401(k) Plans

19,499 topics in this forum

1. In Plan Roth Rollover - After Tax Basis Recovery

   By Gruegen, August 6, 2019
   • 1 reply
   • 1.3k views
   • 
   • hr for me
   • August 7, 2019

2. EPCRS, corrected part loan: treatment of now incorrect 1099R

   By QP_Guy, June 12, 2019
   • 9 replies
   • 4.4k views
   • 
   • RatherBeGolfing
   • August 6, 2019

3. Amending SH effective date

   By BG5150, August 6, 2019
   • 3 replies
   • 736 views
   • 
   • Mike Preston
   • August 6, 2019

4. Excluding union employees from safe harbor match?

   By Flyboyjohn, July 24, 2019   

   • union
   • safe harbor
   • 7 replies
   • 3k views
   • 
   • AMDG
   • August 6, 2019

5. Blackout Notices for Transfers out of a MEP 5500 disclosure

   By Purplemandinga, August 5, 2019
   • 2 replies
   • 924 views
   • 
   • Purplemandinga
   • August 6, 2019

6. Eligibility for Certain Employee

   By TPA Bob, July 30, 2019   

   • eligibility
   • 8 replies
   • 1.9k views
   • 
   • loserson
   • August 5, 2019

7. ACP Test in Safe Harbor Plan

   By BG5150, July 30, 2019
   • 3 replies
   • 2.9k views
   • 
   • AKconsult
   • August 5, 2019

8. Board resolution used to limit deferral percentage and define catch-up contributions

   By baileybear, August 1, 2019
   • 7 replies
   • 1.7k views
   • 
   • Luke Bailey
   • August 2, 2019

9. Sponsor left a MEP

   By CLE401kGuy, July 31, 2019
   • 4 replies
   • 2.6k views
   • 
   • MSN
   • August 2, 2019

10. EPCRS Loan Correction

    By austin3515, July 29, 2019
    • 18 replies
    • 2.6k views
    • 
    • austin3515
    • July 30, 2019

11. USERRA - Make-up Contributions

    By 401(k)athryn, July 29, 2019
    • 1 reply
    • 1.3k views
    • 
    • Bri
    • July 30, 2019

12. Bloated Forfeiture Account

    By BERPA, July 25, 2019
    • 11 replies
    • 4.4k views
    • 
    • rr_sphr
    • July 30, 2019

13. Employees with Prevailing Wages

    By coleboy, April 18, 2018
    • 7 replies
    • 3.9k views
    • 
    • Belgarath
    • July 30, 2019

14. Safe Harbor Plan and Hardship issue

    By cpc0506, July 29, 2019
    • 1 reply
    • 850 views
    • 
    • Luke Bailey
    • July 29, 2019

15. 2019-19 EPCRS

    By austin3515, July 25, 2019
    • 11 replies
    • 2.8k views
    • 
    • Luke Bailey
    • July 26, 2019

16. Timely Enrollment Errors - Who is Monitoring

    By ldr, July 24, 2019   

    • enrollment
    • epcrs
    • 2 replies
    • 1.3k views
    • 
    • ldr
    • July 26, 2019

17. ASG vs. MEP

    By cerickson, July 25, 2019
    • 3 replies
    • 969 views
    • 
    • david rigby
    • July 26, 2019

18. Foreign company with U.S. employees

    By LisaS, July 16, 2019   

    • foreign corporation with u.s. employees
    • 7 replies
    • 3.3k views
    • 
    • LisaS
    • July 26, 2019

19. Removing Auto Enrollment Feature

    By kpickering, July 26, 2019
    • 0 replies
    • 1.1k views
    • 
    • kpickering
    • July 26, 2019

20. Merging Safe Harbor Plan Mid Year

    By 52626, July 24, 2019
    • 1 reply
    • 1.5k views
    • 
    • Luke Bailey
    • July 25, 2019

21. Affiliated Service Group?

    By sdix401k, July 24, 2019
    • 1 reply
    • 894 views
    • 
    • Bill Presson
    • July 25, 2019

22. 401k Eligibility

    By RP, July 24, 2019
    • 3 replies
    • 1.1k views
    • 
    • Patricia Neal Jensen
    • July 24, 2019

23. Form 8955-SSA (Check mark column)

    By Christopher Wilson, July 23, 2019
    • 3 replies
    • 1.2k views
    • 
    • Kristina
    • July 24, 2019

24. Change initial Plan Year for SH Plan?

    By BG5150, July 23, 2019
    • 2 replies
    • 930 views
    • 
    • Luke Bailey
    • July 24, 2019

25. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 2.2k views
    • 
    • Belgarath
    • July 24, 2019

26. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 4.8k views
    • 
    • PensionPete
    • July 23, 2019

27. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 2.1k views
    • 
    • Luke Bailey
    • July 23, 2019

28. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.7k views
    • 
    • Luke Bailey
    • July 22, 2019

29. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.9k views
    • 
    • JustMe
    • July 22, 2019

30. 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
    • 2.2k views
    • 
    • NW529
    • July 22, 2019

31. FBO Account Fee Disclosure

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

32. SImple plan - missed deposits

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

33. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 1.1k views
    • 
    • Purplemandinga
    • July 19, 2019

34. 401k to Simple 401k

    By cpc0506, July 17, 2019
    • 3 replies
    • 1.3k views
    • 
    • digger
    • July 18, 2019

35. 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
    • 5.1k views
    • 
    • Bri
    • July 18, 2019

36. EPCRS Corrections "Resemble" Appendixes

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

37. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • July 18, 2019

38. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 2.1k views
    • 
    • Centerstage
    • July 17, 2019

39. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • July 17, 2019

40. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.6k views
    • 
    • Mr Bagwell
    • July 16, 2019

41. Partner in the testing?

    By Earl, July 13, 2019
    • 3 replies
    • 1.5k views
    • 
    • Earl
    • July 16, 2019

42. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.6k views
    • 
    • Kphelps
    • July 16, 2019

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

    By BG5150, July 11, 2019
    • 17 replies
    • 2.4k views
    • 
    • BG5150
    • July 15, 2019

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

    By Peter Gulia, July 12, 2019
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • July 15, 2019

45. Safe harbor 401-k Plan Termination

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

46. Schedule D

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

47. Tribal 401(k) Plans

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

48. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 2.3k views
    • 
    • Bird
    • July 12, 2019

49. 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
    • 16.5k views
    • 
    • Appleby
    • July 11, 2019

50. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 11, 2019