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401(k) Plans

19,423 topics in this forum

  1. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 1.1k views

  2. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.8k views

  3. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 4.5k views

  4. ADP/ACP failure late correction - 1099 year?

    By WCC,
    • 3 replies
    • 911 views

  5. Duplicate ADP Refund

    By Loves401(k),
    • 2 replies
    • 705 views
    • Bri
    • Bri

  6. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos,
    • 0 replies
    • 1.3k views

  7. Plan moves to MEP mid-year, one ADP test? Two?

    By BG5150,
    • 0 replies
    • 511 views

  8. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 771 views

  9. Roth Rollovers but not Roth 401(k) Elective Deferrals

    By pjb1835,
    • 3 replies
    • 866 views

  10. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob,   
    • 7 replies
    • 847 views

  11. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 739 views

  12. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 484 views

  13. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.6k views

  14. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 464 views

  15. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.2k views

  16. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king,
    • 3 replies
    • 1.1k views

  17. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2.3k views

  18. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.7k views

  19. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.6k views

  20. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 630 views

  21. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 736 views

  22. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 680 views
    • ldr
    • ldr

  23. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 563 views

  24. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 781 views

  25. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 803 views
    • khn
    • khn

  26. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 3.3k views

  27. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 7.4k views

  28. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 468 views

  29. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1.1k views

  30. Which "plan year" do you use to determine keys for top-heavy

    By Luke Bailey,   
    • 12 replies
    • 3.9k views

  31. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 3.5k views

  32. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.5k views

  33. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  34. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 1k views

  35. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.5k views

  36. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 2.9k views

  37. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 649 views

  38. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 6.4k views

  39. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 4.3k views

  40. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 316 views

  41. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 1.8k views

  42. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1.2k views

  43. Correcting Failed Compensation Test in Safe Harbor 401(k) Plan

    By PensionPro,   
    • 2 replies
    • 1.2k views

  44. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 595 views

  45. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.2k views

  46. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 3.5k views

  47. Can an Affiliated Service Group Create a Control Group?

    By TN CPA,   
    • 1 reply
    • 526 views

  48. SHNEC deposit for 2017 plan year not made until now

    By MarZDoates,
    • 5 replies
    • 847 views

  49. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 943 views

  50. Is it okay for a plan’s investment menu to include a non-diversified alternative?

    By Peter Gulia,   
    • 11 replies
    • 2.6k views
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