401(k) Plans

19,516 topics in this forum

1. Subsequent Eligibility Computation Period

   By Mr Bagwell, June 19, 2019   

   • plan entry
   • subsequent eligibility comp period
   • 5 replies
   • 1.8k views
   • 
   • Mr Bagwell
   • June 21, 2019

2. Top Heavy Contributions

   By Stash026, June 21, 2019
   • 2 replies
   • 1k views
   • 
   • Tom Poje
   • June 21, 2019

3. Reporting of late deferrals on Form 5500-SF

   By DDB BN, June 20, 2019
   • 3 replies
   • 1.6k views
   • 
   • ratherbereading
   • June 21, 2019

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

   By TPApril, June 21, 2019
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • June 21, 2019

5. Medicare insurance premiums allowable for hardship?

   By BG5150, June 19, 2019
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • June 20, 2019

6. What happens if SHM is "late"?

   By BG5150, June 14, 2019
   • 7 replies
   • 2.3k views
   • 
   • RatherBeGolfing
   • June 20, 2019

7. LLC to S-Corp and Plan Amendment?

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

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

   By Pammie57, June 18, 2019
   • 3 replies
   • 1.1k views
   • 
   • ESOP Guy
   • June 18, 2019

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

   By Purplemandinga, June 17, 2019
   • 2 replies
   • 1.2k views
   • 
   • Purplemandinga
   • June 18, 2019

10. Hardship Amount Available?

    By rr_sphr, June 13, 2019
    • 6 replies
    • 2.4k views
    • 
    • Pam Shoup
    • June 14, 2019

11. Hardship to purchase primary residence

    By 52626, June 13, 2019
    • 5 replies
    • 1.4k views
    • 
    • Bri
    • June 14, 2019

12. Fixing controlled group coverage failure

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

13. Summary Annual Report Model Notice Updates

    By 5500sorBust, June 11, 2019
    • 6 replies
    • 3.9k views
    • 
    • Kristina
    • June 13, 2019

14. Trust received check without a participant identified

    By waid10, May 24, 2019
    • 6 replies
    • 1.7k views
    • 
    • chc93
    • June 13, 2019

15. Safe Harbor Mid Year Retroactive Amendment

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

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

    By BG5150, June 4, 2019
    • 11 replies
    • 1.9k views
    • 
    • BG5150
    • June 13, 2019

17. Acquiring new physician practice

    By Chippy, June 4, 2019
    • 5 replies
    • 1.6k views
    • 
    • RatherBeGolfing
    • June 13, 2019

18. 404 Cushion amount and 415 limit Comp limit

    By Kingpin, June 12, 2019   

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

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

    By BG5150, June 11, 2019
    • 3 replies
    • 4k views
    • 
    • Kevin C
    • June 12, 2019

20. Controlled Group Testing & Coverage

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

21. ACP Refund Due Right After In-Service

    By austin3515, June 7, 2019
    • 18 replies
    • 3.4k views
    • 
    • loserson
    • June 11, 2019

22. Eligibility in a New Safe Harbor 401k Plan

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

23. Is 0% considered a deferral election?

    By Susan S., June 6, 2019
    • 2 replies
    • 1.2k views
    • 
    • Susan S.
    • June 7, 2019

24. Safe Harbor Plan Amendment

    By roundlou, May 24, 2019   

    • 401(k)
    • safe harbor
    • 5 replies
    • 2.6k views
    • 
    • Luke Bailey
    • June 5, 2019

25. 401k Medical Hardship Reimbursement

    By JY36, June 2, 2019
    • 5 replies
    • 1.2k views
    • 
    • JY36
    • June 4, 2019

26. Foreign Company 401(k)

    By Guest Green92, May 31, 2006
    • 5 replies
    • 4.5k views
    • 
    • 401k IA
    • June 4, 2019

27. Combining account balances upon death

    By rblum50, June 3, 2019
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • June 4, 2019

28. 401k and TSP deferrals

    By mjf06241972, June 4, 2019
    • 2 replies
    • 1.8k views
    • 
    • mjf06241972
    • June 4, 2019

