401(k) Plans

19,450 topics in this forum

1. Start Date/Term Date

   By 401Kerfuffle, January 26, 2018
   • 10 replies
   • 4.6k views
   • 
   • XTitan
   • January 31, 2018

2. Hardship withdrawal suspension period

   By 401kspeclst, January 29, 2018
   • 7 replies
   • 6.5k views
   • 
   • MWeddell
   • January 30, 2018

3. participant loans (large minimum)

   By Scuba 401, January 26, 2018
   • 3 replies
   • 916 views
   • 
   • Madison71
   • January 26, 2018

4. After Tax Safe Harbor

   By pixmax, January 24, 2018
   • 3 replies
   • 3.3k views
   • 
   • Bri
   • January 25, 2018

5. 415 Excess Contribution with Employee Deferrals

   By TPA Bob, March 31, 2017
   • 10 replies
   • 3k views
   • 
   • imchipbrown
   • January 25, 2018

6. Deferral elections not applied to bonuses

   By AlbanyConsultant, January 24, 2018
   • 5 replies
   • 8.6k views
   • 
   • Madison71
   • January 25, 2018

7. Term EE eligibility

   By wifrbr, January 23, 2018
   • 3 replies
   • 1.1k views
   • 
   • Patricia Neal Jensen
   • January 24, 2018

8. What comp to use for 25% deductibilty

   By BG5150, January 24, 2018
   • 2 replies
   • 755 views
   • 
   • Larry Starr
   • January 24, 2018

9. spin off - trustee to trustee transfer

   By Scuba 401, January 23, 2018
   • 2 replies
   • 990 views
   • 
   • david rigby
   • January 24, 2018

10. Amending Form 5500 in connection to Audit Report - Financial statement section updated to comply standard for Fair value

    By AdKu, January 23, 2018   

    • amend form 5500
    • audit report updated to comply fair value standard
    • 2 replies
    • 1.1k views
    • 
    • chc93
    • January 24, 2018

11. After tax contributions in small S.H. 401(k)

    By Lori H, January 23, 2018
    • 5 replies
    • 1.6k views
    • 
    • Lori H
    • January 23, 2018

12. Excluded Employee Compensation

    By Vlad401k, January 18, 2018
    • 15 replies
    • 2.7k views
    • 
    • BG5150
    • January 23, 2018

13. Tribal Government Public School

    By oldman63, January 22, 2018
    • 2 replies
    • 718 views
    • 
    • HollyB
    • January 23, 2018

14. Controlled Group Question - Solo 401k

    By Vlad401k, January 19, 2018
    • 4 replies
    • 1k views
    • 
    • Luke Bailey
    • January 22, 2018

15. Reduced QNEC when an election form is misplaced?

    By Jim Chad, January 22, 2018
    • 2 replies
    • 832 views
    • 
    • Jim Chad
    • January 22, 2018

16. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

    By actuarysmith, January 19, 2018
    • 5 replies
    • 1.8k views
    • 
    • Larry Starr
    • January 22, 2018

17. Disc Testing/Acquisition

    By Nancy Pritz, January 18, 2018   

    • discrimination
    • acquisition
    • (and 1 more)

      Tagged with:

      • discrimination
      • acquisition
      • free-pass
    • 2 replies
    • 835 views
    • 
    • Nancy Pritz
    • January 22, 2018

18. Deductibility of Contribution Made in Error

    By Dennis Povloski, January 18, 2018
    • 3 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 20, 2018

19. Do you have to tell partic if discretionary match is made?

    By BG5150, January 19, 2018
    • 1 reply
    • 707 views
    • 
    • Madison71
    • January 19, 2018

20. "Retired" versus "Quit"

    By ldr, January 17, 2018   

    • contributions
    • retirement
    • (and 1 more)

      Tagged with:

      • contributions
      • retirement
      • coding
    • 23 replies
    • 4k views
    • 
    • ESOP Guy
    • January 19, 2018

21. plan term, nhce liquidated but pending s/h deposit

    By TPApril, January 16, 2018
    • 6 replies
    • 1.1k views
    • 
    • TPApril
    • January 19, 2018

22. Missed Deferrals

    By coleboy, January 17, 2018
    • 4 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • January 18, 2018

23. Unusual question about recouping a forfeiture

    By parks777, January 11, 2018
    • 17 replies
    • 2.8k views
    • 
    • Larry Starr
    • January 18, 2018

24. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2.1k views
    • 
    • Mr Bagwell
    • January 17, 2018

25. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers, January 15, 2018
    • 2 replies
    • 2.2k views
    • 
    • Phlyers
    • January 17, 2018

