

25. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 1.8k views
    • 
    • Belgarath
    • July 24, 2019

26. Affiliated Service Group?

    By sdix401k, July 24, 2019
    • 1 reply
    • 568 views
    • 
    • Bill Presson
    • July 25, 2019

27. 401k Eligibility

    By RP, July 24, 2019
    • 3 replies
    • 707 views
    • 
    • Patricia Neal Jensen
    • July 24, 2019

28. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 942 views
    • 
    • Kristina
    • July 24, 2019

29. Change initial Plan Year for SH Plan?

    By BG5150, July 23, 2019
    • 2 replies
    • 564 views
    • 
    • Luke Bailey
    • July 24, 2019

30. Plan Termination and 415 Limit

    By NW529, July 21, 2019   

    • 401k plan
    • plan termination
    • (and 2 more)

      Tagged with:

      • 401k plan
      • plan termination
      • 415 limit
      • contribution cessation
    • 3 replies
    • 1.8k views
    • 
    • NW529
    • July 22, 2019

31. FBO Account Fee Disclosure

    By austin3515, July 20, 2019
    • 0 replies
    • 322 views
    • 
    • austin3515
    • July 20, 2019

32. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 950 views
    • 
    • Purplemandinga
    • July 19, 2019

33. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 23, 2019

34. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 22, 2019

35. SImple plan - missed deposits

    By Chippy, July 18, 2019
    • 2 replies
    • 424 views
    • 
    • Luke Bailey
    • July 19, 2019

36. 401k to Simple 401k

    By cpc0506, July 17, 2019
    • 3 replies
    • 868 views
    • 
    • digger
    • July 18, 2019

37. EPCRS Corrections "Resemble" Appendixes

    By austin3515, July 17, 2019
    • 1 reply
    • 422 views
    • 
    • RatherBeGolfing
    • July 18, 2019

38. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • July 18, 2019

39. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 856 views
    • 
    • BG5150
    • July 17, 2019

40. Compensation for Calculating Safe Harbor Non Elective 3% Contribution

    By ERISAGal, July 16, 2019   

    • safe harbor
    • 401k
    • (and 1 more)

      Tagged with:

      • safe harbor
      • 401k
      • compensation
    • 6 replies
    • 3.9k views
    • 
    • Bri
    • July 18, 2019

41. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.5k views
    • 
    • LisaS
    • July 26, 2019

42. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • July 16, 2019

43. Partner in the testing?

    By Earl, July 13, 2019
    • 3 replies
    • 1k views
    • 
    • Earl
    • July 16, 2019

44. Safe harbor 401-k Plan Termination

    By KevinMc, July 12, 2019
    • 1 reply
    • 609 views
    • 
    • Bird
    • July 15, 2019

45. Schedule D

    By Christopher Wilson, July 12, 2019
    • 1 reply
    • 725 views
    • 
    • chc93
    • July 13, 2019

46. Tribal 401(k) Plans

    By TPApril, July 12, 2019
    • 0 replies
    • 399 views
    • 
    • TPApril
    • July 12, 2019

47. Does disobeying the written plan tax-disqualify the plan?

    By Peter Gulia, July 12, 2019
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 15, 2019

48. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.1k views
    • 
    • Kphelps
    • July 16, 2019

49. Does a personal tax extension extend the 402(g) distribution date?

    By BG5150, July 11, 2019
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • July 15, 2019

50. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 1.6k views
    • 
    • Bird
    • July 12, 2019