401(k) Plans

19,275 topics in this forum

1. Summary Annual Report Model Notice Updates

   By 5500sorBust, June 11, 2019
   • 6 replies
   • 3.3k views
   • 
   • Kristina
   • June 13, 2019

2. EACA: Where to start auto-deferrals after rehire

   By BG5150, June 11, 2019
   • 3 replies
   • 3.3k views
   • 
   • Kevin C
   • June 12, 2019

3. Controlled Group Testing & Coverage

   By justatester, June 10, 2019
   • 1 reply
   • 439 views
   • 
   • CuseFan
   • June 11, 2019

4. Eligibility in a New Safe Harbor 401k Plan

   By Pammie57, June 10, 2019
   • 1 reply
   • 475 views
   • 
   • CuseFan
   • June 10, 2019

5. ACP Refund Due Right After In-Service

   By austin3515, June 7, 2019
   • 18 replies
   • 2.3k views
   • 
   • loserson
   • June 11, 2019

6. Is 0% considered a deferral election?

   By Susan S., June 6, 2019
   • 2 replies
   • 776 views
   • 
   • Susan S.
   • June 7, 2019

7. Auto-Revocation Clause in Plan if Later Divorce Spouse Enforceable

   By Charles, June 6, 2019
   • 4 replies
   • 1.6k views
   • 
   • Charles
   • October 9, 2019

8. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

   By BG5150, June 4, 2019
   • 11 replies
   • 1.3k views
   • 
   • BG5150
   • June 13, 2019

9. Acquiring new physician practice

   By Chippy, June 4, 2019
   • 5 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • June 13, 2019

10. 401k and TSP deferrals

    By mjf06241972, June 4, 2019
    • 2 replies
    • 796 views
    • 
    • mjf06241972
    • June 4, 2019

11. Schedule D-Form 5500

    By ratherbereading, June 3, 2019
    • 2 replies
    • 774 views
    • 
    • ratherbereading
    • June 4, 2019

12. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty, June 3, 2019
    • 5 replies
    • 809 views
    • 
    • Luke Bailey
    • June 4, 2019

13. Combining account balances upon death

    By rblum50, June 3, 2019
    • 6 replies
    • 843 views
    • 
    • Belgarath
    • June 4, 2019

14. 401k Medical Hardship Reimbursement

    By JY36, June 2, 2019
    • 5 replies
    • 777 views
    • 
    • JY36
    • June 4, 2019

15. After Tax Contributions

    By Stash026, May 31, 2019
    • 3 replies
    • 838 views
    • 
    • spiritrider
    • June 3, 2019

16. Stock sale brother sister

    By pjb1835, May 31, 2019
    • 3 replies
    • 978 views
    • 
    • Luke Bailey
    • May 31, 2019

17. Elective Contribution Elections -

    By CLE401kGuy, May 30, 2019
    • 1 reply
    • 508 views
    • 
    • QDROphile
    • May 30, 2019

18. Direct Rollover 401k to IRA

    By PensionPrisoner, May 30, 2019
    • 5 replies
    • 1.6k views
    • 
    • PensionPrisoner
    • June 1, 2019

19. Safe Harbor Contribution on Wage Settlement Penalty

    By Zoey, May 29, 2019
    • 2 replies
    • 1.4k views
    • 
    • Zoey
    • June 3, 2019

20. Interest on Late Deferral Deposits - tiny amounts

    By ldr, May 28, 2019   

    • deferrals
    • form 5330
    • (and 1 more)

      Tagged with:

      • deferrals
      • form 5330
      • late deposits
    • 4 replies
    • 1.4k views
    • 
    • ldr
    • May 29, 2019

21. Short plan year and YOS for vesting

    By doombuggy, May 28, 2019
    • 2 replies
    • 2k views
    • 
    • Bri
    • May 28, 2019

22. Stale Check with Plan Transfer

    By MSN, May 24, 2019
    • 9 replies
    • 1.3k views
    • 
    • FPGuy
    • May 31, 2019

23. Trust received check without a participant identified

    By waid10, May 24, 2019
    • 6 replies
    • 1.2k views
    • 
    • chc93
    • June 13, 2019

24. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2k views
    • 
    • Luke Bailey
    • June 5, 2019

