401(k) Plans

19,362 topics in this forum

1. Merging 2 Safe Harbor Plans mid year

   By austin3515, August 14, 2019
   • 3 replies
   • 1.5k views
   • 
   • Luke Bailey
   • August 15, 2019

2. Minimum distribution from 401(k) plan

   By rblum50, August 14, 2019
   • 3 replies
   • 601 views
   • 
   • rblum50
   • August 15, 2019

3. Calculating 25% of eligible compensation for deductibility limit

   By gdlfa, August 14, 2019
   • 6 replies
   • 5.9k views
   • 
   • NJ Mike
   • August 15, 2019

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

   By Belgarath, July 2, 2019
   • 2 replies
   • 1.4k views
   • 
   • Below Ground
   • August 14, 2019

5. profit sharing deduction timing

   By Minnesota planner, August 2, 2019
   • 19 replies
   • 2.5k views
   • 
   • Below Ground
   • August 12, 2019

6. Plan Sponsor Reimbursement from Forfeiture Account

   By MarZDoates, August 6, 2019
   • 8 replies
   • 2.9k views
   • 
   • RPAS
   • August 9, 2019

7. Safe Harbor Eligibility

   By Chippy, August 9, 2019
   • 1 reply
   • 600 views
   • 
   • justanotheradmin
   • August 9, 2019

8. Safe Harbor Non-Elective - Recordkeeper disagreement

   By imchipbrown, August 5, 2019
   • 9 replies
   • 1.4k views
   • 
   • imchipbrown
   • August 9, 2019

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

   By Loves401(k), April 2, 2018
   • 16 replies
   • 11.8k views
   • 
   • Bird
   • August 8, 2019

10. VFCP vs. no VFCP

    By 401(k)athryn, July 31, 2019
    • 3 replies
    • 2k views
    • 
    • 401(k)athryn
    • August 8, 2019

11. Missed Match True-Up Contributions

    By ERISAGal, August 2, 2019
    • 2 replies
    • 1.4k views
    • 
    • JackS
    • August 7, 2019

12. Catch up contributions for short plan year

    By Pixie, August 6, 2019   

    • adp test
    • 2 replies
    • 1k views
    • 
    • Below Ground
    • August 7, 2019

13. In Plan Roth Rollover - After Tax Basis Recovery

    By Gruegen, August 6, 2019
    • 1 reply
    • 823 views
    • 
    • hr for me
    • August 7, 2019

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

    By QP_Guy, June 12, 2019
    • 9 replies
    • 3.7k views
    • 
    • RatherBeGolfing
    • August 6, 2019

15. Amending SH effective date

    By BG5150, August 6, 2019
    • 3 replies
    • 533 views
    • 
    • Mike Preston
    • August 6, 2019

16. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

    • union
    • safe harbor
    • 7 replies
    • 2.6k views
    • 
    • AMDG
    • August 6, 2019

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

    By Purplemandinga, August 5, 2019
    • 2 replies
    • 704 views
    • 
    • Purplemandinga
    • August 6, 2019

18. Eligibility for Certain Employee

    By TPA Bob, July 30, 2019   

    • eligibility
    • 8 replies
    • 1.4k views
    • 
    • loserson
    • August 5, 2019

19. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.6k views
    • 
    • AKconsult
    • August 5, 2019

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

    By baileybear, August 1, 2019
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • August 2, 2019

21. Sponsor left a MEP

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

22. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2.1k views
    • 
    • austin3515
    • July 30, 2019

23. USERRA - Make-up Contributions

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

24. Bloated Forfeiture Account

    By BERPA, July 25, 2019
    • 11 replies
    • 3.8k views
    • 
    • rr_sphr
    • July 30, 2019

25. Employees with Prevailing Wages

    By coleboy, April 18, 2018
    • 7 replies
    • 3.4k views
    • 
    • Belgarath
    • July 30, 2019

26. Safe Harbor Plan and Hardship issue

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

27. 2019-19 EPCRS

    By austin3515, July 25, 2019
    • 11 replies
    • 2.3k views
    • 
    • Luke Bailey
    • July 26, 2019

28. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

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

29. ASG vs. MEP

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

30. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.7k views
    • 
    • LisaS
    • July 26, 2019

31. Removing Auto Enrollment Feature

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

32. Merging Safe Harbor Plan Mid Year

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

33. Affiliated Service Group?

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

34. 401k Eligibility

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

35. Form 8955-SSA (Check mark column)

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

36. Change initial Plan Year for SH Plan?

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

37. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • July 24, 2019

38. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 4.3k views
    • 
    • PensionPete
    • July 23, 2019

39. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 1.6k views
    • 
    • Luke Bailey
    • July 23, 2019

40. 414(s) compensation

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

41. Safe harbor match - document silent on calculation period

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

42. 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
    • 1.9k views
    • 
    • NW529
    • July 22, 2019

43. FBO Account Fee Disclosure

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

44. SImple plan - missed deposits

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

45. Prevailing Wage Disproportionate QNEC Question

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

46. 401k to Simple 401k

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

47. 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
    • 4.2k views
    • 
    • Bri
    • July 18, 2019

48. EPCRS Corrections "Resemble" Appendixes

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

49. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • July 18, 2019

50. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 1.8k views
    • 
    • Centerstage
    • July 17, 2019