401(k) Plans

19,275 topics in this forum

1. Avoiding Single-Employer Treatment for Portfolio Company Benefits

   By NonQualified, January 29
   • 4 replies
   • 868 views
   • 
   • Peter Gulia
   • January 29

2. Caps on employer stock ownership in 401(k) plans?

   By Guest Benmark, July 11, 2004
   • 0 replies
   • 868 views
   • 
   • Guest
   • July 11, 2004

3. How to correct over contribution to clients account from administrator error

   By dragondon, October 31, 2022
   • 4 replies
   • 868 views
   • 
   • rocknrolls2
   • November 1, 2022

4. Use of Excess Revenue

   By khn, January 23, 2015
   • 1 reply
   • 868 views
   • 
   • BG5150
   • January 28, 2015

5. Should an owner still participate once they have collected S.S.?

   By Lori H, January 24, 2017
   • 3 replies
   • 868 views
   • 
   • Lori H
   • January 25, 2017

6. 401k to Simple 401k

   By cpc0506, July 17, 2019
   • 3 replies
   • 868 views
   • 
   • digger
   • July 18, 2019

7. Safe Harbor 415 Comp - Sub S Insurance

   By Guest DB&T, January 29, 2007
   • 0 replies
   • 867 views
   • 
   • Guest
   • January 29, 2007

8. SIMPLE IRA and controlled Group

   By 52626, February 12, 2014
   • 0 replies
   • 867 views
   • 
   • 52626
   • February 12, 2014

9. Roth Deferrals - Non-qualified Distribution Earning below $200

   By AdKu, October 24, 2017
   • 5 replies
   • 867 views
   • 
   • AdKu
   • October 26, 2017

10. Residence changed to rental and has 20 year loan

    By Jim Chad, January 19, 2012
    • 2 replies
    • 867 views
    • 
    • masteff
    • January 21, 2012

11. Effects of cash basis vs accrual in compliance testing

    By Abby H., September 14, 2023
    • 3 replies
    • 867 views
    • 
    • CuseFan
    • September 14, 2023

12. 401k elections with k-1

    By mehmgo, March 15, 2012
    • 1 reply
    • 866 views
    • 
    • QDROphile
    • March 15, 2012

13. Mandatory Contributions

    By rcline46, April 5, 2011
    • 0 replies
    • 866 views
    • 
    • rcline46
    • April 5, 2011

14. Employer 401K Contribution to personal 401K plans

    By mitchelt, April 4, 2015
    • 2 replies
    • 866 views
    • 
    • mitchelt
    • April 4, 2015

15. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

    By Guest DVW, November 23, 2011
    • 0 replies
    • 866 views
    • 
    • Guest
    • November 23, 2011

16. CARES Act loan repayment suspension

    By Ian, August 1, 2020
    • 8 replies
    • 866 views
    • 
    • Bird
    • August 4, 2020

17. Short Plan Year

    By austin3515, March 30, 2012
    • 3 replies
    • 866 views
    • 
    • Jim Chad
    • March 30, 2012

18. Employee Deferrals

    By Guest SandraCrowley, May 11, 2011
    • 1 reply
    • 866 views
    • 
    • QDROphile
    • May 11, 2011

19. Control Group Question

    By Alex Daisy, May 11, 2015
    • 1 reply
    • 866 views
    • 
    • Tom Poje
    • May 11, 2015

20. Plan EIN #'s

    By metsfan026, June 16, 2022
    • 3 replies
    • 866 views
    • 
    • Cobras59
    • June 28, 2022

21. SPD Requirement

    By Bruce1, December 6, 2024
    • 7 replies
    • 865 views
    • 
    • Bruce1
    • December 11, 2024

22. Lifetime Income Illustrations

    By Belgarath, September 30, 2022
    • 6 replies
    • 865 views
    • 
    • Bird
    • September 30, 2022

23. Roth 401(k) and Hardship Distribution

    By 52626, July 22, 2016
    • 1 reply
    • 865 views
    • 
    • Tom Poje
    • July 22, 2016

