401(k) Plans

19,321 topics in this forum

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

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

2. Hardship Distributions / Elective Deferral Prohibition

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

3. IRS Pension Plan Burden Survey

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

4. Date of Adoption Agreement Signatures

   By khn, May 7, 2019
   • 12 replies
   • 3.1k views
   • 
   • Luke Bailey
   • May 10, 2019

5. SNHEC with Match and PS?

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

6. Employees unionize, match not bargained

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

7. 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

8. Ransomware / Missed Deferrals

   By TPA Bob, May 6, 2019   

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

9. Control Group Coverage Test

   By pixmax, May 6, 2019
   • 7 replies
   • 1.1k views
   • 
   • Luke Bailey
   • May 8, 2019

10. Default Enrollments - how important are they?

    By ldr, May 3, 2019   

    • investments
    • elections
    • (and 1 more)

      Tagged with:

      • investments
      • elections
      • enrollment
    • 3 replies
    • 1k views
    • 
    • ldr
    • May 6, 2019

11. Successor Plan question

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

12. Two Plans, both provide Top Heavy

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

13. Independent Contractor - Prior Service

    By 52626, May 2, 2019
    • 4 replies
    • 1.7k views
    • 
    • Luke Bailey
    • May 3, 2019

14. Sample 404a5 Notice with Employer Securities

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

15. 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
    • 1.7k views
    • 
    • Cardscrazy
    • May 6, 2019

16. Control Group

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

17. College Tuition 401k Hardship Withdrawal Question

    By College Run, May 1, 2019
    • 2 replies
    • 2.9k views
    • 
    • Pam Shoup
    • May 1, 2019

18. Recordkeeper - incorrect report? Involve the DOL?

    By justanotheradmin, April 30, 2019
    • 10 replies
    • 1.2k views
    • 
    • david rigby
    • May 3, 2019

19. Eligibility

    By thepensionmaven, April 30, 2019
    • 5 replies
    • 2.2k views
    • 
    • ACK
    • May 3, 2019

20. Vesting

    By wifrbr, April 30, 2019
    • 6 replies
    • 1.4k views
    • 
    • Doc Ument
    • April 30, 2019

21. Voluntary Contributions

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

22. HCE Determination - Acquisition

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

23. Definition of Actively Employed...

    By Stash026, April 25, 2019
    • 2 replies
    • 1.6k views
    • 
    • Luke Bailey
    • April 26, 2019

24. Combining Sources

    By 401k Nut, April 25, 2019   

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

25. Profit Sharing after taxes are filed

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

26. RMD on 401-k

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

27. Corbel / Collapsible Adoption Agreement

    By austin3515, April 24, 2019
    • 7 replies
    • 2.8k views
    • 
    • Bird
    • April 26, 2019

28. Loan Maintenance Fees Added at new Vendor

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

29. Roll IRA Into 401(k) Plan

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

30. Per Stirpes Beneficiary Designation

    By sdix401k, April 23, 2019
    • 6 replies
    • 2.8k views
    • 
    • sdix401k
    • April 26, 2019

31. ACP test required?

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

32. Late Loan Offset

    By 401(k)athryn, April 23, 2019
    • 7 replies
    • 1.9k views
    • 
    • ldr
    • May 3, 2019

33. Plan Audit Fees Charged to the Plan?

    By Pammie57, April 23, 2019
    • 7 replies
    • 4.5k views
    • 
    • Peter Gulia
    • April 29, 2019

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

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

35. 402(g) Refund not processed by employer

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

36. Hours required for Vesting Year of Service

    By AATPA, April 22, 2019
    • 17 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 23, 2019

37. Student Loan 401(k) program

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

38. Deferral Eligibility Amendment Safe Harbor Plan

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

39. 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

40. determining what are salary deferrals

    By AJC, April 19, 2019
    • 6 replies
    • 1.3k views
    • 
    • AJC
    • April 23, 2019

41. Changing from eligible to excluded class

    By Debbie A., April 19, 2019
    • 6 replies
    • 6.7k views
    • 
    • Luke Bailey
    • April 22, 2019

42. Profit sharing plan vesting for departed employee?

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

43. 401(k) deferral understated

    By poisnivey, April 18, 2019   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

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

44. Rules on NRA with Market-value adjustment

    By CFP, April 18, 2019
    • 6 replies
    • 1.4k views
    • 
    • Patricia Neal Jensen
    • May 1, 2019

45. Employer has been notified of "invalid" SSNs

    By cheersmate, April 17, 2019   

    • illegal aliens
    • invalid ssn
    • 7 replies
    • 3.5k views
    • 
    • cheersmate
    • April 23, 2019

46. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.7k views
    • 
    • Jim Chad
    • April 16, 2019

47. Fund Change Notice Requirement

    By khn, April 16, 2019
    • 2 replies
    • 11.2k views
    • 
    • Peter Gulia
    • April 16, 2019

48. Participant has W2 + 1099 income; he also 'deferred' from both!

    By BG5150, April 12, 2019
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • April 15, 2019

49. ADP Test in Error

    By ConnieStorer, April 12, 2019
    • 2 replies
    • 673 views
    • 
    • ConnieStorer
    • April 12, 2019

50. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 624 views
    • 
    • Gilmore
    • April 12, 2019