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401(k) Plans

19,275 topics in this forum

  1. Late deferral penalty for 2020 and 2021

    By Jakyasar,
    • 10 replies
    • 777 views

  2. NYS Healthcare Workforce Bonus and effect on 401(k) compensatiom

    By boccfam,
    • 1 reply
    • 565 views

  3. Mid-year conversion SH Match to SH Non-elective

    By Dalai Pookah,
    • 5 replies
    • 2k views

  4. NonElective Safe Harbor vs QNECs and QMECs

    By dragondon,
    • 5 replies
    • 1.8k views

  5. CARES ACt Amendment - Extended or Not?

    By austin3515,
    • 9 replies
    • 949 views

  6. Form 5500-EZ - Who Is Eligible

    By metsfan026,
    • 2 replies
    • 819 views

  7. Top Heavy Plans Vesting and How to Accommodate.

    By dragondon,
    • 3 replies
    • 660 views

  8. Mergers and Terminations-when is ADP Deadline?

    By justatester,
    • 5 replies
    • 1.1k views

  9. 401k Deferral or Corrective Contribution or Unallocated Suspense account?

    By cheersmate,   
    • 4 replies
    • 709 views

  10. Controlled Group Issue

    By metsfan026,
    • 5 replies
    • 1.1k views

  11. Small business retirement plan options

    By Jeannine,
    • 2 replies
    • 1.1k views
    • Bri
    • Bri

  12. Per Diem Employees

    By Coleboy1,
    • 6 replies
    • 1.3k views
    • Bri
    • Bri

  13. Coverage of Employees with No Income

    By Below Ground,
    • 15 replies
    • 1.7k views

  14. Terminated Plan without Interim Amendments

    By EmpbAF,
    • 6 replies
    • 1.3k views

  15. Safe Harbor Matching Contributions - Two Basic Questions

    By metsfan026,
    • 6 replies
    • 1.3k views

  16. Penalty Relief Program for Form 5500-EZ Late Filers

    By AdKu,
    • 4 replies
    • 838 views

  17. Lifetime Income Illustrations

    By Belgarath,
    • 6 replies
    • 864 views
    • Bird
    • Bird

  18. Controlled/ASG - departure mid year - compliance testing

    By TPApril,
    • 3 replies
    • 524 views

  19. PS Sharing vs CODA

    By justatester,
    • 6 replies
    • 686 views

  20. where to account for forfeitiures on the 5500?

    By JHalligan,
    • 2 replies
    • 705 views

  21. New 5310-A required?

    By bblaw,
    • 2 replies
    • 1.9k views

  22. immediate participation when dates don't gel

    By TPApril,
    • 3 replies
    • 582 views

  23. Form 5500 Required if New Plan Has No Participants and No Assets Yet?

    By kmhaab,
    • 3 replies
    • 736 views

  24. Working with Nationwide

    By drakecohen,
    • 4 replies
    • 772 views

  25. Failed ADP Test Without Correction

    By metsfan026,
    • 8 replies
    • 2k views

  26. Attribution for Discrimination Testing

    By metsfan026,
    • 3 replies
    • 1.1k views

  27. New Safe Harbor Plan by 10/1 & notice requirement

    By TPApril,
    • 7 replies
    • 1.7k views

  28. Active Employees Not Contributing

    By khn,
    • 6 replies
    • 900 views

  29. State Unemployment Inquiries

    By jharcombe,
    • 6 replies
    • 846 views

  30. Fees on 5500-SF Lines 10e and 8f - Shady business practice

    By justanotheradmin,
    • 11 replies
    • 1.9k views

  31. Construction company, employees terminating then coming back.

    By Basically,
    • 1 reply
    • 538 views

  32. Multiemployer ADP Testing

    By LarryDavid,
    • 1 reply
    • 444 views

  33. Net Unrealized Appreciation (partial rollover)

    By Dobber,
    • 2 replies
    • 853 views

  34. Solo 401k 5500-EZ filed through IRS relief program still subject to DOL penalties?

    By ChevChase,
    • 2 replies
    • 711 views

  35. 415 Compensation / HCE Determination

    By austin3515,
    • 3 replies
    • 518 views

  36. Contribution up to 100 % of comp?

    By SSRRS,
    • 8 replies
    • 878 views

  37. Refinancing Participant Loans

    By Cobras59,
    • 1 reply
    • 451 views

  38. ROBS plan - what is different?

    By R. Scott,
    • 10 replies
    • 2.3k views

  39. Controlled Group - Husband & Wife

    By metsfan026,
    • 3 replies
    • 797 views

  40. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny,
    • 3 replies
    • 628 views

  41. Partic elected Roth, company did pre tax--fix?

    By BG5150,
    • 10 replies
    • 1.2k views

  42. 200% of 6% safe harbor match

    By austin3515,
    • 12 replies
    • 1.3k views

  43. Add Profit Sharing to Existing 401(k) Plan with SECURE Act Retroactive Amendment

    By RPP2001,
    • 12 replies
    • 2.2k views

  44. 1-person (+spouse) plan exceptions

    By TPApril,
    • 2 replies
    • 682 views
    • Bird
    • Bird

  45. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

    By Tom,
    • 1 reply
    • 3.8k views

  46. Controlled Group question

    By Tom,
    • 4 replies
    • 535 views
    • Tom
    • Tom

  47. 401(k) Eve?

    By CuseFan,
    • 8 replies
    • 567 views

  48. Solo 401(k) Mess

    By Chipwood 24,
    • 2 replies
    • 566 views

  49. Insurance Premiums Paid Outside of Plan

    By metsfan026,
    • 15 replies
    • 1.2k views
    • Bird
    • Bird

  50. Carryover of deferral elections to new plan

    By Carol V. Calhoun,
    • 20 replies
    • 2.9k views
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