24. Does a recordkeeper inform a plan sponsor about the long-term-part-time provision?

    By Peter Gulia, October 1, 2024
    • 4 replies
    • 865 views
    • 
    • EPCRSGuru
    • October 1, 2024

25. Top Heavy Contribution Date

    By FishOn, March 3, 2023
    • 6 replies
    • 865 views
    • 
    • CuseFan
    • March 6, 2023

26. Plan Merger

    By justatester, June 27, 2011
    • 0 replies
    • 864 views
    • 
    • justatester
    • June 27, 2011

27. Changing plan year - too late?

    By jmartin, April 3, 2020
    • 2 replies
    • 864 views
    • 
    • Larry Starr
    • April 3, 2020

28. Affililated Service Group

    By austin3515, October 29, 2013
    • 7 replies
    • 864 views
    • 
    • BG5150
    • October 30, 2013

29. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 864 views
    • 
    • fiona1
    • October 11, 2012

30. Discretionary Match

    By Connor, June 11
    • 4 replies
    • 864 views
    • 
    • Connor
    • June 12

31. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 864 views
    • 
    • austin3515
    • January 22, 2015

32. Solo 401(k) did not file 5500 EZ - Has anyone tried a letter, lately?

    By Jim Chad, October 28, 2015
    • 1 reply
    • 864 views
    • 
    • Lou S.
    • October 28, 2015

33. M&A - terminate buyer's plan?

    By casey72, October 16
    • 13 replies
    • 863 views
    • 
    • casey72
    • November 6

34. top heavy question

    By Tom, March 5
    • 2 replies
    • 863 views
    • 
    • Below Ground
    • March 6

35. CARES Act & Money Purchase Plans

    By Stash026, April 13, 2020
    • 1 reply
    • 863 views
    • 
    • duckthing
    • April 13, 2020

36. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 863 views
    • 
    • IRA
    • April 10, 2014

37. HCE only otherwise excudable for ADP Test

    By Guest padmin, February 21, 2012
    • 1 reply
    • 863 views
    • 
    • ETA Consulting LLC
    • February 21, 2012

38. Should I apply for a Determination Letter

    By fiona1, December 8, 2011
    • 1 reply
    • 863 views
    • 
    • ETA Consulting LLC
    • December 8, 2011

39. Excluding bonus from deferrals but not match

    By Rayofsunshine, May 8, 2024
    • 1 reply
    • 863 views
    • 
    • Bri
    • May 8, 2024

40. Do your clients get source documents for a hardship claim?

    By Peter Gulia, October 13, 2020   

    • hardship
    • 3 replies
    • 863 views
    • 
    • Ilene Ferenczy
    • October 14, 2020

41. Controlled GRoup?

    By austin3515, December 20, 2012
    • 2 replies
    • 863 views
    • 
    • four01kman
    • December 20, 2012

42. Hazard pay - state grant

    By Belgarath, September 29, 2020
    • 8 replies
    • 862 views
    • 
    • Belgarath
    • October 1, 2020

43. Statement Due dates

    By Dazednconfused, August 3, 2009
    • 0 replies
    • 862 views
    • 
    • Dazednconfused
    • August 3, 2009

44. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 862 views
    • 
    • Jim Chad
    • March 1, 2011

45. Updating documents since 1997

    By Jim Chad, January 26, 2015
    • 1 reply
    • 862 views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2015

46. Cornona Virus distribution

    By Lou81, April 9, 2020   

    • cares act
    • 4 replies
    • 861 views
    • 
    • Luke Bailey
    • May 18, 2020

47. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k, March 12
    • 0 replies
    • 861 views
    • 
    • Planit 401k
    • March 12

48. Safe Harbor 401K - Senior Moment

    By thepensionmaven, September 14, 2016
    • 6 replies
    • 861 views
    • 
    • Mike Preston
    • September 19, 2016

49. QNEC for new NHCE

    By jmartin, October 28, 2011
    • 0 replies
    • 861 views
    • 
    • jmartin
    • October 28, 2011

50. interim valuation - do ALL participants need statements?

    By AlbanyConsultant, June 7, 2022
    • 4 replies
    • 861 views
    • 
    • Luke Bailey
    • June 8, 2022