401(k) Plans

19,362 topics in this forum

1. What happens if SHM is "late"?

   By BG5150, June 14, 2019
   • 7 replies
   • 1.8k views
   • 
   • RatherBeGolfing
   • June 20, 2019

2. LLC to S-Corp and Plan Amendment?

   By throwawaymycpa, June 19, 2019
   • 1 reply
   • 694 views
   • 
   • justanotheradmin
   • June 19, 2019

3. Terminated Plan did not fund safe harbor before distributing all plan assets

   By Pammie57, June 18, 2019
   • 3 replies
   • 777 views
   • 
   • ESOP Guy
   • June 18, 2019

4. For-profit controls not-for-profit - Controlled Group?

   By Purplemandinga, June 17, 2019
   • 2 replies
   • 897 views
   • 
   • Purplemandinga
   • June 18, 2019

5. Hardship Amount Available?

   By rr_sphr, June 13, 2019
   • 6 replies
   • 1.6k views
   • 
   • Pam Shoup
   • June 14, 2019

6. Hardship to purchase primary residence

   By 52626, June 13, 2019
   • 5 replies
   • 1.1k views
   • 
   • Bri
   • June 14, 2019

7. Fixing controlled group coverage failure

   By JPete, June 14, 2019
   • 0 replies
   • 464 views
   • 
   • JPete
   • June 14, 2019

8. Summary Annual Report Model Notice Updates

   By 5500sorBust, June 11, 2019
   • 6 replies
   • 3.4k views
   • 
   • Kristina
   • June 13, 2019

9. Trust received check without a participant identified

   By waid10, May 24, 2019
   • 6 replies
   • 1.3k views
   • 
   • chc93
   • June 13, 2019

10. Safe Harbor Mid Year Retroactive Amendment

    By susieQ, June 12, 2019
    • 1 reply
    • 834 views
    • 
    • Kevin C
    • June 13, 2019

11. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

    By BG5150, June 4, 2019
    • 11 replies
    • 1.4k views
    • 
    • BG5150
    • June 13, 2019

12. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • June 13, 2019

13. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

    • 415 limit
    • cushion amount
    • 0 replies
    • 385 views
    • 
    • Kingpin
    • June 12, 2019

14. EACA: Where to start auto-deferrals after rehire

    By BG5150, June 11, 2019
    • 3 replies
    • 3.4k views
    • 
    • Kevin C
    • June 12, 2019

15. Controlled Group Testing & Coverage

    By justatester, June 10, 2019
    • 1 reply
    • 471 views
    • 
    • CuseFan
    • June 11, 2019

16. ACP Refund Due Right After In-Service

    By austin3515, June 7, 2019
    • 18 replies
    • 2.4k views
    • 
    • loserson
    • June 11, 2019

17. Eligibility in a New Safe Harbor 401k Plan

    By Pammie57, June 10, 2019
    • 1 reply
    • 499 views
    • 
    • CuseFan
    • June 10, 2019

18. Is 0% considered a deferral election?

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

19. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

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

20. 401k Medical Hardship Reimbursement

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

21. Foreign Company 401(k)

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

22. Combining account balances upon death

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

23. 401k and TSP deferrals

    By mjf06241972, June 4, 2019
    • 2 replies
    • 1k views
    • 
    • mjf06241972
    • June 4, 2019

24. Schedule D-Form 5500

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

25. Controlled Group - Employee-Owned Stock Exclusion

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

26. After Tax Contributions

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

27. Safe Harbor Contribution on Wage Settlement Penalty

    By Zoey, May 29, 2019
    • 2 replies
    • 1.5k views
    • 
    • Zoey
    • June 3, 2019

28. Direct Rollover 401k to IRA

    By PensionPrisoner, May 30, 2019
    • 5 replies
    • 1.7k views
    • 
    • PensionPrisoner
    • June 1, 2019

29. Stock sale brother sister

    By pjb1835, May 31, 2019
    • 3 replies
    • 1k views
    • 
    • Luke Bailey
    • May 31, 2019

30. Stale Check with Plan Transfer

    By MSN, May 24, 2019
    • 9 replies
    • 1.4k views
    • 
    • FPGuy
    • May 31, 2019

31. Elective Contribution Elections -

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

32. 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
    • 1.5k views
    • 
    • ldr
    • May 29, 2019

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

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.5k views
    • 
    • RayRay
    • May 29, 2019

34. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.2k views
    • 
    • RayRay
    • May 29, 2019

35. Short plan year and YOS for vesting

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

36. non-spouse beneficiary & RMDs

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

37. Loan Rollover of Offset Loan

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

38. EPCRS - Revenue Procedure 2019--19

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

39. correction under EPCRS for missed deferrals

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

40. QNEC in testing

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

41. Automatic Stay and 'Home Bill" Loans

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

42. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu, May 15, 2019
    • 6 replies
    • 2.1k views
    • 
    • justanotheradmin
    • May 21, 2019

43. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.5k views
    • 
    • C. B. Zeller
    • May 20, 2019

44. Service Based Match Rate Fails BRF Test

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

45. 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
    • 2.4k views
    • 
    • RatherBeGolfing
    • May 17, 2019

46. terminating a safe harbor plan due to retirement

    By cpc0506, May 16, 2019   

    • company closing due to retirement of owner
    • 5 replies
    • 2.2k views
    • 
    • Bird
    • May 17, 2019

47. Missed sending Disclosure

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

48. Eligibility Computation Period for Re-Hired Employees

    By Vlad401k, May 15, 2019
    • 3 replies
    • 3.1k views
    • 
    • Doc Ument
    • May 17, 2019

49. Employees unionize, match not bargained

    By JustnERPA, May 7, 2019
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • May 16, 2019

50. Allocation schedule vs. Payroll report

    By 401king, May 15, 2019
    • 4 replies
    • 1.9k views
    • 
    • 401king
    • May 16, 2019