401(k) Plans

19,486 topics in this forum

1. Complicated question on 401k Compensation and Stock Compensation

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

2. 1065 K1 Partners / Schedule C Proprietors / Plan Assets

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

3. opting out... but failing 410b

   By AlbanyConsultant, April 7
   • 18 replies
   • 1.6k views
   • 
   • AlbanyConsultant
   • April 10

4. Who Files Form 945

   By ratherbereading, April 9
   • 2 replies
   • 1.3k views
   • 
   • Paul I
   • April 9

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

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

6. Immediate Vesting - BRF Issue?

   By Vlad401k, April 6
   • 5 replies
   • 1.1k views
   • 
   • Artie M
   • April 7

7. US Citizens Working for Foreign Entity

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

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

   By austin3515, December 23, 2022
   • 27 replies
   • 5.9k views
   • 
   • 401kology
   • April 6

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

   By austin3515, March 30
   • 15 replies
   • 1.4k views
   • 
   • Peter Gulia
   • April 4

10. E*TRADE PROTOTYPE STANDARD PSP

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

11. Deferrals Made Before Employee Was a Participant

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

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

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

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

    By AlbanyConsultant, March 26
    • 7 replies
    • 1.3k views
    • 
    • AlbanyConsultant
    • April 2

14. Correcting Safe Harbor Plan under EPCRS

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

15. Incorrect 401k contribution - mistake of fact

    By roy819, March 30
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • March 30

16. No Match on Catch Up with Separate Elections

    By 401kology, March 27   

    • catch-up
    • 3 replies
    • 1k views
    • 
    • acm_acm
    • March 30

17. Eligibility - Hours per Month Requirement

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

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

    By blguest, March 25   

    • historical data
    • 5 replies
    • 2k views
    • 
    • david rigby
    • March 26

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

    By DDB BN, March 19
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • March 22

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

    By DDB BN, January 29
    • 11 replies
    • 5.4k views
    • 
    • FORMER ESQ.
    • March 21

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

    By roy819, March 18
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • March 19

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

    By RayRay, March 17
    • 2 replies
    • 1.2k views
    • 
    • RayRay
    • March 19

23. Mid year amendment to safe harbor plan

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

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

    By spei7426, March 17
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • March 18

25. 401(a)(4) test on an Excel spreadsheet

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

26. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 10k views
    • 
    • M_2015
    • March 17

27. 5330 Filings

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

28. Independent Contractor turned Employee

    By ejohnke, March 13
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 16

29. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 1.2k views
    • 
    • FORMER ESQ.
    • March 16

30. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 2k views
    • 
    • Artie M
    • March 13

31. Missed Match - Included in Testing?

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

32. 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
    • 904 views
    • 
    • Paul I
    • March 12

33. Maternity Leave & Last Day Contribution Requirement

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

34. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 2k views
    • 
    • Peter Gulia
    • March 12

35. ADP and ACP Test Correction

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

36. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 9

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

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

38. Integrated Profit Sharing Allocations

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

39. Control Group within a Control Group

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

40. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 2.6k views
    • 
    • CuseFan
    • March 4

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

    By Tom, March 3
    • 8 replies
    • 1.8k views
    • 
    • Artie M
    • March 4

42. Failing ADP Test as a tax strategy

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

43. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 1.2k views
    • 
    • ConnieStorer
    • March 3

44. Rigid match not funded correctly

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

45. VCP program

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

46. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 4.8k views
    • 
    • acm_acm
    • February 26

47. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 1k views
    • 
    • Bri
    • February 26

48. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 1.4k views
    • 
    • david rigby
    • February 26

49. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 801 views
    • 
    • CuseFan
    • February 25

50. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 436 views
    • 
    • TPApril
    • February 25