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401(k) Plans

19,450 topics in this forum

  1. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 7.3k views

  2. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 520 views

  3. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.9k views

  4. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 549 views

  5. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 978 views

  6. 5330 line 3b

    By Lou81,
    • 3 replies
    • 1.1k views

  7. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 730 views

  8. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 591 views

  9. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1.2k views

  10. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal,   
    • 21 replies
    • 3.4k views

  11. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 889 views

  12. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 729 views

  13. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 2k views

  14. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.4k views

  15. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 631 views

  16. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 1k views

  17. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 2k views

  18. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 2.4k views

  19. Control Group Safe Harbor Plan with two different safe harbor contributions

    By lcollins300,   
    • 3 replies
    • 1.1k views

  20. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC,
    • 6 replies
    • 2.2k views

  21. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.8k views

  22. Non-Profits and New Comparability - Free Choice?

    By ldr,   
    • 5 replies
    • 890 views

  23. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 726 views

  24. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.7k views

  25. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.7k views

  26. Roth in Plan Doc but never wanted to offer it

    By PainPA,
    • 3 replies
    • 1.1k views

  27. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!,
    • 1 reply
    • 683 views

  28. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.5k views

  29. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 815 views

  30. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 11.7k views

  31. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.8k views

  32. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.2k views

  33. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 626 views

  34. 404a-5 requirements

    By Will,
    • 1 reply
    • 1.1k views

  35. sponsor 401(k) and SEP at same time?

    By M Norton,
    • 1 reply
    • 703 views

  36. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.5k views

  37. Loans

    By Tmile1928,
    • 1 reply
    • 725 views

  38. Loan help

    By greg,
    • 4 replies
    • 657 views

  39. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111,   
    • 7 replies
    • 1k views
    • Bri
    • Bri

  40. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.6k views

  41. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 684 views

  42. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 6.8k views

  43. "Employee Elective Deferral Failure" under RP 2019-19

    By Belgarath,
    • 2 replies
    • 1.5k views

  44. profit sharing deduction timing

    By Minnesota planner,
    • 19 replies
    • 2.8k views

  45. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 3.2k views

  46. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 659 views

  47. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown,
    • 9 replies
    • 1.5k views

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

    By Loves401(k),
    • 16 replies
    • 12.2k views

  49. VFCP vs. no VFCP

    By 401(k)athryn,
    • 3 replies
    • 2.2k views

  50. Missed Match True-Up Contributions

    By ERISAGal,
    • 2 replies
    • 1.5k views
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