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401(k) Plans

19,275 topics in this forum

  1. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

  2. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 718 views

  3. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 10.8k views

  4. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.5k views

  5. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  6. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 512 views

  7. 404a-5 requirements

    By Will,
    • 1 reply
    • 841 views

  8. sponsor 401(k) and SEP at same time?

    By M Norton,
    • 1 reply
    • 547 views

  9. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2k views

  10. Loans

    By Tmile1928,
    • 1 reply
    • 613 views

  11. Loan help

    By greg,
    • 4 replies
    • 530 views

  12. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111,   
    • 7 replies
    • 807 views
    • Bri
    • Bri

  13. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.4k views

  14. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 573 views

  15. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 5.1k views

  16. "Employee Elective Deferral Failure" under RP 2019-19

    By Belgarath,
    • 2 replies
    • 1.3k views

  17. profit sharing deduction timing

    By Minnesota planner,
    • 19 replies
    • 2.2k views

  18. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 2.8k views

  19. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 567 views

  20. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown,
    • 9 replies
    • 1.3k views

  21. Earnings for a missed deferral election -Always DOL Calculator?

    By Loves401(k),
    • 16 replies
    • 11.4k views

  22. VFCP vs. no VFCP

    By 401(k)athryn,
    • 3 replies
    • 2k views

  23. Missed Match True-Up Contributions

    By ERISAGal,
    • 2 replies
    • 1.3k views

  24. Catch up contributions for short plan year

    By Pixie,   
    • 2 replies
    • 986 views

  25. In Plan Roth Rollover - After Tax Basis Recovery

    By Gruegen,
    • 1 reply
    • 725 views

  26. EPCRS, corrected part loan: treatment of now incorrect 1099R

    By QP_Guy,
    • 9 replies
    • 3.5k views

  27. Amending SH effective date

    By BG5150,
    • 3 replies
    • 500 views

  28. Excluding union employees from safe harbor match?

    By Flyboyjohn,   
    • 7 replies
    • 2.5k views

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

    By Purplemandinga,
    • 2 replies
    • 661 views

  30. Eligibility for Certain Employee

    By TPA Bob,   
    • 8 replies
    • 1.3k views

  31. ACP Test in Safe Harbor Plan

    By BG5150,
    • 3 replies
    • 2.5k views

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

    By baileybear,
    • 7 replies
    • 1.2k views

  33. Sponsor left a MEP

    By CLE401kGuy,
    • 4 replies
    • 2.3k views
    • MSN
    • MSN

  34. EPCRS Loan Correction

    By austin3515,
    • 18 replies
    • 2k views

  35. USERRA - Make-up Contributions

    By 401(k)athryn,
    • 1 reply
    • 897 views

  36. Bloated Forfeiture Account

    By BERPA,
    • 11 replies
    • 3.7k views

  37. Employees with Prevailing Wages

    By coleboy,
    • 7 replies
    • 3.1k views

  38. Safe Harbor Plan and Hardship issue

    By cpc0506,
    • 1 reply
    • 641 views

  39. 2019-19 EPCRS

    By austin3515,
    • 11 replies
    • 2.2k views

  40. Timely Enrollment Errors - Who is Monitoring

    By ldr,   
    • 2 replies
    • 845 views

  41. ASG vs. MEP

    By cerickson,
    • 3 replies
    • 707 views

  42. Foreign company with U.S. employees

    By LisaS,   
    • 7 replies
    • 2.5k views

  43. Removing Auto Enrollment Feature

    By kpickering,
    • 0 replies
    • 799 views

  44. Merging Safe Harbor Plan Mid Year

    By 52626,
    • 1 reply
    • 1.3k views

  45. Affiliated Service Group?

    By sdix401k,
    • 1 reply
    • 568 views

  46. 401k Eligibility

    By RP,
    • 3 replies
    • 707 views

  47. Form 8955-SSA (Check mark column)

    By Christopher Wilson,
    • 3 replies
    • 942 views

  48. Change initial Plan Year for SH Plan?

    By BG5150,
    • 2 replies
    • 564 views

  49. Failure to provide auto enroll notice

    By SadieJane,
    • 1 reply
    • 1.8k views

  50. Withdrawal of Participating Employer

    By RLR,
    • 6 replies
    • 4.1k views
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