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401(k) Plans

19,321 topics in this forum

  1. Form 5500 Plan Characteristic Code 2T

    By ldr,   
    • 10 replies
    • 4.7k views

  2. Removing automatic enrollment from a plan

    By 30Rock,
    • 0 replies
    • 1k views

  3. Employee has excess deferrals b/t current emp. and former emp. (unrelated) for 2017, past April 15 deadline, does either employer have to issue corrective W-2?

    By Pxhesq,
    • 1 reply
    • 645 views

  4. Missing payroll records for 9 years

    By 30Rock,
    • 6 replies
    • 1.1k views

  5. Terminating plan/lost participants/rollovers

    By Chippy,
    • 11 replies
    • 1.1k views

  6. Benefits Rights and Features

    By austin3515,
    • 4 replies
    • 2.3k views

  7. How to report on 1099R Direct Rollover from Designated Roth Account of 401(k) Plan to Roth IRA

    By AdKu,   
    • 2 replies
    • 1.6k views

  8. QDRO - Electronic Copy

    By austin3515,
    • 2 replies
    • 552 views

  9. Supplemental Security Inocme

    By R. Butler,
    • 6 replies
    • 1.4k views

  10. [Update] Excess deferral in 2017 (not corrected by April 15, 2018) with two unrelated employers/plans

    By Pxhesq,   
    • 5 replies
    • 2.8k views

  11. 402g Roth failure correction after April 15

    By WCC,
    • 10 replies
    • 3.4k views

  12. Interesting Update On VCP Fees (not exciting news)

    By austin3515,
    • 2 replies
    • 507 views

  13. Excluding some NHCE from Safe Harbor Match

    By BG5150,
    • 5 replies
    • 1.3k views

  14. Employees with Prevailing Wages

    By coleboy,
    • 7 replies
    • 3.2k views

  15. Terminating Money Purchase Plan - Starting new 401k Plan

    By coleboy,
    • 6 replies
    • 1.4k views

  16. failure to implement auto escalation

    By K2retire,
    • 0 replies
    • 790 views

  17. Controlled Group - combined testing

    By RPC-TPA,
    • 1 reply
    • 967 views

  18. general question - allowed to contribute for 2017 now & wants corrected w2?

    By Erica23,
    • 11 replies
    • 810 views

  19. Exclude deferrals from bonus from SH Match?

    By jkharvey,
    • 7 replies
    • 2.6k views

  20. Can real estate be purchased and held in a pension

    By bpenfold,   
    • 18 replies
    • 3.7k views

  21. 401K DISTRIBUTION ERRORS

    By dave 222,
    • 6 replies
    • 1.3k views

  22. Deferral rate changes for money earned but not paid

    By Loves401(k),
    • 1 reply
    • 471 views
    • WCC
    • WCC

  23. entered early by mistake

    By Earl,
    • 1 reply
    • 542 views

  24. Safe Harbor Notice

    By Earl,
    • 2 replies
    • 565 views

  25. Late Deposit

    By PFranckowiak,
    • 1 reply
    • 508 views

  26. Automatic Enrollment - notice not provided

    By Tinman,
    • 1 reply
    • 2.7k views

  27. Partners & K- 1 Earnings

    By coleboy,
    • 3 replies
    • 600 views

  28. Match contribution based on service

    By Santo Gold,
    • 5 replies
    • 2.1k views

  29. Off-Calendar year end plan, catch-up contributions

    By AATPA,   
    • 9 replies
    • 3.2k views

  30. EACA Notice Requirement for Mid-Year Lookback

    By Gruegen,
    • 1 reply
    • 987 views

  31. Hardship withdrawals

    By thepensionmaven,   
    • 3 replies
    • 621 views

  32. Missed Deferral Opportunity - 25% QNEC vs 3 month rolling

    By legort69,   
    • 4 replies
    • 2.2k views

  33. Schedule C compensation

    By pensionLifer,
    • 5 replies
    • 2.3k views

  34. excluding hce from safe harbor in a board res

    By hileman,
    • 2 replies
    • 977 views

  35. Forfeitures in late correction of ACP failure

    By CuseFan,
    • 2 replies
    • 649 views

  36. 401K 2nd Loan

    By MareiL,
    • 5 replies
    • 8.1k views

  37. 401(k) participation by credit card tips

    By dan654083,
    • 5 replies
    • 1.8k views

  38. ADP Excess Contribution Recharacterization

    By TheoDawg,
    • 2 replies
    • 1.7k views

  39. discretionary match after QACA SH contribution

    By bmore1147,   
    • 2 replies
    • 1.4k views

  40. Hardship Withdrawal

    By Pammie57,
    • 9 replies
    • 9.2k views

  41. Last Day Allocation Condition

    By Vlad401k,
    • 16 replies
    • 5k views

  42. Interest calc on excess deferrals

    By thepensionmaven,   
    • 1 reply
    • 426 views

  43. 1 year of Service

    By wifrbr,
    • 14 replies
    • 4k views

  44. Successor Plan?

    By Kac1214,
    • 7 replies
    • 902 views

  45. accrual of elective deferral

    By thepensionmaven,   
    • 7 replies
    • 1.1k views

  46. Safe harbor plan with enhanced match and additional match

    By 30Rock,
    • 5 replies
    • 2.1k views

  47. Allocation between Roth and non-Roth amounts when participant receives partial distribution from plan

    By Luke Bailey,   
    • 6 replies
    • 2k views

  48. Late Forms 1099R

    By CLKent23,
    • 5 replies
    • 1.7k views

  49. missed deferral incorrect correction

    By K2retire,   
    • 1 reply
    • 597 views

  50. Vanguard dragging their feet

    By Jeanie,
    • 17 replies
    • 5.7k views
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