401(k) Plans

17,254 topics in this forum

1. 5500EZ or SF

   By VirginiaTPA, July 8   

   • 5500
   • 5500ez
   • (and 2 more)

     Tagged with:

     • 5500
     • 5500ez
     • 5500sf
     • 5500 count
   • 8 replies
   • 212 views
   • 
   • BG5150
   • July 15

2. 5500 EZ or SF?

   By cheersmate, July 10
   • 2 replies
   • 177 views
   • 
   • cheersmate
   • July 15

3. 5330 related for lost earnings on late 401k deferral deposit

   By Jakyasar, July 13
   • 11 replies
   • 211 views
   • 
   • Bob the Swimmer
   • July 14

4. Two entities, Same ownership, Two different plan designs

   By TMcfall, July 14
   • 4 replies
   • 167 views
   • 
   • ESOP Guy
   • July 14

5. US Company with Puerto Rican employee

   By Gilmore, July 12
   • 0 replies
   • 110 views
   • 
   • Gilmore
   • July 12

6. FIS Document users - flexible discretionary vs. rigid discretionary

   By Belgarath, July 8
   • 2 replies
   • 196 views
   • 
   • Belgarath
   • July 12

7. 5500 Review Requirement Calls from Wharton Group

   By Francis, April 14, 2020
   • 8 replies
   • 1.2k views
   • 
   • Mike Preston
   • July 12

8. Eligibility & Probationary Period

   By Stash026, July 9
   • 4 replies
   • 250 views
   • 
   • Mike Preston
   • July 10

9. Relius users - 410b Coverage is including Terminated Participants with <500 hours as eligible

   By Megandps, July 1
   • 5 replies
   • 232 views
   • 
   • BG5150
   • July 9

10. Net Operating Loss on Earned Income Calc

    By austin3515, July 8
    • 0 replies
    • 80 views
    • 
    • austin3515
    • July 8

11. Deducting 2020 and 2021 in 2021

    By austin3515, June 25
    • 12 replies
    • 231 views
    • 
    • austin3515
    • July 8

12. Profit Sharing Contribution allocation

    By Chippy, July 8
    • 2 replies
    • 165 views
    • 
    • C. B. Zeller
    • July 8

13. multiple 5330s needed or just 1?

    By ACK, July 1
    • 3 replies
    • 224 views
    • 
    • D Lewis
    • July 8

14. Differing match and ps in plan without HCEs and Keys

    By ldr, July 1   

    • controlled group
    • discretionary match
    • (and 1 more)

      Tagged with:

      • controlled group
      • discretionary match
      • profit sharing contributions
    • 6 replies
    • 330 views
    • 
    • Susan L.
    • July 7

15. After-tax contribution deadline

    By BTG, July 6
    • 2 replies
    • 219 views
    • 
    • CuseFan
    • July 7

16. Tiered match based on compensation?

    By BG5150, June 30
    • 5 replies
    • 221 views
    • 
    • Patricia Neal Jensen
    • July 6

17. Looking for admin and/or recordkeeper that can handle plan assets consisting of just single stock positions

    By izzy.and.erisa, July 3
    • 1 reply
    • 145 views
    • 
    • Bill Presson
    • July 6

18. SSA Transferred Participant Question

    By Vlad401k, July 2
    • 2 replies
    • 157 views
    • 
    • Lou S.
    • July 2

19. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack, June 30
    • 2 replies
    • 175 views
    • 
    • BenefitJack
    • July 1

20. form 5500 - participant count

    By Chippy, June 28
    • 2 replies
    • 174 views
    • 
    • Mike Preston
    • June 29

21. HCE Carve Outs For Safe Harbor 401(k) Plan

    By Barry Levy, June 25
    • 4 replies
    • 255 views
    • 
    • austin3515
    • June 28

22. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

    By Megandps, June 25
    • 3 replies
    • 201 views
    • 
    • BG5150
    • June 28

23. Stock Acquisition and Successor Plan

    By Slem, June 25
    • 2 replies
    • 140 views
    • 
    • Cardscrazy
    • June 25

24. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS, June 24
    • 1 reply
    • 286 views
    • 
    • John Feldt ERPA CPC QPA
    • June 25

25. New Hardship Rules -proof of hardship

    By ratherbereading, June 17
    • 6 replies
    • 360 views
    • 
    • Peter Gulia
    • June 24