401(k) Plans

19,398 topics in this forum

1. Previously Frozen Plan Restated into Active 401k: Rehired Employee Eligible?

   By cheersmate, Friday at 10:07 PM
   • 1 reply
   • 46 views
   • 
   • Marjorie Lucas
   • 26 minutes ago

2. Complicated question on 401k Compensation and Stock Compensation

   By MD-Benefits Guy, Friday at 08:50 PM
   • 1 reply
   • 61 views
   • 
   • EBECatty
   • 4 hours ago

3. 1065 K1 Partners / Schedule C Proprietors / Plan Assets

   By austin3515, Friday at 02:52 PM
   • 10 replies
   • 205 views
   • 
   • Peter Gulia
   • Saturday at 12:51 AM

4. opting out... but failing 410b

   By AlbanyConsultant, Tuesday at 05:47 PM
   • 18 replies
   • 673 views
   • 
   • AlbanyConsultant
   • Friday at 08:07 PM

5. Return of excess deferral... Prepare a 1099-R for 2025?

   By Basically, Friday at 01:37 PM
   • 3 replies
   • 176 views
   • 
   • Paul I
   • Friday at 05:42 PM

6. Profit-Sharing Deductibility

   By Bruce1, Thursday at 12:40 AM
   • 3 replies
   • 176 views
   • 
   • ESOP Guy
   • Thursday at 08:11 PM

7. Who Files Form 945

   By ratherbereading, Thursday at 12:29 PM
   • 2 replies
   • 427 views
   • 
   • Paul I
   • Thursday at 01:36 PM

8. S-Corp Health Ins--plan comp?

   By BG5150, Wednesday at 02:18 PM
   • 3 replies
   • 211 views
   • 
   • Peter Gulia
   • Wednesday at 08:35 PM

9. Immediate Vesting - BRF Issue?

   By Vlad401k, April 6
   • 5 replies
   • 574 views
   • 
   • Artie M
   • Tuesday at 09:52 PM

10. US Citizens Working for Foreign Entity

    By OrderOfOps, April 2
    • 2 replies
    • 261 views
    • 
    • Artie M
    • April 6

11. Top- heavy relief included in SECURE 2.0!!

    By austin3515, December 23, 2022
    • 27 replies
    • 4.7k views
    • 
    • 401kology
    • April 6

12. The "Golden Age" of 401(k) Investments

    By austin3515, March 30
    • 15 replies
    • 587 views
    • 
    • Peter Gulia
    • April 4

13. E*TRADE PROTOTYPE STANDARD PSP

    By Gina Alsdorf, March 31
    • 9 replies
    • 330 views
    • 
    • Jakyasar
    • April 3

14. Deferrals Made Before Employee Was a Participant

    By mming, April 1
    • 3 replies
    • 423 views
    • 
    • John Feldt ERPA CPC QPA
    • April 3

15. employer contributions Roth employer contributions - Availability & Scope of practice advice

    By Miles Leech, April 1
    • 5 replies
    • 474 views
    • 
    • Kac1214
    • April 2

16. HPI and lowering S-corp owner's W-2 compensation

    By AlbanyConsultant, March 26
    • 7 replies
    • 647 views
    • 
    • AlbanyConsultant
    • April 2

17. Correcting Safe Harbor Plan under EPCRS

    By HTO, March 31
    • 2 replies
    • 536 views
    • 
    • HTO
    • April 1

18. Incorrect 401k contribution - mistake of fact

    By roy819, March 30
    • 3 replies
    • 646 views
    • 
    • BG5150
    • March 30

19. No Match on Catch Up with Separate Elections

    By 401kology, March 27   

    • catch-up
    • 3 replies
    • 501 views
    • 
    • acm_acm
    • March 30

20. Eligibility - Hours per Month Requirement

    By Vlad401k, March 26
    • 6 replies
    • 305 views
    • 
    • Bill Presson
    • March 26

21. Anyone happen to have 1997-2003 historical annual returns for VFIAX?

    By blguest, March 25   

    • historical data
    • 5 replies
    • 327 views
    • 
    • david rigby
    • March 26

