401(k) Plans

15,488 topics in this forum

1. Looking for a ERISA Forms and Letters Book

   By jeff77, 3 hours ago
   • 1 reply
   • 16 views
   • 
   • Doghouse
   • 38 minutes ago

2. 409a payments

   By Mike318, 1 hour ago
   • 0 replies
   • 3 views
   • 
   • Mike318
   • 1 hour ago

3. MEP or MESS?

   By ldr, Wednesday at 10:50 PM   

   • mep
   • 5500
   • (and 1 more)

     Tagged with:

     • mep
     • 5500
     • independent audit
   • 15 replies
   • 187 views
   • 
   • ldr
   • 5 hours ago

4. Plan number when moving from MEP

   By cpc0506, Thursday at 05:16 PM
   • 2 replies
   • 85 views
   • 
   • cpc0506
   • 6 hours ago

5. Crediting Prior Service - Catchall Language

   By Phlyers, Wednesday at 05:41 PM   

   • eligibility
   • vesting
   • 4 replies
   • 129 views
   • 
   • Phlyers
   • 7 hours ago

6. Match True up template in excel

   By Jack Cosgrove, Friday at 02:10 PM   

   • match
   • true up
   • 1 reply
   • 126 views
   • 
   • Doghouse
   • Friday at 05:49 PM

7. Loan Overpayment used for second loan w/o notice

   By maylavinia, Thursday at 03:09 AM
   • 6 replies
   • 131 views
   • 
   • Eve Sav
   • Friday at 01:18 PM

8. All in the Family...who is a Key Employee?

   By ldr, Thursday at 04:46 PM   

   • key
   • hce
   • (and 1 more)

     Tagged with:

     • key
     • hce
     • trusts
   • 2 replies
   • 121 views
   • 
   • ldr
   • Thursday at 08:28 PM

9. Section 401(a) 17 Limits

   By MARYMM, August 21, 2006
   • 16 replies
   • 7,243 views
   • 
   • austin3515
   • Thursday at 02:29 PM

10. Taking a loan before a hardship pre-2019 rules

    By 30Rock, Wednesday at 08:42 PM
    • 2 replies
    • 96 views
    • 
    • 30Rock
    • Thursday at 12:38 PM

11. Spreadsheet (?) to determine controlled group

    By BG5150, November 29, 2007
    • 13 replies
    • 2,336 views
    • 
    • cheersmate
    • Wednesday at 09:25 PM

12. Vesting YOS

    By pensionLifer, Tuesday at 09:34 PM
    • 2 replies
    • 132 views
    • 
    • CuseFan
    • Wednesday at 07:42 PM

13. can 1099 employee treated as employee of a company and contribute salary deferral into the 401(k) Plan

    By AdKu, September 11, 2017   

    • 1099 employee treatment for deferral
    • 9 replies
    • 1,036 views
    • 
    • ESOP Guy
    • Wednesday at 05:04 PM

14. Testing Prevailing Wage and PS together

    By justanotheradmin, October 15
    • 5 replies
    • 120 views
    • 
    • BG5150
    • Wednesday at 01:01 PM

15. TPA/Administrator question--

    By Karoline Curran, October 15
    • 14 replies
    • 400 views
    • 
    • ESOP Guy
    • October 16

16. RMD based on Life Insurance in 401(k) Plan

    By AJC, October 11
    • 7 replies
    • 239 views
    • 
    • FPGuy
    • October 16

17. Top Heavy testing for a safe harbor 401-k

    By KevinMc, October 16
    • 3 replies
    • 135 views
    • 
    • BG5150
    • October 16

18. How long must plan sponsor keep unforeseeable emergency distribution documentation?

    By dv13, October 12
    • 3 replies
    • 152 views
    • 
    • Mike Preston
    • October 16

19. Self correction and Form 5330

    By Chippy, October 12
    • 2 replies
    • 218 views
    • 
    • RatherBeGolfing
    • October 12

20. Tip Income

    By AATPA, October 12
    • 0 replies
    • 79 views
    • 
    • AATPA
    • October 12

21. What's the concensus here? (Late deposits)

    By Bri, October 9
    • 3 replies
    • 164 views
    • 
    • Kevin C
    • October 11

22. Partners income negative

    By cpc0506, October 10
    • 6 replies
    • 134 views
    • 
    • Larry Starr
    • October 11

23. Safe Harbor Match Eligibility

    By kdubinski, October 9
    • 1 reply
    • 91 views
    • 
    • Kevin C
    • October 10

24. Refund check to participant, or business?

    By Belgarath, October 5
    • 16 replies
    • 316 views
    • 
    • Bird
    • October 10

25. Overpayments and Other Plan Errors

    By Madison71, October 9
    • 5 replies
    • 136 views
    • 
    • Kevin C
    • October 9