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401(k) Plans

19,319 topics in this forum

  1. Deducted Contribution in 2018 / Never Funded

    By austin3515,
    • 14 replies
    • 787 views

  2. Amnending SH Plan AFTER SH Notice Distributed

    By austin3515,
    • 12 replies
    • 787 views

  3. Deferrals in a two Employer Plan

    By ewatson12,
    • 5 replies
    • 787 views

  4. Student Loan

    By JustMe,
    • 2 replies
    • 787 views

  5. Excess Deferrals

    By thepensionmaven,
    • 2 replies
    • 787 views

  6. PS after Tax Return Filed but before Due Date

    By cheersmate,   
    • 2 replies
    • 787 views

  7. Affiliated Service Group and Testing

    By 52626,
    • 1 reply
    • 786 views

  8. Control Group - Restaurants

    By coleboy,
    • 6 replies
    • 786 views

  9. Final 5500 after entire solo 401k rolled over into SEP IRA

    By NJ Harrington,
    • 4 replies
    • 786 views

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

    By kmhaab,
    • 3 replies
    • 786 views

  11. Rehire Eligibility in a Multiple Employer Plan (MEP)

    By JenniferOhio,
    • 2 replies
    • 786 views

  12. 415 Limit and Catch-up

    By NW529,   
    • 3 replies
    • 786 views

  13. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 786 views

  14. Controlled Group and Top Heavy

    By AmyETPA,
    • 3 replies
    • 786 views

  15. Summary Annual Report (SAR)

    By Nassau,
    • 0 replies
    • 785 views

  16. In-plan Roth conversion.

    By Guest Thornton,   
    • 1 reply
    • 785 views

  17. 408(b)(2) notice questions

    By Pammie57,
    • 1 reply
    • 785 views

  18. Switch Next Year's Safe Harbor

    By Gilmore,
    • 3 replies
    • 785 views

  19. Partial Plan Termination with Short Plan Year

    By pixmax,
    • 3 replies
    • 785 views

  20. Open architechture

    By Jim Chad,
    • 1 reply
    • 785 views

  21. CARES Act & Safe Harbor

    By Stash026,
    • 1 reply
    • 785 views

  22. Excess Deferral

    By thepensionmaven,
    • 4 replies
    • 785 views

  23. Failure to Withhold Deferrals from Bonuses

    By cheersmate,   
    • 2 replies
    • 784 views

  24. HCEs and 401(k)

    By BellaBee41,
    • 2 replies
    • 783 views

  25. Safe Harbor Match True-Up

    By nerd-party-administrator,
    • 2 replies
    • 782 views

  26. new plan "missing" the first payroll for deferrals

    By AlbanyConsultant,
    • 2 replies
    • 782 views

  27. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 782 views

  28. Control group worksheet

    By ESI2015,
    • 0 replies
    • 782 views

  29. transition relief applicable?

    By AlbanyConsultant,
    • 3 replies
    • 782 views

  30. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 782 views
    • Bri
    • Bri

  31. Switching SH for 2020

    By Jakyasar,
    • 5 replies
    • 782 views

  32. For the gateway requirement can a 3% safe harbor non elective contribution be used to offset the 5% necessary allocation?

    By dragondon,
    • 1 reply
    • 782 views

  33. Ineligible Deferrals Reimbursed Through Payroll

    By Mr401k,
    • 0 replies
    • 781 views

  34. Foreign Owned Companies - control group?

    By 401Kerfuffle,
    • 1 reply
    • 781 views
    • WCC
    • WCC

  35. Pull out in 2016 from HCEs account wrongly deposited Employer Discretionary Contribution in 2015

    By AdKu,   
    • 3 replies
    • 781 views

  36. Handling of Illiquid Investments When Profit Sharing Plan is Amended to Self-Directed 401(k)

    By Connor,
    • 3 replies
    • 780 views

  37. Distributions from partially-vested accts--protected?

    By BG5150,
    • 3 replies
    • 780 views

  38. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 780 views

  39. UBTI and a 990T

    By KTB,
    • 1 reply
    • 780 views

  40. old DC-1 and DC-2 books for sale?

    By justanotheradmin,
    • 0 replies
    • 780 views

  41. Automatic Enrollment under SECURE 2.0

    By sb0828,
    • 1 reply
    • 780 views

  42. Amending 401k to Safe Harbor Non-elective mid year 2020

    By Pammie57,
    • 4 replies
    • 780 views

  43. Revoke 2021 SH Match Notice & Contribution

    By susieQ,
    • 4 replies
    • 780 views

  44. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 779 views

  45. loan default

    By mehmgo,
    • 4 replies
    • 779 views

  46. S Corp filed return and wants to file an amended return

    By DDB BN,
    • 2 replies
    • 779 views

  47. Excluded NHCE Owners

    By HJ100,
    • 3 replies
    • 779 views

  48. Coverage Testing for plan changing from related employers to MEP

    By DLavigne,
    • 0 replies
    • 779 views

  49. Foreign 401k

    By AbsolutelyOkayPossibly,
    • 2 replies
    • 778 views

  50. eligibiltiy for rehire

    By Lou81,
    • 6 replies
    • 778 views
    • Bri
    • Bri
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