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401(k) Plans

19,499 topics in this forum

  1. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 677 views

  2. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 2.1k views

  3. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 709 views

  4. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 1.2k views

  5. 5330 line 3b

    By Lou81,
    • 3 replies
    • 1.2k views

  6. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 871 views

  7. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 705 views

  8. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1.5k views

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

    By ERISAGal,   
    • 21 replies
    • 4k views

  10. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 1.1k views

  11. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 876 views

  12. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 2.3k views

  13. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.8k views

  14. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 874 views

  15. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 1.1k views

  16. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 2.3k views

  17. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 2.7k views

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

    By lcollins300,   
    • 3 replies
    • 1.3k views

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

    By WCC,
    • 6 replies
    • 2.4k views

  20. 1099 IC

    By ratherbereading,
    • 16 replies
    • 2.1k views

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

    By ldr,   
    • 5 replies
    • 1.1k views

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

    By BG5150,
    • 1 reply
    • 822 views

  23. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.9k views

  24. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 4.1k views

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

    By PainPA,
    • 3 replies
    • 1.3k views

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

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

  27. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.7k views

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

    By jpdc,
    • 0 replies
    • 907 views

  29. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 12.2k views

  30. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.9k views

  31. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.4k views

  32. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 723 views

  33. 404a-5 requirements

    By Will,
    • 1 reply
    • 1.2k views

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

    By M Norton,
    • 1 reply
    • 879 views

  35. Are RMDs triggered once a distribution is taken?

    By asdfgdfa,
    • 8 replies
    • 2.9k views

  36. Loans

    By Tmile1928,
    • 1 reply
    • 852 views

  37. Loan help

    By greg,
    • 4 replies
    • 827 views

  38. Safe Harbor 401k Closing / Contribution Requirements

    By jtbrown1111,   
    • 7 replies
    • 1.2k views
    • Bri
    • Bri

  39. Merging 2 Safe Harbor Plans mid year

    By austin3515,
    • 3 replies
    • 1.7k views

  40. Minimum distribution from 401(k) plan

    By rblum50,
    • 3 replies
    • 794 views

  41. Calculating 25% of eligible compensation for deductibility limit

    By gdlfa,
    • 6 replies
    • 7.2k views

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

    By Belgarath,
    • 2 replies
    • 1.7k views

  43. profit sharing deduction timing

    By Minnesota planner,
    • 19 replies
    • 3.3k views

  44. Plan Sponsor Reimbursement from Forfeiture Account

    By MarZDoates,
    • 8 replies
    • 3.5k views

  45. Safe Harbor Eligibility

    By Chippy,
    • 1 reply
    • 801 views

  46. Safe Harbor Non-Elective - Recordkeeper disagreement

    By imchipbrown,
    • 9 replies
    • 1.8k views

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

    By Loves401(k),
    • 16 replies
    • 12.7k views

  48. VFCP vs. no VFCP

    By 401(k)athryn,
    • 3 replies
    • 2.5k views

  49. Missed Match True-Up Contributions

    By ERISAGal,
    • 2 replies
    • 1.7k views

  50. Catch up contributions for short plan year

    By Pixie,   
    • 2 replies
    • 1.2k views
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