26. Deferrals not put into chosen funds

    By coleboy, January 11, 2018
    • 5 replies
    • 705 views
    • 
    • Lou S.
    • January 17, 2018

27. Exclusion of Former Shareholders

    By TPA Bob, January 12, 2018
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • January 17, 2018

28. Single employer plan merging under Multiple Employer plan

    By JoseS, January 15, 2018   

    • termination
    • mergers
    • (and 2 more)

      Tagged with:

      • termination
      • mergers
      • mep
      • 401(k)
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 15, 2018

29. Adding New Participating Employer in Fidelity 401(k) Plan

    By Eric Taylor, January 12, 2018
    • 2 replies
    • 4.4k views
    • 
    • ESOP Guy
    • January 15, 2018

30. Does a 401(k) plan provide a disability benefit?

    By Peter Gulia, January 12, 2018   

    • disability; claims procedure
    • 1 reply
    • 864 views
    • 
    • Jim Chad
    • January 12, 2018

31. Profit Share Contribution

    By coleboy, January 12, 2018
    • 7 replies
    • 1.8k views
    • 
    • coleboy
    • January 12, 2018

32. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 11, 2018

33. New controlled group companies

    By jpokusa, January 10, 2018   

    • 401(k)
    • participation
    • (and 2 more)

      Tagged with:

      • 401(k)
      • participation
      • participating employers
      • controlled group
    • 6 replies
    • 2k views
    • 
    • jpod
    • January 11, 2018

34. Missed Deferral Opportunity - Spans many years

    By Pam S., January 11, 2018
    • 2 replies
    • 944 views
    • 
    • Pam S.
    • January 11, 2018

35. Rehire do we count vested balance in Aftertax or DB?

    By Jim Chad, January 5, 2018
    • 3 replies
    • 737 views
    • 
    • Jim Chad
    • January 9, 2018

36. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen, January 4, 2018
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • January 9, 2018

37. May a young child participate in a safe-harbor 401(k) retirement plan?

    By Peter Gulia, January 4, 2018
    • 8 replies
    • 3.5k views
    • 
    • Larry Starr
    • January 8, 2018

38. Missed deferral election changing from 5% to 2%.

    By Jim Chad, January 5, 2018
    • 1 reply
    • 590 views
    • 
    • ERISAAPPLE
    • January 8, 2018

39. Automatic enrollment in error

    By SusanKD, January 4, 2018
    • 1 reply
    • 947 views
    • 
    • Larry Starr
    • January 6, 2018

40. Plan Sponsor is an ESOP - testing?

    By Tom, January 5, 2018
    • 2 replies
    • 2.3k views
    • 
    • ESOP Guy
    • January 5, 2018

41. transition relief applicable?

    By AlbanyConsultant, December 23, 2017
    • 3 replies
    • 885 views
    • 
    • AlbanyConsultant
    • January 4, 2018

42. W-2 Box 13 " Active Participant"

    By Guest Wolves1962, November 18, 2005
    • 9 replies
    • 14.8k views
    • 
    • Tom Poje
    • January 4, 2018

43. Extended Periods for Plan Loan Offsets

    By Madison71, January 4, 2018
    • 0 replies
    • 956 views
    • 
    • Madison71
    • January 4, 2018

44. Corrective QNECs from Suspense/Unallocated Account

    By LANDO, January 2, 2018   

    • 401(k)
    • qnec
    • (and 3 more)

      Tagged with:

      • 401(k)
      • qnec
      • suspense account
      • unallocated account
      • corrective contributions
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • January 3, 2018

45. 401(k) Loan Calculation

    By Guest Mannix, August 24, 2010
    • 26 replies
    • 6.1k views
    • 
    • BG5150
    • January 2, 2018

46. Blackout Notice

    By OSU, December 30, 2017
    • 8 replies
    • 3k views
    • 
    • Pam Shoup
    • January 2, 2018

47. PC now an LLP

    By ratherbereading, December 27, 2017
    • 5 replies
    • 1k views
    • 
    • ratherbereading
    • December 29, 2017

48. Rehire - Refresher Course

    By PainPA, December 9, 2009
    • 16 replies
    • 4.9k views
    • 
    • Jim Chad
    • December 29, 2017

49. Rollover within a multiple employer plan and Top heavy

    By legort69, December 27, 2017   

    • rollover multiple employer plan top heavy
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • December 29, 2017

50. 401(k) Contribution required by: Employment Contract?!

    By ERISAatty, December 27, 2017
    • 9 replies
    • 3.5k views
    • 
    • Luke Bailey
    • December 29, 2017