25. QNEC in testing

    By tpyle, May 22, 2019
    • 2 replies
    • 2.4k views
    • 
    • justanotheradmin
    • May 22, 2019

26. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.1k views
    • 
    • RayRay
    • May 29, 2019

27. EPCRS - Revenue Procedure 2019--19

    By Belgarath, May 21, 2019
    • 1 reply
    • 701 views
    • 
    • Doc Ument
    • May 23, 2019

28. correction under EPCRS for missed deferrals

    By Barbara, May 20, 2019
    • 8 replies
    • 1.3k views
    • 
    • Barbara
    • May 23, 2019

29. non-spouse beneficiary & RMDs

    By doombuggy, May 20, 2019
    • 5 replies
    • 926 views
    • 
    • doombuggy
    • May 28, 2019

30. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.4k views
    • 
    • C. B. Zeller
    • May 20, 2019

31. Loan Rollover of Offset Loan

    By 52626, May 17, 2019
    • 6 replies
    • 1.9k views
    • 
    • Bri
    • May 23, 2019

32. Service Based Match Rate Fails BRF Test

    By Earl, May 17, 2019
    • 2 replies
    • 791 views
    • 
    • Earl
    • May 17, 2019

33. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA, May 17, 2019
    • 5 replies
    • 784 views
    • 
    • Luke Bailey
    • May 21, 2019

34. Rev Proc 2019-19 and delinquent loans

    By ERISARocks, May 16, 2019   

    • 401(k)
    • loans
    • (and 2 more)

      Tagged with:

      • 401(k)
      • loans
      • scp
      • 2019-19
    • 7 replies
    • 2.3k views
    • 
    • RatherBeGolfing
    • May 17, 2019

35. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • May 17, 2019

36. Allocation schedule vs. Payroll report

    By 401king, May 15, 2019
    • 4 replies
    • 1.6k views
    • 
    • 401king
    • May 16, 2019

37. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k, May 15, 2019
    • 3 replies
    • 2.8k views
    • 
    • Doc Ument
    • May 17, 2019

38. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu, May 15, 2019
    • 6 replies
    • 1.8k views
    • 
    • justanotheradmin
    • May 21, 2019

39. Missed sending Disclosure

    By shadowgun1102, May 15, 2019
    • 3 replies
    • 891 views
    • 
    • Bird
    • May 17, 2019

40. Minimum Required Distribution

    By Scott50, May 14, 2019
    • 3 replies
    • 966 views
    • 
    • Lou S.
    • May 15, 2019

41. Controlled Group or Multi Employer Plan??

    By Pammie57, May 14, 2019
    • 1 reply
    • 411 views
    • 
    • Luke Bailey
    • May 14, 2019

42. Age limit to after-tax 401(k) w/conversions to Roth?

    By matthny, May 13, 2019
    • 3 replies
    • 497 views
    • 
    • matthny
    • May 15, 2019

43. GUST Basic Plan Document Search

    By steverenner, May 13, 2019
    • 5 replies
    • 1.2k views
    • 
    • steverenner
    • May 15, 2019

44. Removing True Up mid year from Safe Harbor Plan

    By 52626, May 13, 2019
    • 3 replies
    • 2.4k views
    • 
    • Below Ground
    • May 14, 2019

45. Naming Individual as "Directed Trustee"

    By austin3515, May 10, 2019
    • 6 replies
    • 897 views
    • 
    • Luke Bailey
    • May 10, 2019

46. compensation question yet again!!

    By pmacduff, May 9, 2019
    • 1 reply
    • 639 views
    • 
    • justanotheradmin
    • May 9, 2019

47. Match True UP

    By 52626, May 9, 2019
    • 3 replies
    • 516 views
    • 
    • Luke Bailey
    • May 10, 2019

48. Marriage after designation of death beneficiary

    By J Simmons, May 9, 2019
    • 9 replies
    • 3.9k views
    • 
    • loserson
    • May 14, 2019

49. Student Loan Program - Match Exclusion Method

    By Gruegen, May 9, 2019
    • 4 replies
    • 656 views
    • 
    • Luke Bailey
    • May 10, 2019

50. Start new 401(k) within 12 months of terminating PSP?

    By 401king, May 8, 2019
    • 7 replies
    • 3.5k views
    • 
    • Carol V. Calhoun
    • May 13, 2019