401(k) Plans

19,362 topics in this forum

1. Add stated match to SH plan mid year?

   By BG5150, July 16, 2019
   • 1 reply
   • 899 views
   • 
   • BG5150
   • July 17, 2019

2. Entry Dates for Short Plan Year

   By Mr Bagwell, July 15, 2019   

   • entry dates
   • short plan year
   • 5 replies
   • 1.3k views
   • 
   • Mr Bagwell
   • July 16, 2019

3. Partner in the testing?

   By Earl, July 13, 2019
   • 3 replies
   • 1.1k views
   • 
   • Earl
   • July 16, 2019

4. Prefilling forms w. names and addresses

   By austin3515, July 11, 2019
   • 6 replies
   • 1.2k views
   • 
   • Kphelps
   • July 16, 2019

5. Does a personal tax extension extend the 402(g) distribution date?

   By BG5150, July 11, 2019
   • 17 replies
   • 1.7k views
   • 
   • BG5150
   • July 15, 2019

6. Does disobeying the written plan tax-disqualify the plan?

   By Peter Gulia, July 12, 2019
   • 7 replies
   • 1.4k views
   • 
   • Luke Bailey
   • July 15, 2019

7. Safe harbor 401-k Plan Termination

   By KevinMc, July 12, 2019
   • 1 reply
   • 666 views
   • 
   • Bird
   • July 15, 2019

8. Schedule D

   By Christopher Wilson, July 12, 2019
   • 1 reply
   • 757 views
   • 
   • chc93
   • July 13, 2019

9. Tribal 401(k) Plans

   By TPApril, July 12, 2019
   • 0 replies
   • 436 views
   • 
   • TPApril
   • July 12, 2019

10. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 1.7k views
    • 
    • Bird
    • July 12, 2019

11. Beneficiary is estate -- inherited IRA?

    By LauraS, July 3, 2019   

    • 401k
    • death benefit
    • (and 2 more)

      Tagged with:

      • 401k
      • death benefit
      • beneficiary; estate
      • inherited ira
    • 19 replies
    • 11.7k views
    • 
    • Appleby
    • July 11, 2019

12. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 730 views
    • 
    • Tom Poje
    • July 11, 2019

13. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 3.6k views
    • 
    • BigMitch
    • July 10, 2019

14. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 4.4k views
    • 
    • loserson
    • July 10, 2019

15. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 3k views
    • 
    • atypicalguy
    • July 10, 2019

16. What does "reduction" of a safe harbor benefit mean?

    By BG5150, July 9, 2019
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • July 9, 2019

17. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1.1k views
    • 
    • BG5150
    • July 9, 2019

18. 401k Catch-up Contributions

    By JerT, July 2, 2019
    • 12 replies
    • 1k views
    • 
    • Mr Bagwell
    • July 9, 2019

19. Coverage Testing Multiple Plans When Employees Transfer

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

20. Plan Amendment Effective, but Late Adopted

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

21. Contribution Only to Selected Participants

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

22. Fidelity Bond

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

23. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 1.8k views
    • 
    • SJones
    • July 6, 2019

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

    By cheersmate, July 2, 2019   

    • payroll error
    • 13 replies
    • 1.8k views
    • 
    • cheersmate
    • July 4, 2019

25. Added SHM to plan mid-year. Oops

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

26. T Rowe Price 401k plan

    By csanch11, July 1, 2019
    • 4 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 2, 2019

27. Distributable event triggered due to warehouse closure?

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

28. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.5k views
    • 
    • Flyboyjohn
    • July 2, 2019

29. Contributions in Multiple Plans

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

30. Auto-Enrollment

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

31. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 1, 2019

32. Contribution Rules When Have More than one participating employer

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

33. Voluntary Contributions

    By thepensionmaven, April 29, 2019
    • 28 replies
    • 3.4k views
    • 
    • justanotheradmin
    • June 28, 2019

34. Enrollment Date

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

35. Can I eliminate partial withdrawals for termed?

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

36. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 5.6k views
    • 
    • Below Ground
    • June 27, 2019

37. deductible fees?

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

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

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

39. Hardship - Unpaid Condo Fees

    By austin3515, June 26, 2019
    • 16 replies
    • 2.3k views
    • 
    • hr for me
    • June 27, 2019

40. Company match

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

41. no longer a business and retired

    By mehmgo, June 21, 2019
    • 16 replies
    • 4.1k views
    • 
    • loserson
    • June 26, 2019

42. 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

43. Participant Loan of a Dying Employee

    By ldr, June 24, 2019   

    • loans
    • death
    • (and 1 more)

      Tagged with:

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

44. New plan beginning participant counts for 5500

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

45. Decreasing Tiered Profit Sharing Formula

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

46. 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

47. Top Heavy Contributions

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

48. Reporting of late deferrals on Form 5500-SF

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

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

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

50. Medicare insurance premiums allowable for hardship?

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