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401(k) Plans

19,516 topics in this forum

  1. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 1.1k views

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

    By pjb1835,
    • 3 replies
    • 1.2k views

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

    By TPA Bob,   
    • 7 replies
    • 1.1k views

  4. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 1k views

  5. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 723 views

  6. Backup Trustee

    By Stash026,
    • 11 replies
    • 2k views

  7. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 761 views

  8. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.5k views

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

    By 401king,
    • 3 replies
    • 1.5k views

  10. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2.7k views

  11. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 2k views

  12. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 2k views

  13. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 924 views

  14. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 963 views

  15. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 909 views
    • ldr
    • ldr

  16. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 725 views

  17. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 1.1k views

  18. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 1.1k views
    • khn
    • khn

  19. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 3.9k views

  20. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 9.8k views

  21. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 769 views

  22. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1.6k views

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

    By Luke Bailey,   
    • 12 replies
    • 4.7k views

  24. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 4.2k views

  25. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.8k views

  26. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.6k views

  27. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 1.3k views

  28. Discretionary match on top of SH match

    By AKconsult,
    • 6 replies
    • 1.8k views

  29. withdrawing from 401k penalty free at 55

    By linusbeagle,
    • 8 replies
    • 3.6k views

  30. Discretionary match--how discretionary?

    By BG5150,
    • 2 replies
    • 944 views

  31. Adding EACA Mid-Year

    By austin3515,
    • 4 replies
    • 7.3k views

  32. Using Negative Contributions to Correct Excess Deferrals

    By 401 Chaos,
    • 7 replies
    • 5k views

  33. Emergency Medical Service Personnel definition

    By spiritrider,
    • 0 replies
    • 516 views

  34. 1099R Not Reported On a Loan Default

    By Karoline Curran,   
    • 10 replies
    • 2.4k views

  35. IRA Contribution & 401(k)

    By MGOAdmin,
    • 4 replies
    • 1.5k views

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

    By PensionPro,   
    • 2 replies
    • 1.5k views

  37. match as contribution or cash?

    By Santo Gold,
    • 4 replies
    • 781 views

  38. Late Participant Fee Disclosure

    By khn,
    • 1 reply
    • 1.5k views

  39. PEO and Controlled Group

    By Gilmore,
    • 9 replies
    • 4.2k views

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

    By TN CPA,   
    • 1 reply
    • 808 views

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

    By MarZDoates,
    • 5 replies
    • 1.2k views

  42. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 11 replies
    • 3.3k views

  44. Compliance calendar for 6/30 year ends

    By ESI2015,
    • 0 replies
    • 502 views

  45. Adding Target-Date Funds as QDIA- Committee Procedures

    By kshawbenefits,   
    • 5 replies
    • 1.1k views

  46. Schedule A vs. Schedule C: TPA Compensation

    By ldr,   
    • 4 replies
    • 2.4k views
    • ldr
    • ldr

  47. Pre-Tax or Roth Deferrals but not both

    By pensionam,
    • 15 replies
    • 3.7k views

  48. 415 Excesses / EPCRS

    By austin3515,
    • 2 replies
    • 1.3k views

  49. Taxes for Participant with Foreign Address

    By Guest Dee401kLady,   
    • 9 replies
    • 5.7k views

  50. Hurricane Florence hardship

    By QPAetc,   
    • 4 replies
    • 1.4k views
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