401(k) Plans

19,275 topics in this forum

1. QKA (DC-1 and DC-2) used materials

   By Sammiemor, May 8, 2019
   • 6 replies
   • 4k views
   • 
   • Dave Baker
   • May 13, 2019

2. Current EACA change

   By pmacduff, May 8, 2019
   • 1 reply
   • 826 views
   • 
   • msmith
   • May 9, 2019

3. Control Group to Multiple ER plan

   By doombuggy, May 8, 2019   

   • control groups
   • multiple employer plan
   • 0 replies
   • 333 views
   • 
   • doombuggy
   • May 8, 2019

4. Plan Design - owner w/low pay wants higher contributions

   By chuTzPA, May 8, 2019
   • 3 replies
   • 516 views
   • 
   • shERPA
   • May 8, 2019

5. Amending a Safe Harbor Plan to change In Plan Roth Rollover Provisions

   By HarleyBabe, May 7, 2019
   • 4 replies
   • 876 views
   • 
   • HarleyBabe
   • May 14, 2019

6. Hardship Distributions / Elective Deferral Prohibition

   By hch4cpa, May 7, 2019
   • 3 replies
   • 781 views
   • 
   • Luke Bailey
   • May 9, 2019

7. IRS Pension Plan Burden Survey

   By austin3515, May 7, 2019
   • 4 replies
   • 649 views
   • 
   • loserson
   • May 8, 2019

8. Date of Adoption Agreement Signatures

   By khn, May 7, 2019
   • 12 replies
   • 3k views
   • 
   • Luke Bailey
   • May 10, 2019

9. SNHEC with Match and PS?

   By Janie Kaminski, May 7, 2019
   • 2 replies
   • 665 views
   • 
   • Below Ground
   • May 7, 2019

10. Employees unionize, match not bargained

    By JustnERPA, May 7, 2019
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • May 16, 2019

11. Charitable Donation of RMD

    By ldr, May 6, 2019   

    • donation
    • charitable
    • (and 2 more)

      Tagged with:

      • donation
      • charitable
      • rmd
      • plan termination
    • 17 replies
    • 2.1k views
    • 
    • ldr
    • May 13, 2019

12. Ransomware / Missed Deferrals

    By TPA Bob, May 6, 2019   

    • ransomware
    • missed deferrals
    • 0 replies
    • 537 views
    • 
    • TPA Bob
    • May 6, 2019

13. Control Group Coverage Test

    By pixmax, May 6, 2019
    • 7 replies
    • 1k views
    • 
    • Luke Bailey
    • May 8, 2019

14. Default Enrollments - how important are they?

    By ldr, May 3, 2019   

    • investments
    • elections
    • (and 1 more)

      Tagged with:

      • investments
      • elections
      • enrollment
    • 3 replies
    • 962 views
    • 
    • ldr
    • May 6, 2019

15. Successor Plan question

    By Belgarath, May 3, 2019
    • 0 replies
    • 408 views
    • 
    • Belgarath
    • May 3, 2019

16. Two Plans, both provide Top Heavy

    By Kac1214, May 2, 2019
    • 5 replies
    • 1.7k views
    • 
    • Kac1214
    • May 3, 2019

17. Independent Contractor - Prior Service

    By 52626, May 2, 2019
    • 4 replies
    • 1.6k views
    • 
    • Luke Bailey
    • May 3, 2019

18. Sample 404a5 Notice with Employer Securities

    By austin3515, May 2, 2019
    • 0 replies
    • 610 views
    • 
    • austin3515
    • May 2, 2019

19. Plan Sponsor For Years Over Contributed to 401(k)

    By Cardscrazy, May 2, 2019   

    • 401k
    • 401(m)
    • (and 3 more)

      Tagged with:

      • 401k
      • 401(m)
      • 401(a)(17)
      • vcp/epcrs correction
      • match formula
    • 13 replies
    • 1.6k views
    • 
    • Cardscrazy
    • May 6, 2019

20. Control Group

    By pixmax, May 1, 2019
    • 4 replies
    • 541 views
    • 
    • Luke Bailey
    • May 3, 2019

