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401(k) Plans

19,275 topics in this forum

  1. 401k catchup

    By pgold,
    • 3 replies
    • 737 views

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

    By NJ Harrington,
    • 4 replies
    • 737 views

  3. eligibiltiy for rehire

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

  4. Is it permissible to have EACA for only one type of compensation, such as bonus?

    By jkharvey,
    • 2 replies
    • 737 views

  5. SHNEC deposit for 2017 plan year not made until now

    By MarZDoates,
    • 5 replies
    • 737 views

  6. after tax deposit deadline

    By cdavis25,
    • 3 replies
    • 737 views

  7. Loans from 401(k) Were for More Than 50% of Vested Balance; How to Fix?

    By MikeB,
    • 2 replies
    • 737 views

  8. Plan Amendment Effective, but Late Adopted

    By BenefitsRUs21,
    • 2 replies
    • 737 views

  9. NY Mandated Retirement Plan

    By metsfan026,
    • 3 replies
    • 737 views

  10. ReHired account balance

    By 401Karina,
    • 2 replies
    • 737 views
    • Bri
    • Bri

  11. SIMPLE Roth Rollover

    By MGOAdmin,
    • 1 reply
    • 736 views

  12. 401 K medical debt proof

    By christiana,
    • 1 reply
    • 736 views

  13. Plan sponsor change (updated with form 5500 issue)

    By Bart,
    • 1 reply
    • 736 views

  14. Lifetime Income Illustration - SECURE Act

    By RSPGH18,
    • 1 reply
    • 736 views

  15. no FICA tax for sole proprietor

    By cpc0506,
    • 2 replies
    • 736 views

  16. Deemed Loan that EE continued to pay on 5500

    By Alex Daisy,
    • 1 reply
    • 736 views

  17. Safe Harbor Match True-Up Question

    By metsfan026,
    • 3 replies
    • 736 views

  18. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 735 views

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

    By kmhaab,
    • 3 replies
    • 735 views

  20. Deposit deadline for employee deferrals

    By Belgarath,
    • 3 replies
    • 735 views
    • K2
    • K2

  21. Small Corrections in EPCRS

    By austin3515,
    • 2 replies
    • 735 views

  22. Excess Deferral unrelated plans and ADP Refund

    By legort69,
    • 2 replies
    • 735 views

  23. Participant Request to Add Asset Class

    By khn,
    • 5 replies
    • 735 views

  24. Prevailing Wage/Davis Bacon - dealing with awarding agencies?

    By AndrewZ,
    • 0 replies
    • 734 views

  25. Roth Rollovers but not Roth 401(k) Elective Deferrals

    By pjb1835,
    • 3 replies
    • 734 views

  26. Spin off and protected benefits

    By cpc0506,
    • 1 reply
    • 734 views

  27. Which recordkeepers allow a hardship distribution on a participant’s certification?

    By Peter Gulia,
    • 3 replies
    • 734 views

  28. Account set up for mega back door Roth

    By Santo Gold,
    • 7 replies
    • 734 views

  29. eligibility question

    By Tom,
    • 3 replies
    • 734 views

  30. Delinquent or not? 5500-EZ

    By bjuneure,
    • 4 replies
    • 734 views

  31. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 734 views

  32. deferral issue

    By Pammie57,
    • 9 replies
    • 732 views

  33. Coverage Testing Correction Methods

    By metsfan026,
    • 4 replies
    • 732 views

  34. ADP test failure

    By thepensionmaven,
    • 5 replies
    • 732 views

  35. ADP/ACP failure late correction - 1099 year?

    By WCC,
    • 3 replies
    • 731 views

  36. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 731 views

  37. Two entities, Same ownership, Two different plan designs

    By TMcfall,
    • 4 replies
    • 730 views

  38. 1099Misc

    By Guest eafrazier,
    • 0 replies
    • 730 views
    • Guest
    • Guest

  39. EBAR Calculation - Cash Balance/Profit Sharing

    By Stash026,
    • 4 replies
    • 729 views

  40. Employer Match

    By thepensionmaven,
    • 1 reply
    • 729 views

  41. Safe Harbor Nonelective Excludes HCE's

    By EJS_TPA,   
    • 5 replies
    • 729 views

  42. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81,   
    • 2 replies
    • 729 views

  43. Review of Vendor Contracts - Settlor Fee?

    By 52626,
    • 2 replies
    • 728 views

  44. 2025 comp for 2026 HPI

    By AlbanyConsultant,
    • 7 replies
    • 728 views

  45. Change to Match Formula - after year end?

    By jmartin,
    • 5 replies
    • 728 views

  46. Contribution Rules When Have More than one participating employer

    By arthurkagan,
    • 1 reply
    • 728 views

  47. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 728 views

  48. Can Solo 401k's have an automatic enrollment feature?

    By dragondon,
    • 3 replies
    • 728 views

  49. CARES Act and Hardship Withdrawal

    By Susan S.,
    • 2 replies
    • 728 views

  50. Missed Auto-Enrollment Contributions

    By metsfan026,
    • 5 replies
    • 727 views
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