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401(k) Plans

19,534 topics in this forum

  1. Family Attribution

    By Tom,
    • 2 replies
    • 1.1k views

  2. Terminating plan/lost participants/rollovers

    By Chippy,
    • 11 replies
    • 1.7k views

  3. Are amounts forfeited included in the one-year add back when determining the top heavy ratio?

    By TPABob,   
    • 9 replies
    • 2k views

  4. Form 5500 Plan Characteristic Code 2T

    By ldr,   
    • 10 replies
    • 6k views

  5. Change for stricter eligibility

    By Guest Peggy806,
    • 18 replies
    • 7.4k views

  6. 401k Safe Harbor & ADP Test

    By Dazednconfused,
    • 1 reply
    • 893 views

  7. Missing payroll records for 9 years

    By 30Rock,
    • 6 replies
    • 1.6k views

  8. Removing automatic enrollment from a plan

    By 30Rock,
    • 0 replies
    • 1.4k views

  9. 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
    • 991 views

  10. Benefits Rights and Features

    By austin3515,
    • 4 replies
    • 2.8k views

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

    By AdKu,   
    • 2 replies
    • 3.7k views

  12. DOL Calculator Issue

    By austin3515,
    • 26 replies
    • 5.7k views

  13. Supplemental Security Inocme

    By R. Butler,
    • 6 replies
    • 2k views

  14. Vanguard dragging their feet

    By Jeanie,
    • 17 replies
    • 9k views

  15. QDRO - Electronic Copy

    By austin3515,
    • 2 replies
    • 843 views

  16. Safe Harbor Notice

    By Earl,
    • 2 replies
    • 1k views

  17. 402g Roth failure correction after April 15

    By WCC,
    • 10 replies
    • 4.3k views

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

    By Pxhesq,   
    • 5 replies
    • 3.4k views

  19. Retroactively amend compensation definition

    By Guest Iwonder,
    • 7 replies
    • 8.8k views

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

    By austin3515,
    • 2 replies
    • 916 views

  21. 401K DISTRIBUTION ERRORS

    By dave 222,
    • 6 replies
    • 1.9k views

  22. Excluding some NHCE from Safe Harbor Match

    By BG5150,
    • 5 replies
    • 1.8k views

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

    By coleboy,
    • 6 replies
    • 1.9k views

  24. failure to implement auto escalation

    By K2retire,
    • 0 replies
    • 1.2k views

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

    By Erica23,
    • 11 replies
    • 1.6k views

  26. Safe harbor plan with enhanced match and additional match

    By 30Rock,
    • 5 replies
    • 2.7k views

  27. Controlled Group - combined testing

    By RPC-TPA,
    • 1 reply
    • 1.4k views

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

    By bpenfold,   
    • 18 replies
    • 6.1k views

  29. 401(k) participation by credit card tips

    By dan654083,
    • 5 replies
    • 2.5k views

  30. Match contribution based on service

    By Santo Gold,
    • 5 replies
    • 2.9k views

  31. Deferral rate changes for money earned but not paid

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

  32. Automatic Enrollment - notice not provided

    By Tinman,
    • 1 reply
    • 3.4k views

  33. entered early by mistake

    By Earl,
    • 1 reply
    • 1.1k views

  34. Partners & K- 1 Earnings

    By coleboy,
    • 3 replies
    • 1.1k views

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

    By AATPA,   
    • 9 replies
    • 4k views

  36. Late Deposit

    By PFranckowiak,
    • 1 reply
    • 904 views

  37. discretionary match after QACA SH contribution

    By bmore1147,   
    • 2 replies
    • 1.8k views

  38. EACA Notice Requirement for Mid-Year Lookback

    By Gruegen,
    • 1 reply
    • 1.4k views

  39. 1 year of Service

    By wifrbr,
    • 14 replies
    • 6.5k views

  40. Schedule C compensation

    By pensionLifer,
    • 5 replies
    • 3.6k views

  41. excluding hce from safe harbor in a board res

    By hileman,
    • 2 replies
    • 1.4k views

  42. Successor Plan?

    By Kac1214,
    • 7 replies
    • 1.4k views

  43. 401K 2nd Loan

    By MareiL,
    • 5 replies
    • 10.2k views

  44. Forfeitures in late correction of ACP failure

    By CuseFan,
    • 2 replies
    • 1.2k views

  45. Hardship withdrawals

    By thepensionmaven,   
    • 3 replies
    • 972 views

  46. accrual of elective deferral

    By thepensionmaven,   
    • 7 replies
    • 1.7k views

  47. ADP Excess Contribution Recharacterization

    By TheoDawg,
    • 2 replies
    • 2.2k views

  48. Safe harbor non-elective not yet made

    By thepensionmaven,
    • 27 replies
    • 10.3k views

  49. Late Forms 1099R

    By CLKent23,
    • 5 replies
    • 2.2k views

  50. Non-Resident Trustee

    By wifrbr,
    • 6 replies
    • 2.7k views
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