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401(k) Plans

19,333 topics in this forum

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

    By lcollins300,   
    • 3 replies
    • 984 views

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

    By WCC,
    • 6 replies
    • 1.9k views

  3. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.6k views

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

    By ldr,   
    • 5 replies
    • 759 views

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

    By BG5150,
    • 1 reply
    • 629 views

  6. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  7. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.3k views

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

    By PainPA,
    • 3 replies
    • 987 views

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

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

  10. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

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

    By jpdc,
    • 0 replies
    • 747 views

  12. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 11k views

  13. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.6k views

  14. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views

  15. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 545 views

  16. 404a-5 requirements

    By Will,
    • 1 reply
    • 910 views

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

    By M Norton,
    • 1 reply
    • 584 views

  18. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.1k views

  19. Loans

    By Tmile1928,
    • 1 reply
    • 638 views

  20. Loan help

    By greg,
    • 4 replies
    • 553 views

  21. Safe Harbor 401k Closing / Contribution Requirements

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

  22. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.5k views

  23. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 597 views

  24. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 5.7k views

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

    By Belgarath,
    • 2 replies
    • 1.3k views

  26. profit sharing deduction timing

    By Minnesota planner,
    • 19 replies
    • 2.4k views

  27. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 2.9k views

  28. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 590 views

  29. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown,
    • 9 replies
    • 1.4k views

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

    By Loves401(k),
    • 16 replies
    • 11.7k views

  31. VFCP vs. no VFCP

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

  32. Missed Match True-Up Contributions

    By ERISAGal,
    • 2 replies
    • 1.4k views

  33. Catch up contributions for short plan year

    By Pixie,   
    • 2 replies
    • 1k views

  34. In Plan Roth Rollover - After Tax Basis Recovery

    By Gruegen,
    • 1 reply
    • 794 views

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

    By QP_Guy,
    • 9 replies
    • 3.6k views

  36. Amending SH effective date

    By BG5150,
    • 3 replies
    • 519 views

  37. Excluding union employees from safe harbor match?

    By Flyboyjohn,   
    • 7 replies
    • 2.5k views

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

    By Purplemandinga,
    • 2 replies
    • 689 views

  39. Eligibility for Certain Employee

    By TPA Bob,   
    • 8 replies
    • 1.3k views

  40. ACP Test in Safe Harbor Plan

    By BG5150,
    • 3 replies
    • 2.5k views

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

    By baileybear,
    • 7 replies
    • 1.2k views

  42. Sponsor left a MEP

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

  43. EPCRS Loan Correction

    By austin3515,
    • 18 replies
    • 2.1k views

  44. USERRA - Make-up Contributions

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

  45. Bloated Forfeiture Account

    By BERPA,
    • 11 replies
    • 3.8k views

  46. Employees with Prevailing Wages

    By coleboy,
    • 7 replies
    • 3.3k views

  47. Safe Harbor Plan and Hardship issue

    By cpc0506,
    • 1 reply
    • 661 views

  48. 2019-19 EPCRS

    By austin3515,
    • 11 replies
    • 2.2k views

  49. Timely Enrollment Errors - Who is Monitoring

    By ldr,   
    • 2 replies
    • 883 views

  50. ASG vs. MEP

    By cerickson,
    • 3 replies
    • 731 views
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