29. Schedule D-Form 5500

    By ratherbereading, June 3, 2019
    • 2 replies
    • 1.1k views
    • 
    • ratherbereading
    • June 4, 2019

30. Controlled Group - Employee-Owned Stock Exclusion

    By EBECatty, June 3, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • June 4, 2019

31. After Tax Contributions

    By Stash026, May 31, 2019
    • 3 replies
    • 1.3k views
    • 
    • spiritrider
    • June 3, 2019

32. Safe Harbor Contribution on Wage Settlement Penalty

    By Zoey, May 29, 2019
    • 2 replies
    • 1.9k views
    • 
    • Zoey
    • June 3, 2019

33. Direct Rollover 401k to IRA

    By PensionPrisoner, May 30, 2019
    • 5 replies
    • 2.1k views
    • 
    • PensionPrisoner
    • June 1, 2019

34. Stock sale brother sister

    By pjb1835, May 31, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • May 31, 2019

35. Stale Check with Plan Transfer

    By MSN, May 24, 2019
    • 9 replies
    • 2k views
    • 
    • FPGuy
    • May 31, 2019

36. Elective Contribution Elections -

    By CLE401kGuy, May 30, 2019
    • 1 reply
    • 920 views
    • 
    • QDROphile
    • May 30, 2019

37. Interest on Late Deferral Deposits - tiny amounts

    By ldr, May 28, 2019   

    • deferrals
    • form 5330
    • (and 1 more)

      Tagged with:

      • deferrals
      • form 5330
      • late deposits
    • 4 replies
    • 1.9k views
    • 
    • ldr
    • May 29, 2019

38. What is contained in a "Successor Trustee Letter"?

    By Guest kgsingletary, February 16, 2001
    • 1 reply
    • 3.6k views
    • 
    • RayRay
    • May 29, 2019

39. Three strikes rule for ADP tests?

    By RayRay, May 21, 2019   

    • adp test
    • 6 replies
    • 1.6k views
    • 
    • RayRay
    • May 29, 2019

40. Short plan year and YOS for vesting

    By doombuggy, May 28, 2019
    • 2 replies
    • 2.4k views
    • 
    • Bri
    • May 28, 2019

41. non-spouse beneficiary & RMDs

    By doombuggy, May 20, 2019
    • 5 replies
    • 1.3k views
    • 
    • doombuggy
    • May 28, 2019

42. Loan Rollover of Offset Loan

    By 52626, May 17, 2019
    • 6 replies
    • 2.5k views
    • 
    • Bri
    • May 23, 2019

43. EPCRS - Revenue Procedure 2019--19

    By Belgarath, May 21, 2019
    • 1 reply
    • 1k views
    • 
    • Doc Ument
    • May 23, 2019

44. correction under EPCRS for missed deferrals

    By Barbara, May 20, 2019
    • 8 replies
    • 1.9k views
    • 
    • Barbara
    • May 23, 2019

45. QNEC in testing

    By tpyle, May 22, 2019
    • 2 replies
    • 3k views
    • 
    • justanotheradmin
    • May 22, 2019

46. Automatic Stay and 'Home Bill" Loans

    By in-house ERISA, May 17, 2019
    • 5 replies
    • 1.5k views
    • 
    • Luke Bailey
    • May 21, 2019

47. 1099-R for direct rollover from a Sole prop DB to 401(k) plan

    By AdKu, May 15, 2019
    • 6 replies
    • 3.7k views
    • 
    • justanotheradmin
    • May 21, 2019

48. ADP Refund After $$ rolled out of plan

    By ratherbereading, May 20, 2019   

    • hce adp refund
    • 1 reply
    • 1.9k views
    • 
    • C. B. Zeller
    • May 20, 2019

49. Service Based Match Rate Fails BRF Test

    By Earl, May 17, 2019
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • May 17, 2019

50. 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
    • 2.9k views
    • 
    • RatherBeGolfing
    • May 17, 2019