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401(k) Plans

19,334 topics in this forum

  1. Individual(k) Plan

    By FJR,
    • 1 reply
    • 1.2k views

  2. 401k rules for Temp Agencys

    By Guest BillU,
    • 1 reply
    • 1.5k views
    • Alf
    • Alf

  3. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles,
    • 1 reply
    • 1.8k views

  4. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  5. "otherwise excludable" testing

    By PensionNewbee,
    • 1 reply
    • 1.3k views

  6. Changing the Plan Year

    By Nassau,
    • 1 reply
    • 837 views

  7. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie,
    • 1 reply
    • 957 views

  8. service provider audit

    By Guest flpensionguy,
    • 1 reply
    • 1k views

  9. ADP Refund of Roth Deferrals--April 15 important?

    By BG5150,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  10. Deferral Changes

    By bcsn77,
    • 1 reply
    • 434 views

  11. Plan spin-off - employee doesn't want his plan balance spun off to new

    By Guest RS Vatalaro,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  12. Correction of 1099's and 1096

    By Richard Anderson,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  13. Should we apply for a determination letter on termination of year-old

    By Guest Lisa Flagg,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  14. 401 (k) Employer Requirements

    By Guest Heath,
    • 1 reply
    • 1.5k views

  15. Are Companies Stopping 401(k) Match?

    By Guest rmeigs,
    • 1 reply
    • 1.3k views

  16. Union Plan

    By Randy Watson,
    • 1 reply
    • 1.2k views

  17. participant not permitted to defer

    By K2retire,
    • 1 reply
    • 898 views

  18. Safe Harbor Compensation Question

    By Guest shaul,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  19. Safe Harbor Plan and Hardship issue

    By cpc0506,
    • 1 reply
    • 662 views

  20. COVID Distribution Repayment - Rollover

    By Jess C,
    • 1 reply
    • 612 views

  21. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 529 views

  22. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 541 views

  23. Open Enrollment

    By Becky Schwing,
    • 1 reply
    • 494 views

  24. Refinancing Participant Loans

    By Cobras59,
    • 1 reply
    • 499 views

  25. 5500 Compliance Questions for Terminated Plan

    By A.C.,
    • 1 reply
    • 596 views

  26. Adoption of safe Harbor 401(k)

    By Guest BHS,
    • 1 reply
    • 1.6k views

  27. 414(s) Compensation

    By Guest Mike Schwing,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  28. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522,
    • 1 reply
    • 1.3k views

  29. Catchup contributions in nondeferral plans?

    By Guest Thornton,
    • 1 reply
    • 1.3k views

  30. Change in Plan Year Prior to Establishing Safe Harbor 401(k)

    By WDIK,
    • 1 reply
    • 1k views

  31. Automatic step-up of deferral rates

    By AlbanyConsultant,
    • 1 reply
    • 1.5k views

  32. Avg participation rates with various matching formulas

    By Guest mrjones,
    • 1 reply
    • 1.3k views

  33. controlled group question

    By Guest Moira,
    • 1 reply
    • 1.2k views

  34. Plan distribution fees and hardship withdrawals

    By blue,
    • 1 reply
    • 1.3k views

  35. Too much withheld from paycheck

    By Guest Peggy806,
    • 1 reply
    • 1.4k views

  36. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H,
    • 1 reply
    • 991 views

  37. 401k Workflow Management software

    By Guest AJM 34,
    • 1 reply
    • 1.4k views

  38. Non-safe harbor definition of compensation applies on to PS

    By cpc0506,
    • 1 reply
    • 829 views

  39. Reinstated forfeitures after rehire

    By Richard Anderson,
    • 1 reply
    • 2.5k views

  40. What is the IRS reg that states that a spun off company can not buy sh

    By MWeddell,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  41. missed deferral opportunity

    By Pixie,
    • 1 reply
    • 781 views
    • WCC
    • WCC

  42. What happens to 5500's filed separately for participating employers in

    By MR,
    • 1 reply
    • 2k views

  43. Plan Expenses

    By Guest Ralph,
    • 1 reply
    • 1.5k views

  44. Can first year 3% rule for ADP apply in second year of plan?

    By Guest CHRISTA,
    • 1 reply
    • 1.4k views

  45. QNEC Allocation

    By Guest Tina Pickard,
    • 1 reply
    • 2.5k views

  46. change plan year end

    By wsp,
    • 1 reply
    • 1.8k views

  47. Reducing employer match formula at midyear?

    By Guest pmetallic,
    • 1 reply
    • 1.1k views

  48. Safe Harbor Match

    By FJR,
    • 1 reply
    • 1.1k views

  49. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras,
    • 1 reply
    • 986 views

  50. Gap period income on related match

    By Guest Philip2,
    • 1 reply
    • 1.1k views
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