401(k) Plans

19,296 topics in this forum

1. 401k Catch-up Contributions

   By JerT, July 2, 2019
   • 12 replies
   • 971 views
   • 
   • Mr Bagwell
   • July 9, 2019

2. Coverage Testing Multiple Plans When Employees Transfer

   By PensionPro, July 8, 2019
   • 1 reply
   • 594 views
   • 
   • CuseFan
   • July 9, 2019

3. Plan Amendment Effective, but Late Adopted

   By BenefitsRUs21, July 8, 2019
   • 2 replies
   • 747 views
   • 
   • Luke Bailey
   • July 8, 2019

4. Contribution Only to Selected Participants

   By Nancy Pritz, July 3, 2019
   • 2 replies
   • 527 views
   • 
   • Patricia Neal Jensen
   • July 8, 2019

5. Fidelity Bond

   By 401(k)athryn, July 3, 2019
   • 6 replies
   • 1.5k views
   • 
   • 401(k)athryn
   • July 8, 2019

6. Form 5500 Question Part III 8(b)

   By SJones, July 4, 2019   

   • 5500
   • income
   • (and 1 more)

     Tagged with:

     • 5500
     • income
     • loss
   • 5 replies
   • 1.7k views
   • 
   • SJones
   • July 6, 2019

7. Deferrals erroneously withheld from bonuses, not remitted to plan

   By cheersmate, July 2, 2019   

   • payroll error
   • 13 replies
   • 1.6k views
   • 
   • cheersmate
   • July 4, 2019

8. Added SHM to plan mid-year. Oops

   By BG5150, July 2, 2019
   • 4 replies
   • 535 views
   • 
   • BG5150
   • July 3, 2019

9. T Rowe Price 401k plan

   By csanch11, July 1, 2019
   • 4 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • July 2, 2019

10. Distributable event triggered due to warehouse closure?

    By PINO, July 2, 2019
    • 3 replies
    • 589 views
    • 
    • Bri
    • July 2, 2019

11. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.3k views
    • 
    • Flyboyjohn
    • July 2, 2019

12. Contributions in Multiple Plans

    By Stash026, July 2, 2019
    • 2 replies
    • 518 views
    • 
    • Lou S.
    • July 2, 2019

13. Auto-Enrollment

    By jpod, July 1, 2019
    • 6 replies
    • 742 views
    • 
    • RatherBeGolfing
    • July 2, 2019

14. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2019

15. Contribution Rules When Have More than one participating employer

    By arthurkagan, June 27, 2019
    • 1 reply
    • 746 views
    • 
    • Flyboyjohn
    • June 29, 2019

16. Voluntary Contributions

    By thepensionmaven, April 29, 2019
    • 28 replies
    • 3.2k views
    • 
    • justanotheradmin
    • June 28, 2019

17. Enrollment Date

    By mjf06241972, June 27, 2019
    • 2 replies
    • 539 views
    • 
    • Bird
    • June 28, 2019

18. Can I eliminate partial withdrawals for termed?

    By BG5150, June 27, 2019
    • 2 replies
    • 895 views
    • 
    • BG5150
    • June 27, 2019

19. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 5.4k views
    • 
    • Below Ground
    • June 27, 2019

20. deductible fees?

    By M Norton, June 20, 2019
    • 3 replies
    • 802 views
    • 
    • M Norton
    • June 27, 2019

21. Partnership calendar year plan putting deferrals for 2018, for partners on July 1st

    By Jim Chad, June 25, 2019
    • 3 replies
    • 515 views
    • 
    • 401king
    • June 27, 2019

22. Hardship - Unpaid Condo Fees

    By austin3515, June 26, 2019
    • 16 replies
    • 2.2k views
    • 
    • hr for me
    • June 27, 2019

23. Company match

    By csanch11, June 26, 2019
    • 1 reply
    • 679 views
    • 
    • Lou S.
    • June 26, 2019

