401(k) Plans

19,423 topics in this forum

1. Controlled Group

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

2. 414(s) compensation

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

3. Safe harbor match - document silent on calculation period

   By WCC, April 3, 2019
   • 6 replies
   • 1.6k views
   • 
   • JustMe
   • July 22, 2019

4. 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

5. FBO Account Fee Disclosure

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

6. SImple plan - missed deposits

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

7. Prevailing Wage Disproportionate QNEC Question

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

8. 401k to Simple 401k

   By cpc0506, July 17, 2019
   • 3 replies
   • 1k views
   • 
   • digger
   • July 18, 2019

9. 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
   • 4.6k views
   • 
   • Bri
   • July 18, 2019

10. EPCRS Corrections "Resemble" Appendixes

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

11. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • July 18, 2019

12. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 1.9k views
    • 
    • Centerstage
    • July 17, 2019

13. Add stated match to SH plan mid year?

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

14. 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

15. Partner in the testing?

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

16. Prefilling forms w. names and addresses

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

17. Does a personal tax extension extend the 402(g) distribution date?

    By BG5150, July 11, 2019
    • 17 replies
    • 1.9k views
    • 
    • BG5150
    • July 15, 2019

18. Does disobeying the written plan tax-disqualify the plan?

    By Peter Gulia, July 12, 2019
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • July 15, 2019

19. Safe harbor 401-k Plan Termination

    By KevinMc, July 12, 2019
    • 1 reply
    • 711 views
    • 
    • Bird
    • July 15, 2019

20. Schedule D

    By Christopher Wilson, July 12, 2019
    • 1 reply
    • 802 views
    • 
    • chc93
    • July 13, 2019

21. Tribal 401(k) Plans

    By TPApril, July 12, 2019
    • 0 replies
    • 473 views
    • 
    • TPApril
    • July 12, 2019

22. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • July 12, 2019

23. Beneficiary is estate -- inherited IRA?

    By LauraS, July 3, 2019   

    • 401k
    • death benefit
    • (and 2 more)

      Tagged with:

      • 401k
      • death benefit
      • beneficiary; estate
      • inherited ira
    • 19 replies
    • 13.6k views
    • 
    • Appleby
    • July 11, 2019

24. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 788 views
    • 
    • Tom Poje
    • July 11, 2019

25. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 3.9k views
    • 
    • BigMitch
    • July 10, 2019

26. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 4.8k views
    • 
    • loserson
    • July 10, 2019

27. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 3k views
    • 
    • atypicalguy
    • July 10, 2019

28. What does "reduction" of a safe harbor benefit mean?

    By BG5150, July 9, 2019
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • July 9, 2019

29. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1.2k views
    • 
    • BG5150
    • July 9, 2019

30. 401k Catch-up Contributions

    By JerT, July 2, 2019
    • 12 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • July 9, 2019

31. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro, July 8, 2019
    • 1 reply
    • 689 views
    • 
    • CuseFan
    • July 9, 2019

32. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 2 replies
    • 865 views
    • 
    • Luke Bailey
    • July 8, 2019

33. Contribution Only to Selected Participants

    By Nancy Pritz, July 3, 2019
    • 2 replies
    • 621 views
    • 
    • Patricia Neal Jensen
    • July 8, 2019

34. Fidelity Bond

    By 401(k)athryn, July 3, 2019
    • 6 replies
    • 1.7k views
    • 
    • 401(k)athryn
    • July 8, 2019

35. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 2k views
    • 
    • SJones
    • July 6, 2019

36. Deferrals erroneously withheld from bonuses, not remitted to plan

    By cheersmate, July 2, 2019   

    • payroll error
    • 13 replies
    • 2.1k views
    • 
    • cheersmate
    • July 4, 2019

37. Added SHM to plan mid-year. Oops

    By BG5150, July 2, 2019
    • 4 replies
    • 636 views
    • 
    • BG5150
    • July 3, 2019

38. T Rowe Price 401k plan

    By csanch11, July 1, 2019
    • 4 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • July 2, 2019

39. Distributable event triggered due to warehouse closure?

    By PINO, July 2, 2019
    • 3 replies
    • 683 views
    • 
    • Bri
    • July 2, 2019

40. No Profit Sharing - do I file a 5500

    By PainPA, June 28, 2019
    • 14 replies
    • 3.8k views
    • 
    • Flyboyjohn
    • July 2, 2019

41. Contributions in Multiple Plans

    By Stash026, July 2, 2019
    • 2 replies
    • 624 views
    • 
    • Lou S.
    • July 2, 2019

42. Auto-Enrollment

    By jpod, July 1, 2019
    • 6 replies
    • 839 views
    • 
    • RatherBeGolfing
    • July 2, 2019

43. 1300 Hours for PS Contribution

    By susieQ, June 27, 2019
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 1, 2019

44. Contribution Rules When Have More than one participating employer

    By arthurkagan, June 27, 2019
    • 1 reply
    • 1k views
    • 
    • Flyboyjohn
    • June 29, 2019

45. Voluntary Contributions

    By thepensionmaven, April 29, 2019
    • 28 replies
    • 3.9k views
    • 
    • justanotheradmin
    • June 28, 2019

46. Enrollment Date

    By mjf06241972, June 27, 2019
    • 2 replies
    • 635 views
    • 
    • Bird
    • June 28, 2019

47. Can I eliminate partial withdrawals for termed?

    By BG5150, June 27, 2019
    • 2 replies
    • 1k views
    • 
    • BG5150
    • June 27, 2019

48. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 5.9k views
    • 
    • Below Ground
    • June 27, 2019

49. deductible fees?

    By M Norton, June 20, 2019
    • 3 replies
    • 926 views
    • 
    • M Norton
    • June 27, 2019

50. Partnership calendar year plan putting deferrals for 2018, for partners on July 1st

    By Jim Chad, June 25, 2019
    • 3 replies
    • 615 views
    • 
    • 401king
    • June 27, 2019