401(k) Plans

19,533 topics in this forum

1. Timely Enrollment Errors - Who is Monitoring

   By ldr, July 24, 2019   

   • enrollment
   • epcrs
   • 2 replies
   • 1.5k views
   • 
   • ldr
   • July 26, 2019

2. ASG vs. MEP

   By cerickson, July 25, 2019
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • July 26, 2019

3. Foreign company with U.S. employees

   By LisaS, July 16, 2019   

   • foreign corporation with u.s. employees
   • 7 replies
   • 3.6k views
   • 
   • LisaS
   • July 26, 2019

4. Removing Auto Enrollment Feature

   By kpickering, July 26, 2019
   • 0 replies
   • 1.2k views
   • 
   • kpickering
   • July 26, 2019

5. Merging Safe Harbor Plan Mid Year

   By 52626, July 24, 2019
   • 1 reply
   • 1.7k views
   • 
   • Luke Bailey
   • July 25, 2019

6. Affiliated Service Group?

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

7. 401k Eligibility

   By RP, July 24, 2019
   • 3 replies
   • 1.3k views
   • 
   • Patricia Neal Jensen
   • July 24, 2019

8. Form 8955-SSA (Check mark column)

   By Christopher Wilson, July 23, 2019
   • 3 replies
   • 1.4k views
   • 
   • Kristina
   • July 24, 2019

9. Change initial Plan Year for SH Plan?

   By BG5150, July 23, 2019
   • 2 replies
   • 1.1k views
   • 
   • Luke Bailey
   • July 24, 2019

10. Failure to provide auto enroll notice

    By SadieJane, July 24, 2019
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • July 24, 2019

11. Withdrawal of Participating Employer

    By RLR, June 27, 2018
    • 6 replies
    • 5k views
    • 
    • PensionPete
    • July 23, 2019

12. Controlled Group

    By Jeff Young, July 19, 2019
    • 7 replies
    • 2.3k views
    • 
    • Luke Bailey
    • July 23, 2019

13. 414(s) compensation

    By cdavis25, July 19, 2019
    • 6 replies
    • 1.9k views
    • 
    • Luke Bailey
    • July 22, 2019

14. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 2k views
    • 
    • JustMe
    • July 22, 2019

15. 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
    • 2.4k views
    • 
    • NW529
    • July 22, 2019

16. FBO Account Fee Disclosure

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

17. SImple plan - missed deposits

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

18. Prevailing Wage Disproportionate QNEC Question

    By Purplemandinga, July 19, 2019
    • 0 replies
    • 1.4k views
    • 
    • Purplemandinga
    • July 19, 2019

19. 401k to Simple 401k

    By cpc0506, July 17, 2019
    • 3 replies
    • 1.5k views
    • 
    • digger
    • July 18, 2019

20. 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
    • 5.4k views
    • 
    • Bri
    • July 18, 2019

21. EPCRS Corrections "Resemble" Appendixes

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

22. Plan Entry Comp

    By DocumentDiva, July 16, 2019
    • 7 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • July 18, 2019

23. VCP Submission Timing

    By Stash026, July 9, 2019
    • 6 replies
    • 2.2k views
    • 
    • Centerstage
    • July 17, 2019

24. Add stated match to SH plan mid year?

    By BG5150, July 16, 2019
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • July 17, 2019

25. Entry Dates for Short Plan Year

    By Mr Bagwell, July 15, 2019   

    • entry dates
    • short plan year
    • 5 replies
    • 1.8k views
    • 
    • Mr Bagwell
    • July 16, 2019

26. Partner in the testing?

    By Earl, July 13, 2019
    • 3 replies
    • 1.6k views
    • 
    • Earl
    • July 16, 2019

27. Prefilling forms w. names and addresses

    By austin3515, July 11, 2019
    • 6 replies
    • 1.8k views
    • 
    • Kphelps
    • July 16, 2019

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

    By BG5150, July 11, 2019
    • 17 replies
    • 2.7k views
    • 
    • BG5150
    • July 15, 2019

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

    By Peter Gulia, July 12, 2019
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • July 15, 2019

30. Safe harbor 401-k Plan Termination

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

31. Schedule D

    By Christopher Wilson, July 12, 2019
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • July 13, 2019

32. Tribal 401(k) Plans

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

33. reimbursement for investment expense

    By justanotheradmin, July 10, 2019
    • 9 replies
    • 2.5k views
    • 
    • Bird
    • July 12, 2019

34. 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
    • 17.7k views
    • 
    • Appleby
    • July 11, 2019

35. Pro-rated service requirement short plan year.

    By R. Butler, July 10, 2019
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 11, 2019

36. Privacy and safety re: 401k Loan

    By interestedparty, August 27, 2015   

    • privacy and expediency
    • 16 replies
    • 5k views
    • 
    • BigMitch
    • July 10, 2019

37. Creative Solutions for HCEs

    By ldr, June 26, 2019   

    • hce
    • coverage
    • (and 2 more)

      Tagged with:

      • hce
      • coverage
      • non-discrimination
      • executive compensation
    • 38 replies
    • 6.7k views
    • 
    • loserson
    • July 10, 2019

38. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 3.3k views
    • 
    • atypicalguy
    • July 10, 2019

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

    By BG5150, July 9, 2019
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • July 9, 2019

40. ER's payroll cannot support loan payments

    By BG5150, July 9, 2019
    • 14 replies
    • 1.9k views
    • 
    • BG5150
    • July 9, 2019

41. 401k Catch-up Contributions

    By JerT, July 2, 2019
    • 12 replies
    • 1.9k views
    • 
    • Mr Bagwell
    • July 9, 2019

42. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro, July 8, 2019
    • 1 reply
    • 1.1k views
    • 
    • CuseFan
    • July 9, 2019

43. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21, July 8, 2019
    • 2 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 8, 2019

44. Contribution Only to Selected Participants

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

45. Fidelity Bond

    By 401(k)athryn, July 3, 2019
    • 6 replies
    • 2.4k views
    • 
    • 401(k)athryn
    • July 8, 2019

46. Form 5500 Question Part III 8(b)

    By SJones, July 4, 2019   

    • 5500
    • income
    • (and 1 more)

      Tagged with:

      • 5500
      • income
      • loss
    • 5 replies
    • 2.9k views
    • 
    • SJones
    • July 6, 2019

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

    By cheersmate, July 2, 2019   

    • payroll error
    • 13 replies
    • 3k views
    • 
    • cheersmate
    • July 4, 2019

48. Added SHM to plan mid-year. Oops

    By BG5150, July 2, 2019
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • July 3, 2019

49. T Rowe Price 401k plan

    By csanch11, July 1, 2019
    • 4 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • July 2, 2019

50. Distributable event triggered due to warehouse closure?

    By PINO, July 2, 2019
    • 3 replies
    • 1k views
    • 
    • Bri
    • July 2, 2019