401(k) Plans

19,407 topics in this forum

1. profit sharing deduction timing

   By Minnesota planner, August 2, 2019
   • 19 replies
   • 2.7k views
   • 
   • Below Ground
   • August 12, 2019

2. Plan Sponsor Reimbursement from Forfeiture Account

   By MarZDoates, August 6, 2019
   • 8 replies
   • 3.1k views
   • 
   • RPAS
   • August 9, 2019

3. Safe Harbor Eligibility

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

4. Safe Harbor Non-Elective - Recordkeeper disagreement

   By imchipbrown, August 5, 2019
   • 9 replies
   • 1.5k views
   • 
   • imchipbrown
   • August 9, 2019

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

   By Loves401(k), April 2, 2018
   • 16 replies
   • 12k views
   • 
   • Bird
   • August 8, 2019

6. VFCP vs. no VFCP

   By 401(k)athryn, July 31, 2019
   • 3 replies
   • 2.1k views
   • 
   • 401(k)athryn
   • August 8, 2019

7. Missed Match True-Up Contributions

   By ERISAGal, August 2, 2019
   • 2 replies
   • 1.5k views
   • 
   • JackS
   • August 7, 2019

8. Catch up contributions for short plan year

   By Pixie, August 6, 2019   

   • adp test
   • 2 replies
   • 1.1k views
   • 
   • Below Ground
   • August 7, 2019

9. In Plan Roth Rollover - After Tax Basis Recovery

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

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

    By QP_Guy, June 12, 2019
    • 9 replies
    • 3.9k views
    • 
    • RatherBeGolfing
    • August 6, 2019

11. Amending SH effective date

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

12. Excluding union employees from safe harbor match?

    By Flyboyjohn, July 24, 2019   

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

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

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

14. Eligibility for Certain Employee

    By TPA Bob, July 30, 2019   

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

15. ACP Test in Safe Harbor Plan

    By BG5150, July 30, 2019
    • 3 replies
    • 2.7k views
    • 
    • AKconsult
    • August 5, 2019

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

    By baileybear, August 1, 2019
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • August 2, 2019

17. Sponsor left a MEP

    By CLE401kGuy, July 31, 2019
    • 4 replies
    • 2.4k views
    • 
    • MSN
    • August 2, 2019

18. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2.2k views
    • 
    • austin3515
    • July 30, 2019

19. USERRA - Make-up Contributions

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

20. Bloated Forfeiture Account

    By BERPA, July 25, 2019
    • 11 replies
    • 4k views
    • 
    • rr_sphr
    • July 30, 2019

21. Employees with Prevailing Wages

    By coleboy, April 18, 2018
    • 7 replies
    • 3.5k views
    • 
    • Belgarath
    • July 30, 2019

22. Safe Harbor Plan and Hardship issue

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

23. 2019-19 EPCRS

    By austin3515, July 25, 2019
    • 11 replies
    • 2.4k views
    • 
    • Luke Bailey
    • July 26, 2019

24. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

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

25. ASG vs. MEP

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

26. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 2.8k views
    • 
    • LisaS
    • July 26, 2019

27. Removing Auto Enrollment Feature

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

28. Merging Safe Harbor Plan Mid Year

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

29. Affiliated Service Group?

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

30. 401k Eligibility

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

31. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 1k views
    • 
    • Kristina
    • July 24, 2019

32. Change initial Plan Year for SH Plan?

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

33. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • July 24, 2019

34. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 4.4k views
    • 
    • PensionPete
    • July 23, 2019

35. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • July 23, 2019

36. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 22, 2019

37. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.5k views
    • 
    • JustMe
    • July 22, 2019

38. 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
    • 2k views
    • 
    • NW529
    • July 22, 2019

39. FBO Account Fee Disclosure

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

40. SImple plan - missed deposits

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

41. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 1k views
    • 
    • Purplemandinga
    • July 19, 2019

42. 401k to Simple 401k

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

43. 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
    • 4.4k views
    • 
    • Bri
    • July 18, 2019

44. EPCRS Corrections "Resemble" Appendixes

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

45. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • July 18, 2019

46. VCP Submission Timing

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

47. Add stated match to SH plan mid year?

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

48. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.4k views
    • 
    • Mr Bagwell
    • July 16, 2019

49. Partner in the testing?

    By Earl, July 13, 2019
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • July 16, 2019

50. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.3k views
    • 
    • Kphelps
    • July 16, 2019