401(k) Plans

19,534 topics in this forum

1. Distributable event triggered due to warehouse closure?

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

2. No Profit Sharing - do I file a 5500

   By PainPA, June 28, 2019
   • 14 replies
   • 4.9k views
   • 
   • Flyboyjohn
   • July 2, 2019

3. Contributions in Multiple Plans

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

4. Auto-Enrollment

   By jpod, July 1, 2019
   • 6 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • July 2, 2019

5. 1300 Hours for PS Contribution

   By susieQ, June 27, 2019
   • 6 replies
   • 2.1k views
   • 
   • Tom Poje
   • July 1, 2019

6. Contribution Rules When Have More than one participating employer

   By arthurkagan, June 27, 2019
   • 1 reply
   • 1.3k views
   • 
   • Flyboyjohn
   • June 29, 2019

7. Voluntary Contributions

   By thepensionmaven, April 29, 2019
   • 28 replies
   • 5.3k views
   • 
   • justanotheradmin
   • June 28, 2019

8. Enrollment Date

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

9. Can I eliminate partial withdrawals for termed?

   By BG5150, June 27, 2019
   • 2 replies
   • 1.5k views
   • 
   • BG5150
   • June 27, 2019

10. Service contract Act and 401k

    By Liam, February 22, 2019
    • 3 replies
    • 6.5k views
    • 
    • Below Ground
    • June 27, 2019

11. deductible fees?

    By M Norton, June 20, 2019
    • 3 replies
    • 1.2k views
    • 
    • M Norton
    • June 27, 2019

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

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

13. Hardship - Unpaid Condo Fees

    By austin3515, June 26, 2019
    • 16 replies
    • 3.6k views
    • 
    • hr for me
    • June 27, 2019

14. Company match

    By csanch11, June 26, 2019
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • June 26, 2019

15. no longer a business and retired

    By mehmgo, June 21, 2019
    • 16 replies
    • 6.1k views
    • 
    • loserson
    • June 26, 2019

16. Eliminate Loan Availability to Term Ppts Permitted?

    By cheersmate, June 21, 2019   

    • loans
    • loan availability
    • (and 2 more)

      Tagged with:

      • loans
      • loan availability
      • loans for active participants only
      • brf
    • 2 replies
    • 1.8k views
    • 
    • loserson
    • June 24, 2019

17. Participant Loan of a Dying Employee

    By ldr, June 24, 2019   

    • loans
    • death
    • (and 1 more)

      Tagged with:

      • loans
      • death
      • medical leave
    • 5 replies
    • 1.3k views
    • 
    • ldr
    • June 24, 2019

18. New plan beginning participant counts for 5500

    By Purplemandinga, June 21, 2019
    • 6 replies
    • 1.5k views
    • 
    • Below Ground
    • June 22, 2019

19. Decreasing Tiered Profit Sharing Formula

    By EagerToKnow, June 20, 2019
    • 8 replies
    • 1.9k views
    • 
    • shERPA
    • June 21, 2019

20. Subsequent Eligibility Computation Period

    By Mr Bagwell, June 19, 2019   

    • plan entry
    • subsequent eligibility comp period
    • 5 replies
    • 1.9k views
    • 
    • Mr Bagwell
    • June 21, 2019

21. Top Heavy Contributions

    By Stash026, June 21, 2019
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 21, 2019

22. Reporting of late deferrals on Form 5500-SF

    By DDB BN, June 20, 2019
    • 3 replies
    • 1.7k views
    • 
    • ratherbereading
    • June 21, 2019

23. small plan w/s-h match but no NHCE takers

    By TPApril, June 21, 2019
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 21, 2019

24. Medicare insurance premiums allowable for hardship?

    By BG5150, June 19, 2019
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • June 20, 2019

25. What happens if SHM is "late"?

    By BG5150, June 14, 2019
    • 7 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • June 20, 2019