21. College Tuition 401k Hardship Withdrawal Question

    By College Run, May 1, 2019
    • 2 replies
    • 2.8k views
    • 
    • Pam Shoup
    • May 1, 2019

22. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.1k views
    • 
    • david rigby
    • May 3, 2019

23. Eligibility

    By thepensionmaven, April 30, 2019
    • 5 replies
    • 2.1k views
    • 
    • ACK
    • May 3, 2019

24. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.3k views
    • 
    • Doc Ument
    • April 30, 2019

25. Voluntary Contributions

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

26. HCE Determination - Acquisition

    By CBenefits, April 26, 2019
    • 1 reply
    • 684 views
    • 
    • justanotheradmin
    • April 29, 2019

27. Definition of Actively Employed...

    By Stash026, April 25, 2019
    • 2 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 26, 2019

28. Combining Sources

    By 401k Nut, April 25, 2019   

    • 401k
    • 7 replies
    • 554 views
    • 
    • david rigby
    • April 28, 2019

29. Profit Sharing after taxes are filed

    By 401Kerfuffle, April 25, 2019
    • 1 reply
    • 509 views
    • 
    • C. B. Zeller
    • April 25, 2019

30. RMD on 401-k

    By KevinMc, April 24, 2019
    • 4 replies
    • 880 views
    • 
    • imchipbrown
    • April 25, 2019

31. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • April 26, 2019

32. Loan Maintenance Fees Added at new Vendor

    By CLKent23, April 24, 2019
    • 0 replies
    • 302 views
    • 
    • CLKent23
    • April 24, 2019

33. Roll IRA Into 401(k) Plan

    By Scott50, April 23, 2019
    • 2 replies
    • 788 views
    • 
    • C. B. Zeller
    • April 24, 2019

34. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 2.7k views
    • 
    • sdix401k
    • April 26, 2019

35. ACP test required?

    By Purplemandinga, April 23, 2019
    • 1 reply
    • 420 views
    • 
    • Purplemandinga
    • April 23, 2019

36. Late Loan Offset

    By 401(k)athryn, April 23, 2019
    • 7 replies
    • 1.8k views
    • 
    • ldr
    • May 3, 2019

37. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.4k views
    • 
    • Peter Gulia
    • April 29, 2019

38. Solo 401k Contributions Timing and W-2 Details

    By Francis, April 22, 2019
    • 1 reply
    • 511 views
    • 
    • Lou S.
    • April 22, 2019

39. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
    • 0 replies
    • 528 views
    • 
    • LauraT
    • April 22, 2019

40. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 23, 2019

41. Student Loan 401(k) program

    By bmore1147, April 22, 2019
    • 9 replies
    • 1.1k views
    • 
    • shERPA
    • April 23, 2019

42. Deferral Eligibility Amendment Safe Harbor Plan

    By ATM, April 22, 2019
    • 1 reply
    • 484 views
    • 
    • 401king
    • April 22, 2019

43. Mid Year Amendment to Safe Harbor Plan

    By 401(k)athryn, April 22, 2019
    • 2 replies
    • 1.4k views
    • 
    • 401(k)athryn
    • April 25, 2019

44. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.2k views
    • 
    • AJC
    • April 23, 2019

45. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 6.4k views
    • 
    • Luke Bailey
    • April 22, 2019

46. Profit sharing plan vesting for departed employee?

    By Marsh, April 18, 2019
    • 8 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 22, 2019

47. 401(k) deferral understated

    By poisnivey, April 18, 2019   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • correction method
      • correction
      • contribution
    • 1 reply
    • 661 views
    • 
    • justanotheradmin
    • April 18, 2019

48. Rules on NRA with Market-value adjustment

    By CFP, April 18, 2019
    • 6 replies
    • 1.3k views
    • 
    • Patricia Neal Jensen
    • May 1, 2019

49. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.4k views
    • 
    • cheersmate
    • April 23, 2019

50. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.6k views
    • 
    • Jim Chad
    • April 16, 2019