401(k) Plans

19,296 topics in this forum

1. Is 0% considered a deferral election?

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

2. Safe Harbor Plan Amendment

   By roundlou, May 24, 2019   

   • 401(k)
   • safe harbor
   • 5 replies
   • 2.1k views
   • 
   • Luke Bailey
   • June 5, 2019

3. 401k Medical Hardship Reimbursement

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

4. Foreign Company 401(k)

   By Guest Green92, May 31, 2006
   • 5 replies
   • 4.2k views
   • 
   • 401k IA
   • June 4, 2019

5. Combining account balances upon death

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

6. 401k and TSP deferrals

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

7. Schedule D-Form 5500

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

8. Controlled Group - Employee-Owned Stock Exclusion

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

9. After Tax Contributions

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

10. Safe Harbor Contribution on Wage Settlement Penalty

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

11. Direct Rollover 401k to IRA

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

12. Stock sale brother sister

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

13. Stale Check with Plan Transfer

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

14. Elective Contribution Elections -

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

15. 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

16. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.4k views
    • 
    • RayRay
    • May 29, 2019

17. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

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

18. Short plan year and YOS for vesting

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

19. non-spouse beneficiary & RMDs

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

20. Loan Rollover of Offset Loan

    By 52626, May 17, 2019
    • 6 replies
    • 2k views
    • 
    • Bri
    • May 23, 2019

21. EPCRS - Revenue Procedure 2019--19

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

22. correction under EPCRS for missed deferrals

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

23. QNEC in testing

    By tpyle, May 22, 2019
    • 2 replies
    • 2.5k views
    • 
    • justanotheradmin
    • May 22, 2019

24. Automatic Stay and 'Home Bill" Loans

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

25. 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

26. 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

27. Service Based Match Rate Fails BRF Test

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

28. 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

29. 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

30. Missed sending Disclosure

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

31. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k, May 15, 2019
    • 3 replies
    • 2.9k views
    • 
    • Doc Ument
    • May 17, 2019

32. Employees unionize, match not bargained

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

33. Allocation schedule vs. Payroll report

    By 401king, May 15, 2019
    • 4 replies
    • 1.7k views
    • 
    • 401king
    • May 16, 2019

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

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

35. Minimum Required Distribution

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

36. GUST Basic Plan Document Search

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

37. Controlled Group or Multi Employer Plan??

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

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

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

39. Marriage after designation of death beneficiary

    By J Simmons, May 9, 2019
    • 9 replies
    • 4k views
    • 
    • loserson
    • May 14, 2019

40. Removing True Up mid year from Safe Harbor Plan

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

41. 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

42. Charitable Donation of RMD

    By ldr, May 6, 2019   

    • donation
    • charitable
    • (and 2 more)

      Tagged with:

      • donation
      • charitable
      • rmd
      • plan termination
    • 17 replies
    • 2.2k views
    • 
    • ldr
    • May 13, 2019

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

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

44. Match True UP

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

45. Naming Individual as "Directed Trustee"

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

46. Date of Adoption Agreement Signatures

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

47. Student Loan Program - Match Exclusion Method

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

48. compensation question yet again!!

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

49. Current EACA change

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

50. Hardship Distributions / Elective Deferral Prohibition

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