26. LLC to S-Corp and Plan Amendment?

    By throwawaymycpa, June 19, 2019
    • 1 reply
    • 1.1k views
    • 
    • justanotheradmin
    • June 19, 2019

27. Terminated Plan did not fund safe harbor before distributing all plan assets

    By Pammie57, June 18, 2019
    • 3 replies
    • 1.2k views
    • 
    • ESOP Guy
    • June 18, 2019

28. For-profit controls not-for-profit - Controlled Group?

    By Purplemandinga, June 17, 2019
    • 2 replies
    • 1.3k views
    • 
    • Purplemandinga
    • June 18, 2019

29. Hardship Amount Available?

    By rr_sphr, June 13, 2019
    • 6 replies
    • 2.5k views
    • 
    • Pam Shoup
    • June 14, 2019

30. Hardship to purchase primary residence

    By 52626, June 13, 2019
    • 5 replies
    • 1.5k views
    • 
    • Bri
    • June 14, 2019

31. Fixing controlled group coverage failure

    By JPete, June 14, 2019
    • 0 replies
    • 921 views
    • 
    • JPete
    • June 14, 2019

32. Summary Annual Report Model Notice Updates

    By 5500sorBust, June 11, 2019
    • 6 replies
    • 4.1k views
    • 
    • Kristina
    • June 13, 2019

33. Trust received check without a participant identified

    By waid10, May 24, 2019
    • 6 replies
    • 1.9k views
    • 
    • chc93
    • June 13, 2019

34. Safe Harbor Mid Year Retroactive Amendment

    By susieQ, June 12, 2019
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • June 13, 2019

35. Participant doesn't want to lose Medicaid benefits, plan is Safe Harbor

    By BG5150, June 4, 2019
    • 11 replies
    • 2.1k views
    • 
    • BG5150
    • June 13, 2019

36. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • June 13, 2019

37. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

    • 415 limit
    • cushion amount
    • 0 replies
    • 676 views
    • 
    • Kingpin
    • June 12, 2019

38. EACA: Where to start auto-deferrals after rehire

    By BG5150, June 11, 2019
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • June 12, 2019

39. Controlled Group Testing & Coverage

    By justatester, June 10, 2019
    • 1 reply
    • 808 views
    • 
    • CuseFan
    • June 11, 2019

40. ACP Refund Due Right After In-Service

    By austin3515, June 7, 2019
    • 18 replies
    • 3.8k views
    • 
    • loserson
    • June 11, 2019

41. Eligibility in a New Safe Harbor 401k Plan

    By Pammie57, June 10, 2019
    • 1 reply
    • 741 views
    • 
    • CuseFan
    • June 10, 2019

42. Is 0% considered a deferral election?

    By Susan S., June 6, 2019
    • 2 replies
    • 1.3k views
    • 
    • Susan S.
    • June 7, 2019

43. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • June 5, 2019

44. 401k Medical Hardship Reimbursement

    By JY36, June 2, 2019
    • 5 replies
    • 1.3k views
    • 
    • JY36
    • June 4, 2019

45. Foreign Company 401(k)

    By Guest Green92, May 31, 2006
    • 5 replies
    • 4.6k views
    • 
    • 401k IA
    • June 4, 2019

46. Combining account balances upon death

    By rblum50, June 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • June 4, 2019

47. 401k and TSP deferrals

    By mjf06241972, June 4, 2019
    • 2 replies
    • 2k views
    • 
    • mjf06241972
    • June 4, 2019

48. Schedule D-Form 5500

    By ratherbereading, June 3, 2019
    • 2 replies
    • 1.3k views
    • 
    • ratherbereading
    • June 4, 2019

49. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty, June 3, 2019
    • 5 replies
    • 1.6k views
    • 
    • Luke Bailey
    • June 4, 2019

50. After Tax Contributions

    By Stash026, May 31, 2019
    • 3 replies
    • 1.4k views
    • 
    • spiritrider
    • June 3, 2019