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401(k) Plans

19,295 topics in this forum

  1. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 488 views

  2. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1k views

  3. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal,   
    • 21 replies
    • 2.4k views

  4. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 736 views

  5. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 641 views

  6. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 1.7k views

  7. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.1k views

  8. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 531 views

  9. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 854 views

  10. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 1.9k views

  11. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 1.7k views

  12. Control Group Safe Harbor Plan with two different safe harbor contributions

    By lcollins300,   
    • 3 replies
    • 943 views

  13. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC,
    • 6 replies
    • 1.8k views

  14. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.5k views

  15. Non-Profits and New Comparability - Free Choice?

    By ldr,   
    • 5 replies
    • 732 views

  16. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 602 views

  17. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  18. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.1k views

  19. Roth in Plan Doc but never wanted to offer it

    By PainPA,
    • 3 replies
    • 955 views

  20. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!,
    • 1 reply
    • 553 views

  21. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

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

    By jpdc,
    • 0 replies
    • 723 views

  23. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 10.8k views

  24. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.5k views

  25. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  26. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 520 views

  27. 404a-5 requirements

    By Will,
    • 1 reply
    • 858 views

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

    By M Norton,
    • 1 reply
    • 559 views

  29. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.1k views

  30. Loans

    By Tmile1928,
    • 1 reply
    • 620 views

  31. Loan help

    By greg,
    • 4 replies
    • 536 views

  32. Safe Harbor 401k Closing / Contribution Requirements

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

  33. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.4k views

  34. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 581 views

  35. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 5.2k views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  37. profit sharing deduction timing

    By Minnesota planner,
    • 19 replies
    • 2.3k views

  38. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 2.8k views

  39. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 571 views

  40. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown,
    • 9 replies
    • 1.3k views

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

    By Loves401(k),
    • 16 replies
    • 11.5k views

  42. VFCP vs. no VFCP

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

  43. Missed Match True-Up Contributions

    By ERISAGal,
    • 2 replies
    • 1.3k views

  44. Catch up contributions for short plan year

    By Pixie,   
    • 2 replies
    • 998 views

  45. In Plan Roth Rollover - After Tax Basis Recovery

    By Gruegen,
    • 1 reply
    • 744 views

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

    By QP_Guy,
    • 9 replies
    • 3.5k views

  47. Amending SH effective date

    By BG5150,
    • 3 replies
    • 508 views

  48. Excluding union employees from safe harbor match?

    By Flyboyjohn,   
    • 7 replies
    • 2.5k views

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

    By Purplemandinga,
    • 2 replies
    • 670 views

  50. Eligibility for Certain Employee

    By TPA Bob,   
    • 8 replies
    • 1.3k views
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