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401(k) Plans

19,295 topics in this forum

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

    By justanotheradmin,
    • 11 replies
    • 1.9k views

  2. Construction company, employees terminating then coming back.

    By Basically,
    • 1 reply
    • 543 views

  3. Multiemployer ADP Testing

    By LarryDavid,
    • 1 reply
    • 457 views

  4. Net Unrealized Appreciation (partial rollover)

    By Dobber,
    • 2 replies
    • 887 views

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

    By ChevChase,
    • 2 replies
    • 731 views

  6. 415 Compensation / HCE Determination

    By austin3515,
    • 3 replies
    • 529 views

  7. Contribution up to 100 % of comp?

    By SSRRS,
    • 8 replies
    • 886 views

  8. Refinancing Participant Loans

    By Cobras59,
    • 1 reply
    • 463 views

  9. ROBS plan - what is different?

    By R. Scott,
    • 10 replies
    • 2.4k views

  10. Controlled Group - Husband & Wife

    By metsfan026,
    • 3 replies
    • 807 views

  11. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny,
    • 3 replies
    • 635 views

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

    By BG5150,
    • 10 replies
    • 1.2k views

  13. 200% of 6% safe harbor match

    By austin3515,
    • 12 replies
    • 1.3k views

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

    By RPP2001,
    • 12 replies
    • 2.2k views

  15. 1-person (+spouse) plan exceptions

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

  16. 401(k) In-Plan Roth rollover (IRR) vs. In-Plan Roth Transfer (IRT)

    By Tom,
    • 1 reply
    • 3.9k views

  17. Controlled Group question

    By Tom,
    • 4 replies
    • 544 views
    • Tom
    • Tom

  18. 401(k) Eve?

    By CuseFan,
    • 8 replies
    • 571 views

  19. Solo 401(k) Mess

    By Chipwood 24,
    • 2 replies
    • 572 views

  20. Insurance Premiums Paid Outside of Plan

    By metsfan026,
    • 15 replies
    • 1.3k views
    • Bird
    • Bird

  21. Carryover of deferral elections to new plan

    By Carol V. Calhoun,
    • 20 replies
    • 3k views

  22. 6 Months and 1000 hour requirement for eligibility

    By Coleboy1,
    • 11 replies
    • 4.4k views

  23. Top Heavy and Prevailing wage

    By Jim Chad,
    • 6 replies
    • 786 views

  24. 414s Testing for Safe Harbor Plans

    By justatester,
    • 4 replies
    • 1.2k views

  25. Dual-Qualified Plan In Puerto Rico

    By metsfan026,
    • 6 replies
    • 5k views

  26. Termination For Embezzling Money + Profit Sharing

    By metsfan026,
    • 9 replies
    • 1.8k views

  27. Does corporate resolution to make a discretionary contribution create legal obligation to do so?

    By Belgarath,
    • 4 replies
    • 722 views

  28. Electronic signing Plan Documents - RK pushback?

    By Kac1214,
    • 15 replies
    • 1.8k views

  29. Safe Harbor to fix Top-Heavy (9/30 plan year end)

    By JHalligan,
    • 1 reply
    • 334 views

  30. Family Attribution Rules - Grandkids

    By metsfan026,
    • 5 replies
    • 2.3k views

  31. Participant Moves from one Location to Another

    By Coleboy1,
    • 11 replies
    • 1.4k views

  32. Lifetime Income illustrations

    By Micheleciz,
    • 22 replies
    • 2k views

  33. In-Law Attribution

    By EBECatty,
    • 3 replies
    • 580 views

  34. Solo 401(k)

    By Dobber,
    • 3 replies
    • 783 views

  35. Plan doc allows for provisions, but no service provider offers it

    By 401kay,
    • 7 replies
    • 1.1k views

  36. Fiscal plan deferral limit

    By Jakyasar,
    • 3 replies
    • 825 views

  37. Participant wants to change distribution election

    By Ananda,
    • 10 replies
    • 2.3k views

  38. Safe Harbor plan exclude some HCEs, but not all

    By R. Butler,
    • 4 replies
    • 1.2k views

  39. Changing QACA percentage mid-year

    By cpc0506,
    • 0 replies
    • 341 views

  40. Terminating plan with forfeitures

    By RatherBeGolfing,
    • 6 replies
    • 701 views

  41. Potential 414(s) failure

    By R. Butler,
    • 3 replies
    • 637 views

  42. Normal retirement: service vs participation years for vesting

    By pmacduff,
    • 5 replies
    • 1.4k views

  43. Limiting loan amount and repayment period

    By cpc0506,
    • 5 replies
    • 806 views

  44. QNEC, Already contributed $20,500 limit to 401K; Turned 50 years old in March 2022, will QNEC count towards Catch-Up Limit?

    By Rita,
    • 2 replies
    • 587 views

  45. What Is ERISA's Bond Requirement

    By steve45,
    • 4 replies
    • 703 views

  46. Safe harbor plan, disaggregation

    By JRN,
    • 2 replies
    • 844 views
    • JRN
    • JRN

  47. Starting new safe harbor plan

    By Jakyasar,
    • 9 replies
    • 809 views

  48. Roth Rollover to Plan that doesn't have Roth

    By karl,
    • 13 replies
    • 2k views

  49. Deadlines for new plans (2022)

    By 401kay,
    • 11 replies
    • 1.5k views
    • Bri
    • Bri

  50. In-kind PS deposit

    By TPApril,
    • 14 replies
    • 2.1k views
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