401(k) Plans

19,321 topics in this forum

1. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

   By AdKu, May 15, 2019
   • 6 replies
   • 1.9k views
   • 
   • justanotheradmin
   • May 21, 2019

2. ADP Refund After $$ rolled out of plan

   By ratherbereading, May 20, 2019   

   • hce adp refund
   • 1 reply
   • 1.4k views
   • 
   • C. B. Zeller
   • May 20, 2019

3. Service Based Match Rate Fails BRF Test

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

4. 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
   • 2.3k views
   • 
   • RatherBeGolfing
   • May 17, 2019

5. 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

6. Missed sending Disclosure

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

7. Eligibility Computation Period for Re-Hired Employees

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

8. Employees unionize, match not bargained

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

9. Allocation schedule vs. Payroll report

   By 401king, May 15, 2019
   • 4 replies
   • 1.7k views
   • 
   • 401king
   • May 16, 2019

10. Age limit to after-tax 401(k) w/conversions to Roth?

    By matthny, May 13, 2019
    • 3 replies
    • 516 views
    • 
    • matthny
    • May 15, 2019

11. Minimum Required Distribution

    By Scott50, May 14, 2019
    • 3 replies
    • 996 views
    • 
    • Lou S.
    • May 15, 2019

12. GUST Basic Plan Document Search

    By steverenner, May 13, 2019
    • 5 replies
    • 1.3k views
    • 
    • steverenner
    • May 15, 2019

13. Controlled Group or Multi Employer Plan??

    By Pammie57, May 14, 2019
    • 1 reply
    • 429 views
    • 
    • Luke Bailey
    • May 14, 2019

14. 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

15. Marriage after designation of death beneficiary

    By J Simmons, May 9, 2019
    • 9 replies
    • 4k views
    • 
    • loserson
    • May 14, 2019

16. Removing True Up mid year from Safe Harbor Plan

    By 52626, May 13, 2019
    • 3 replies
    • 2.4k views
    • 
    • Below Ground
    • May 14, 2019

17. Start new 401(k) within 12 months of terminating PSP?

    By 401king, May 8, 2019
    • 7 replies
    • 3.7k views
    • 
    • Carol V. Calhoun
    • May 13, 2019

18. 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

19. QKA (DC-1 and DC-2) used materials

    By Sammiemor, May 8, 2019
    • 6 replies
    • 4.1k views
    • 
    • Dave Baker
    • May 13, 2019

20. Match True UP

    By 52626, May 9, 2019
    • 3 replies
    • 541 views
    • 
    • Luke Bailey
    • May 10, 2019

21. Naming Individual as "Directed Trustee"

    By austin3515, May 10, 2019
    • 6 replies
    • 938 views
    • 
    • Luke Bailey
    • May 10, 2019

22. Date of Adoption Agreement Signatures

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

23. Student Loan Program - Match Exclusion Method

    By Gruegen, May 9, 2019
    • 4 replies
    • 705 views
    • 
    • Luke Bailey
    • May 10, 2019

24. compensation question yet again!!

    By pmacduff, May 9, 2019
    • 1 reply
    • 655 views
    • 
    • justanotheradmin
    • May 9, 2019

25. Current EACA change

    By pmacduff, May 8, 2019
    • 1 reply
    • 849 views
    • 
    • msmith
    • May 9, 2019

26. Hardship Distributions / Elective Deferral Prohibition

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

27. Plan Design - owner w/low pay wants higher contributions

    By chuTzPA, May 8, 2019
    • 3 replies
    • 543 views
    • 
    • shERPA
    • May 8, 2019

28. IRS Pension Plan Burden Survey

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

29. Control Group to Multiple ER plan

    By doombuggy, May 8, 2019   

    • control groups
    • multiple employer plan
    • 0 replies
    • 356 views
    • 
    • doombuggy
    • May 8, 2019

30. Control Group Coverage Test

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

31. SNHEC with Match and PS?

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

32. 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

33. 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

34. Ransomware / Missed Deferrals

    By TPA Bob, May 6, 2019   

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

35. Control Group

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

36. Late Loan Offset

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

37. Eligibility

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

38. Recordkeeper - incorrect report? Involve the DOL?

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

39. Independent Contractor - Prior Service

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

40. Successor Plan question

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

41. Two Plans, both provide Top Heavy

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

42. Sample 404a5 Notice with Employer Securities

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

43. Rules on NRA with Market-value adjustment

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

44. College Tuition 401k Hardship Withdrawal Question

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

45. Safe Harbor 401(k) Plan/Failed 414s compensation test

    By rew, March 11, 2019
    • 12 replies
    • 7.1k views
    • 
    • Belgarath
    • May 1, 2019

46. Vesting

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

47. HCE Determination - Acquisition

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

48. Plan Audit Fees Charged to the Plan?

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

49. Combining Sources

    By 401k Nut, April 25, 2019   

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

50. Definition of Actively Employed...

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