22. Owner only 401k plan with no designation of beneficiary

    By DDB BN, March 19
    • 6 replies
    • 907 views
    • 
    • Appleby
    • March 22

23. Can Husband / Wife with separate businesses (no employees) set up 1 plan

    By DDB BN, January 29
    • 11 replies
    • 2.1k views
    • 
    • FORMER ESQ.
    • March 21

24. Designating excess deferrals in multiple plans (402g limit)

    By roy819, March 18
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • March 19

25. Secure 2.0 Amendment deadline overlap with DC Cycle 4 Restatements

    By RayRay, March 17
    • 2 replies
    • 579 views
    • 
    • RayRay
    • March 19

26. Loss of safe harbor status

    By Carol V. Calhoun, March 13
    • 5 replies
    • 715 views
    • 
    • FORMER ESQ.
    • March 18

27. Mid year amendment to safe harbor plan

    By 30Rock, March 13
    • 4 replies
    • 487 views
    • 
    • 30Rock
    • March 18

28. Self-employed Individual's deferral and 415 limit

    By spei7426, March 17
    • 5 replies
    • 710 views
    • 
    • CuseFan
    • March 18

29. 401(a)(4) test on an Excel spreadsheet

    By ratherbereading, March 16
    • 1 reply
    • 269 views
    • 
    • AlbanyConsultant
    • March 18

30. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 9.6k views
    • 
    • M_2015
    • March 17

31. 5330 Filings

    By dmurph14, March 16
    • 0 replies
    • 262 views
    • 
    • dmurph14
    • March 16

32. Independent Contractor turned Employee

    By ejohnke, March 13
    • 4 replies
    • 531 views
    • 
    • Peter Gulia
    • March 16

33. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 791 views
    • 
    • FORMER ESQ.
    • March 16

34. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 933 views
    • 
    • Artie M
    • March 13

35. Missed Match - Included in Testing?

    By Vlad401k, March 11
    • 3 replies
    • 564 views
    • 
    • austin3515
    • March 12

36. Deemed Roth Elections and Inadvertent Catch-up

    By constance_james, March 12   

    • roth
    • catchup
    • (and 2 more)

      Tagged with:

      • roth
      • catchup
      • deemed
      • hpid
    • 1 reply
    • 596 views
    • 
    • Paul I
    • March 12

37. Maternity Leave & Last Day Contribution Requirement

    By metsfan026, March 12
    • 5 replies
    • 519 views
    • 
    • Paul I
    • March 12

38. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 1k views
    • 
    • Peter Gulia
    • March 12

39. ADP and ACP Test Correction

    By Dougsbpc, March 9
    • 1 reply
    • 552 views
    • 
    • Below Ground
    • March 9

40. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 615 views
    • 
    • Peter Gulia
    • March 9

41. Retroactively Changing Comp Definition from 415 to W-2

    By TPApril, March 4
    • 1 reply
    • 508 views
    • 
    • Paul I
    • March 5

42. Integrated Profit Sharing Allocations

    By Connor, March 4
    • 4 replies
    • 399 views
    • 
    • Connor
    • March 5

43. Control Group within a Control Group

    By Kac1214, March 3
    • 1 reply
    • 648 views
    • 
    • C. B. Zeller
    • March 4

44. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 1k views
    • 
    • CuseFan
    • March 4

45. Eligibility - contract sign date or actual first day of work

    By Tom, March 3
    • 8 replies
    • 867 views
    • 
    • Artie M
    • March 4

46. Failing ADP Test as a tax strategy

    By TPApril, March 3
    • 3 replies
    • 466 views
    • 
    • jsample
    • March 3

47. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 787 views
    • 
    • ConnieStorer
    • March 3

48. Rigid match not funded correctly

    By Tom, February 23
    • 5 replies
    • 370 views
    • 
    • CuseFan
    • February 27

49. VCP program

    By Pixie, February 25
    • 2 replies
    • 321 views
    • 
    • Artie M
    • February 26

50. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 590 views
    • 
    • acm_acm
    • February 26