401(k) Plans

17,254 topics in this forum

1. Employer returned 401k forfeiture. Can I put it back into an IRA?

   By Jayman, Saturday at 04:15 AM
   • 7 replies
   • 106 views
   • 
   • cathyw
   • 5 hours ago

2. Cash Balance Questions

   By maryflemingphr@yahoo.com, 6 hours ago
   • 1 reply
   • 16 views
   • 
   • Mike Preston
   • 5 hours ago

3. Cycle 3 Discretionary Match Communication

   By Patricia Neal Jensen, 7 hours ago
   • 0 replies
   • 13 views
   • 
   • Patricia Neal Jensen
   • 7 hours ago

4. Plan Sponsor/Name change after pye date of 5500

   By TPApril, Saturday at 08:49 PM
   • 1 reply
   • 73 views
   • 
   • Bill Presson
   • Yesterday at 12:45 AM

5. Control Group question

   By mkaufman, September 6   

   • control group
   • solo 401k
   • 2 replies
   • 141 views
   • 
   • mkaufman
   • Saturday at 01:13 PM

6. frozen 401k / loans & hardship distributions

   By KEM, Wednesday at 08:43 PM   

   • 401
   • 401 k
   • (and 11 more)

     Tagged with:

     • 401
     • 401 k
     • 401k
     • 401(k)
     • 401(k) loan
     • 401(k) plan
     • 401(k) withdrawals
     • hardship
     • loan
     • withdrawal
     • freeze
     • frozen
     • frozen plan
   • 8 replies
   • 208 views
   • 
   • Mike Preston
   • Friday at 07:41 PM

7. After-tax Contributions

   By Ahuntingus, August 6
   • 9 replies
   • 341 views
   • 
   • BG5150
   • Friday at 07:39 PM

8. Assumption of sponsorship to-do items

   By olemissfan, Friday at 02:37 PM
   • 1 reply
   • 46 views
   • 
   • Lou S.
   • Friday at 05:54 PM

9. Common Control and Tax-Exempt Entities

   By JG-12, September 8
   • 8 replies
   • 123 views
   • 
   • JG-12
   • Friday at 03:09 PM

10. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis, Wednesday at 11:36 PM
    • 5 replies
    • 178 views
    • 
    • Scott A. Davis
    • Friday at 12:04 AM

11. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026, September 14
    • 1 reply
    • 104 views
    • 
    • SSRRS
    • Wednesday at 06:12 PM

12. Controlled Group Question

    By Becky Schwing, September 14
    • 5 replies
    • 134 views
    • 
    • C. B. Zeller
    • Wednesday at 03:28 PM

13. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026, September 13
    • 2 replies
    • 160 views
    • 
    • Bob the Swimmer
    • September 15

14. Distribution Error - Vesting

    By Vlad401k, September 14
    • 1 reply
    • 106 views
    • 
    • Bill Presson
    • September 14

15. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

    By rblum50, September 14
    • 2 replies
    • 88 views
    • 
    • rblum50
    • September 14

16. Affiliated Service Group - B-Organization?

    By Will.I.Am, September 10
    • 3 replies
    • 142 views
    • 
    • Will.I.Am
    • September 14

17. Available investments in 401(k)

    By maryflemingphr@yahoo.com, September 9
    • 6 replies
    • 166 views
    • 
    • BG5150
    • September 13

18. Correcting deferral contributions made by ineligible employee 1 2

    By Lou81, January 6   

    • ineligible participant
    • deferrals
    • 26 replies
    • 977 views
    • 
    • BG5150
    • September 13

19. possible missed deferral opportunity

    By Chippy, September 10
    • 7 replies
    • 133 views
    • 
    • Chippy
    • September 13

20. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

    By HarleyBabe, August 18
    • 13 replies
    • 342 views
    • 
    • John Feldt ERPA CPC QPA
    • September 11

21. Fees to former participants

    By ombskid, July 20, 2015
    • 7 replies
    • 1.8k views
    • 
    • Double Whitehouse
    • September 11

22. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL, September 10
    • 1 reply
    • 89 views
    • 
    • Mike Preston
    • September 10

23. help with dual eligibility question - deferrals and non-safe harbor match

    By melba99, September 9
    • 2 replies
    • 114 views
    • 
    • BG5150
    • September 10

24. RMD needs election form?

    By SSRRS, September 3
    • 11 replies
    • 265 views
    • 
    • SSRRS
    • September 10

25. EPCRS

    By Christopher Wilson, September 8
    • 3 replies
    • 249 views
    • 
    • Christopher Wilson
    • September 9