401(k) Plans

19,296 topics in this forum

1. Eligibility for Certain Employee

   By TPA Bob, July 30, 2019   

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

2. ACP Test in Safe Harbor Plan

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

3. 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

4. Sponsor left a MEP

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

5. EPCRS Loan Correction

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

6. USERRA - Make-up Contributions

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

7. Bloated Forfeiture Account

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

8. Employees with Prevailing Wages

   By coleboy, April 18, 2018
   • 7 replies
   • 3.1k views
   • 
   • Belgarath
   • July 30, 2019

9. Safe Harbor Plan and Hardship issue

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

10. 2019-19 EPCRS

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

11. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

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

12. ASG vs. MEP

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

13. 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

14. Removing Auto Enrollment Feature

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

15. Merging Safe Harbor Plan Mid Year

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

16. Affiliated Service Group?

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

17. 401k Eligibility

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

18. Form 8955-SSA (Check mark column)

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

19. Change initial Plan Year for SH Plan?

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

20. Failure to provide auto enroll notice

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

21. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 4.1k views
    • 
    • PensionPete
    • July 23, 2019

22. Controlled Group

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

23. 414(s) compensation

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

24. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

25. 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

26. FBO Account Fee Disclosure

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

27. SImple plan - missed deposits

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

28. Prevailing Wage Disproportionate QNEC Question

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

29. 401k to Simple 401k

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

30. 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

31. EPCRS Corrections "Resemble" Appendixes

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

32. Plan Entry Comp

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

33. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 1.7k views
    • 
    • Centerstage
    • July 17, 2019

34. Add stated match to SH plan mid year?

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

35. 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

36. Partner in the testing?

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

37. Prefilling forms w. names and addresses

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

38. 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

39. 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

40. Safe harbor 401-k Plan Termination

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

41. Schedule D

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

42. Tribal 401(k) Plans

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

43. reimbursement for investment expense

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

44. Beneficiary is estate -- inherited IRA?

    By LauraS, July 3, 2019   

    • 401k
    • death benefit
    • (and 2 more)

      Tagged with:

      • 401k
      • death benefit
      • beneficiary; estate
      • inherited ira
    • 19 replies
    • 10k views
    • 
    • Appleby
    • July 11, 2019

45. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 699 views
    • 
    • Tom Poje
    • July 11, 2019

46. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 3.3k views
    • 
    • BigMitch
    • July 10, 2019

47. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 4.1k views
    • 
    • loserson
    • July 10, 2019

48. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 2.9k views
    • 
    • atypicalguy
    • July 10, 2019

49. What does "reduction" of a safe harbor benefit mean?

    By BG5150, July 9, 2019
    • 3 replies
    • 1k views
    • 
    • BG5150
    • July 9, 2019

50. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1.1k views
    • 
    • BG5150
    • July 9, 2019