24. no longer a business and retired

    By mehmgo, June 21, 2019
    • 16 replies
    • 3.8k views
    • 
    • loserson
    • June 26, 2019

25. Eliminate Loan Availability to Term Ppts Permitted?

    By cheersmate, June 21, 2019   

    • loans
    • loan availability
    • (and 2 more)

      Tagged with:

      • loans
      • loan availability
      • loans for active participants only
      • brf
    • 2 replies
    • 1.3k views
    • 
    • loserson
    • June 24, 2019

26. Participant Loan of a Dying Employee

    By ldr, June 24, 2019   

    • loans
    • death
    • (and 1 more)

      Tagged with:

      • loans
      • death
      • medical leave
    • 5 replies
    • 727 views
    • 
    • ldr
    • June 24, 2019

27. New plan beginning participant counts for 5500

    By Purplemandinga, June 21, 2019
    • 6 replies
    • 836 views
    • 
    • Below Ground
    • June 22, 2019

28. Decreasing Tiered Profit Sharing Formula

    By EagerToKnow, June 20, 2019
    • 8 replies
    • 1.1k views
    • 
    • shERPA
    • June 21, 2019

29. Subsequent Eligibility Computation Period

    By Mr Bagwell, June 19, 2019   

    • plan entry
    • subsequent eligibility comp period
    • 5 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • June 21, 2019

30. Top Heavy Contributions

    By Stash026, June 21, 2019
    • 2 replies
    • 503 views
    • 
    • Tom Poje
    • June 21, 2019

31. Reporting of late deferrals on Form 5500-SF

    By DDB BN, June 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • ratherbereading
    • June 21, 2019

32. small plan w/s-h match but no NHCE takers

    By TPApril, June 21, 2019
    • 2 replies
    • 791 views
    • 
    • Tom Poje
    • June 21, 2019

33. Medicare insurance premiums allowable for hardship?

    By BG5150, June 19, 2019
    • 2 replies
    • 961 views
    • 
    • BG5150
    • June 20, 2019

34. What happens if SHM is "late"?

    By BG5150, June 14, 2019
    • 7 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • June 20, 2019

35. LLC to S-Corp and Plan Amendment?

    By throwawaymycpa, June 19, 2019
    • 1 reply
    • 649 views
    • 
    • justanotheradmin
    • June 19, 2019

36. Terminated Plan did not fund safe harbor before distributing all plan assets

    By Pammie57, June 18, 2019
    • 3 replies
    • 723 views
    • 
    • ESOP Guy
    • June 18, 2019

37. For-profit controls not-for-profit - Controlled Group?

    By Purplemandinga, June 17, 2019
    • 2 replies
    • 854 views
    • 
    • Purplemandinga
    • June 18, 2019

38. Hardship Amount Available?

    By rr_sphr, June 13, 2019
    • 6 replies
    • 1.5k views
    • 
    • Pam Shoup
    • June 14, 2019

39. Hardship to purchase primary residence

    By 52626, June 13, 2019
    • 5 replies
    • 1k views
    • 
    • Bri
    • June 14, 2019

40. Fixing controlled group coverage failure

    By JPete, June 14, 2019
    • 0 replies
    • 439 views
    • 
    • JPete
    • June 14, 2019

41. Summary Annual Report Model Notice Updates

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

42. Trust received check without a participant identified

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

43. Safe Harbor Mid Year Retroactive Amendment

    By susieQ, June 12, 2019
    • 1 reply
    • 805 views
    • 
    • Kevin C
    • June 13, 2019

44. 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

45. Acquiring new physician practice

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

46. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

    • 415 limit
    • cushion amount
    • 0 replies
    • 351 views
    • 
    • Kingpin
    • June 12, 2019

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

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

48. Controlled Group Testing & Coverage

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

49. ACP Refund Due Right After In-Service

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

50. Eligibility in a New Safe Harbor 401k Plan

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