401(k) Plans

19,275 topics in this forum

1. Self Directed Brokerage / FBO Accounts / Lifetime Income Disclosures

   By austin3515, March 22, 2022
   • 2 replies
   • 643 views
   • 
   • austin3515
   • March 22, 2022

2. QACA Missed Deferral Issue

   By 52626, July 25, 2024
   • 1 reply
   • 643 views
   • 
   • JRN
   • July 25, 2024

3. Income Stems From Crypto Currency?

   By metsfan026, January 25, 2022
   • 7 replies
   • 642 views
   • 
   • Peter Gulia
   • January 26, 2022

4. Secure 2.0 tax credits for safe harbor 401(K)

   By Newyorksba, August 2, 2024
   • 1 reply
   • 642 views
   • 
   • Peter Gulia
   • August 4, 2024

5. Safe Harbor Plan and Hardship issue

   By cpc0506, July 29, 2019
   • 1 reply
   • 641 views
   • 
   • Luke Bailey
   • July 29, 2019

6. proposed mid-year amendment to safe harbor enhanced match allocation

   By Roxie99, July 16, 2021
   • 3 replies
   • 641 views
   • 
   • Gilmore
   • July 28, 2021

7. Once eligible always eligible for deferrals?

   By Bruce1, July 7, 2024
   • 2 replies
   • 641 views
   • 
   • Bruce1
   • July 8, 2024

8. curious question about catch up

   By K2retire, July 20, 2016
   • 5 replies
   • 641 views
   • 
   • Tom Poje
   • July 21, 2016

9. EPCRS de minimis amount - excess contribution

   By krw, October 25, 2022
   • 3 replies
   • 641 views
   • 
   • krw
   • December 1, 2022

10. Is the calculation method used for correcting the failed test incompatible with the test failed?

    By dragondon, April 3, 2024
    • 6 replies
    • 640 views
    • 
    • dragondon
    • April 5, 2024

11. 1099 R for Participant with Roth and non-Roth monies

    By Pammie57, January 25, 2016
    • 1 reply
    • 640 views
    • 
    • Lou S.
    • January 25, 2016

12. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling, September 9, 2021
    • 1 reply
    • 640 views
    • 
    • Jakyasar
    • September 9, 2021

13. Non Calendar Plan and Compensation for Initial Short Year

    By Susan S., December 8, 2015
    • 1 reply
    • 640 views
    • 
    • Tom Poje
    • December 8, 2015

14. Recommendations on-line mailing service

    By austin3515, November 18, 2016
    • 2 replies
    • 640 views
    • 
    • austin3515
    • November 20, 2016

15. Correcting 415 Excess with Matched Deferrals

    By EBECatty, August 22
    • 3 replies
    • 639 views
    • 
    • EBECatty
    • August 25

16. 401(k) Plan Transferred to PEP

    By WBTPA, January 5, 2024
    • 1 reply
    • 639 views
    • 
    • Paul I
    • January 5, 2024

17. Amendment Required

    By DPSRich, January 25
    • 6 replies
    • 639 views
    • 
    • DPSRich
    • January 28

18. Safe Harbor Match mid-year suspension - notice

    By Belgarath, June 29, 2020
    • 3 replies
    • 639 views
    • 
    • Belgarath
    • July 1, 2020

19. compensation question yet again!!

    By pmacduff, May 9, 2019
    • 1 reply
    • 639 views
    • 
    • justanotheradmin
    • May 9, 2019

20. Hours before Participation don't count for allocation condition?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 639 views
    • 
    • Tom Poje
    • October 5, 2016

21. 401(k) for Cannabis businesses; impact of Impact of IRC sec. 4972 10% excise tax on nondeductible contributions

    By Luke Bailey, November 1, 2021
    • 2 replies
    • 638 views
    • 
    • Luke Bailey
    • November 2, 2021

22. 401(k) plans - set up question

    By Teatree, February 3, 2020   

    • 401k
    • discrimination testing
    • 5 replies
    • 638 views
    • 
    • Larry Starr
    • February 5, 2020

23. Super Catch-up for off-calendar plan year

    By pholosofizer, August 14
    • 2 replies
    • 638 views
    • 
    • RatherBeGolfing
    • August 15

24. Late Deposit Safe Harbor Timing vs 5500 Audit

    By Leopurrd-401k, March 8, 2023
    • 2 replies
    • 638 views
    • 
    • Peter Gulia
    • March 8, 2023

25. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga, December 10, 2018
    • 2 replies
    • 637 views
    • 
    • Purplemandinga
    • December 10, 2018

26. Cessation of participation by a participating employer

    By pensiongeek, November 4, 2019
    • 2 replies
    • 637 views
    • 
    • buckaroo
    • November 11, 2019

27. Eligibility Senior Moment

    By thepensionmaven, June 11, 2024
    • 4 replies
    • 637 views
    • 
    • thepensionmaven
    • June 14, 2024

28. EPCRS QNEC's and ADP Testing

    By austin3515, August 30, 2016
    • 1 reply
    • 637 views
    • 
    • rcline46
    • August 30, 2016

29. No Accountants Opinion Attached to 5500 - 2022

    By John K, June 28, 2024
    • 1 reply
    • 637 views
    • 
    • Calavera
    • July 1, 2024

30. New 401k plan - Am I missing something in the regs for eligibility?

    By Jakyasar, April 21, 2023
    • 3 replies
    • 637 views
    • 
    • Paul I
    • April 24, 2023

31. Oppose 401A Payout

    By Ron J, November 19, 2024
    • 6 replies
    • 637 views
    • 
    • david rigby
    • November 20, 2024

32. mid year change to safe harbor matc

    By 52626, May 31, 2016
    • 2 replies
    • 637 views
    • 
    • BG5150
    • May 31, 2016

33. Matching Forfeitures / Nobody Salary Defers

    By BeanCounterBlues, October 4, 2018
    • 5 replies
    • 637 views
    • 
    • ERISAAPPLE
    • October 6, 2018

34. combined 401K contribution limits

    By CG1, June 29, 2017
    • 4 replies
    • 637 views
    • 
    • CG1
    • June 30, 2017

35. 402(g) Violation?

    By Joe L, September 9, 2020   

    • 401k
    • testing
    • (and 1 more)

      Tagged with:

      • 401k
      • testing
      • 402(g)
    • 1 reply
    • 637 views
    • 
    • MWeddell
    • September 9, 2020

36. LLC to S-Corp and Plan Amendment?

    By throwawaymycpa, June 19, 2019
    • 1 reply
    • 636 views
    • 
    • justanotheradmin
    • June 19, 2019

37. autoenrollment refund?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 636 views
    • 
    • Jim Chad
    • October 5, 2016

38. Successor Plan Rule

    By K2, November 12, 2019
    • 1 reply
    • 635 views
    • 
    • Luke Bailey
    • November 13, 2019

39. What Form to use for 2020 SF or EZ

    By DPSRich, March 4, 2021
    • 3 replies
    • 635 views
    • 
    • Bird
    • March 4, 2021

40. so much for safe harbor, but...

    By Bri, February 19, 2018
    • 3 replies
    • 635 views
    • 
    • Bri
    • February 20, 2018

41. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026, July 2
    • 1 reply
    • 635 views
    • 
    • CuseFan
    • July 2

42. DFVCP Filing Fees

    By nerd-party-administrator, October 14, 2020
    • 2 replies
    • 635 views
    • 
    • ESOP Guy
    • October 14, 2020

43. Due Dates of Tax Returns

    By austin3515, November 20, 2017
    • 1 reply
    • 635 views
    • 
    • ERISAAPPLE
    • November 22, 2017

44. Fidelity Bond on a multiple employer plan

    By austin3515, August 28, 2018
    • 1 reply
    • 634 views
    • 
    • Madison71
    • August 28, 2018

45. coordination of benefits between two plans

    By BW, October 27, 2018
    • 4 replies
    • 634 views
    • 
    • imchipbrown
    • October 29, 2018

46. Promoting Company Stock

    By khn, September 26, 2017
    • 2 replies
    • 634 views
    • 
    • MoJo
    • September 26, 2017

47. 401k HCE Ineligible Contributions

    By wifrbr, January 30, 2020
    • 1 reply
    • 634 views
    • 
    • Bri
    • January 31, 2020

48. 402(g) excess for self-employed individual

    By DLavigne, October 12, 2020
    • 1 reply
    • 634 views
    • 
    • Bird
    • October 13, 2020

49. Client question about discretionary match.....need feedback

    By Pammie57, April 29, 2020
    • 12 replies
    • 634 views
    • 
    • Larry Starr
    • April 29, 2020

50. Additional funding due on Plan that is terminating

    By MaryM, December 11, 2015
    • 2 replies
    • 634 views
    • 
    • MaryM
    • December 11, 2015