401(k) Plans

19,450 topics in this forum

1. Profit-Sharing Deductibility

   By Bruce1, April 9
   • 4 replies
   • 534 views
   • 
   • Bruce1
   • April 27

2. Beneficiary - Trust

   By TinaW, April 23
   • 1 reply
   • 380 views
   • 
   • Artie M
   • April 24

3. ADP/ACP - QNEC question

   By roy819, April 23
   • 1 reply
   • 487 views
   • 
   • C. B. Zeller
   • April 24

4. Tricky Rehire Question

   By HTO, April 23
   • 2 replies
   • 442 views
   • 
   • Paul I
   • April 24

5. Starting Up a 401k Plan After Terminating a DB Plan

   By mming, April 22
   • 1 reply
   • 417 views
   • 
   • Bill Presson
   • April 22

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

   By cheersmate, April 10
   • 11 replies
   • 746 views
   • 
   • Paul I
   • April 22

7. Adding SH to plan mid-year, any good resources

   By BG5150, April 21
   • 3 replies
   • 439 views
   • 
   • C. B. Zeller
   • April 21

8. Insurance contract payment made to Trustee

   By BG5150, April 17
   • 6 replies
   • 828 views
   • 
   • ErnieG
   • April 20

9. Two 401(k) Plans Under Common Ownership – 410(b) and ADP Testing

   By notapensiongeek, April 14
   • 6 replies
   • 587 views
   • 
   • rocknrolls2
   • April 16

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

    By Basically, April 10
    • 7 replies
    • 882 views
    • 
    • R Griffith
    • April 14

11. Complicated question on 401k Compensation and Stock Compensation

    By MD-Benefits Guy, April 10
    • 2 replies
    • 666 views
    • 
    • Artie M
    • April 14

12. 1065 K1 Partners / Schedule C Proprietors / Plan Assets

    By austin3515, April 10
    • 10 replies
    • 591 views
    • 
    • Peter Gulia
    • April 11

13. opting out... but failing 410b

    By AlbanyConsultant, April 7
    • 18 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • April 10

14. Who Files Form 945

    By ratherbereading, April 9
    • 2 replies
    • 950 views
    • 
    • Paul I
    • April 9

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

    By BG5150, April 8
    • 3 replies
    • 406 views
    • 
    • Peter Gulia
    • April 8

16. Immediate Vesting - BRF Issue?

    By Vlad401k, April 6
    • 5 replies
    • 855 views
    • 
    • Artie M
    • April 7

17. US Citizens Working for Foreign Entity

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

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

    By austin3515, December 23, 2022
    • 27 replies
    • 5.4k views
    • 
    • 401kology
    • April 6

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

    By austin3515, March 30
    • 15 replies
    • 1k views
    • 
    • Peter Gulia
    • April 4

20. E*TRADE PROTOTYPE STANDARD PSP

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

21. Deferrals Made Before Employee Was a Participant

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

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

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

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

    By AlbanyConsultant, March 26
    • 7 replies
    • 1k views
    • 
    • AlbanyConsultant
    • April 2

24. Correcting Safe Harbor Plan under EPCRS

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

25. Incorrect 401k contribution - mistake of fact

    By roy819, March 30
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 30

26. No Match on Catch Up with Separate Elections

    By 401kology, March 27   

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

27. Eligibility - Hours per Month Requirement

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

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

    By blguest, March 25   

    • historical data
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • March 26

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

    By DDB BN, March 19
    • 6 replies
    • 1.5k views
    • 
    • Appleby
    • March 22

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

    By DDB BN, January 29
    • 11 replies
    • 4.4k views
    • 
    • FORMER ESQ.
    • March 21

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

    By roy819, March 18
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • March 19

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

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

33. Mid year amendment to safe harbor plan

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

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

    By spei7426, March 17
    • 5 replies
    • 1k views
    • 
    • CuseFan
    • March 18

35. 401(a)(4) test on an Excel spreadsheet

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

36. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 9.8k views
    • 
    • M_2015
    • March 17

37. 5330 Filings

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

38. Independent Contractor turned Employee

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

39. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 1k views
    • 
    • FORMER ESQ.
    • March 16

40. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 1.4k views
    • 
    • Artie M
    • March 13

41. Missed Match - Included in Testing?

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

42. 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
    • 771 views
    • 
    • Paul I
    • March 12

43. Maternity Leave & Last Day Contribution Requirement

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

44. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 12

45. ADP and ACP Test Correction

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

46. Deemed Section 125 Compensation

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

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

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

48. Integrated Profit Sharing Allocations

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

49. Control Group within a Control Group

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

50. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 1.9k views
    • 
    • CuseFan
    • March 4