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401(k) Plans

19,275 topics in this forum

  1. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.1k views

  2. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 992 views

  3. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 527 views

  4. Missed Deferral Opportunity - mid year correction or max out option

    By legort69,
    • 3 replies
    • 583 views

  5. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 883 views

  6. Difference between 401(a)30 and 402(g)-EPCRS application

    By BG5150,
    • 5 replies
    • 1.2k views

  7. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 2.7k views

  8. Missed 2021 match for one person--do earnings?

    By BG5150,
    • 6 replies
    • 712 views

  9. Solo(k) Document / Registration Failures? Need guidance please....

    By ColeC,
    • 7 replies
    • 1.2k views

  10. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 2.6k views

  11. ADP/ACP Testing Compensation

    By AmyETPA,
    • 1 reply
    • 692 views
    • Bri
    • Bri

  12. How to correct failed match coverage test?

    By BG5150,
    • 1 reply
    • 699 views
    • Bri
    • Bri

  13. Carryover of Deferral Elections to QACA? Uniformity Requirement an issue?

    By casey72,
    • 0 replies
    • 397 views

  14. excess deferral deadline

    By Rayofsunshine,
    • 2 replies
    • 516 views

  15. Application of Last Day of Employment Rule for Self-Employed Partner in Profit Sharing Plan

    By 401 Chaos,
    • 14 replies
    • 1.2k views

  16. Statements for Terminated Unvested Participants

    By metsfan026,
    • 8 replies
    • 842 views

  17. Force-Out of Small Balances

    By Catch22PGM,   
    • 11 replies
    • 2.4k views

  18. Rollover to an IRA of balance over $5000 - spousal consent???

    By Pammie57,
    • 5 replies
    • 1.3k views

  19. Ineligible employee contributions

    By wifrbr,
    • 1 reply
    • 480 views
    • Bri
    • Bri

  20. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 1.4k views

  21. All Stock Purchase of Company With Safe Harbor 401k By Company With No Pre-Existing 401k

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 980 views

  22. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 979 views

  23. Resuming deferrals after 6 month break after hardship

    By ldr,   
    • 7 replies
    • 963 views
    • ldr
    • ldr

  24. Interest on Late Safe Harbor Contributions

    By metsfan026,
    • 15 replies
    • 3.1k views

  25. Loan Correction

    By khn,
    • 2 replies
    • 619 views

  26. Adding Union Employees to the 401(k) Plan - Audit issue

    By HarleyBabe,
    • 3 replies
    • 858 views

  27. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 644 views

  28. Final 5500 for terminated large plan

    By Pammie57,
    • 5 replies
    • 857 views

  29. Eligibility change - 30 day waiting period?

    By Jakyasar,
    • 6 replies
    • 1.1k views

  30. Compensation For An S-Corp

    By metsfan026,
    • 3 replies
    • 1.5k views

  31. Controlled group--different SH's? and/or match?

    By BG5150,
    • 13 replies
    • 4.4k views

  32. Mid-year change from SH Match to 3% NE?

    By Sue B,
    • 1 reply
    • 458 views

  33. Excluding 1099 Employees

    By metsfan026,
    • 6 replies
    • 1.1k views

  34. Excluded compensation in Safe Harbor plan

    By Penflyer,
    • 4 replies
    • 1k views

  35. US Based Employer With Employees In PR

    By 401kFun,
    • 3 replies
    • 883 views

  36. Controlled Group Question

    By metsfan026,
    • 5 replies
    • 605 views

  37. 3% safe harbor for union employees

    By jkharvey,
    • 7 replies
    • 2.8k views

  38. NY Mandated Retirement Plan

    By metsfan026,
    • 3 replies
    • 738 views

  39. 402(g) Excess in ADP test?

    By BG5150,
    • 5 replies
    • 1.6k views

  40. merger of off calendar year safe harbor into calendar year safe harbor and transition period

    By 30Rock,
    • 6 replies
    • 790 views

  41. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy,
    • 10 replies
    • 3.3k views

  42. Loan Corrections

    By austin3515,
    • 1 reply
    • 354 views

  43. Sole Proprietor has a loss

    By Egold,
    • 4 replies
    • 847 views

  44. Spousal Consent + RMD

    By metsfan026,
    • 8 replies
    • 3.8k views

  45. Mid-year amendment to vesting provisions in QACA

    By Belgarath,
    • 0 replies
    • 278 views

  46. What's the Max PS contribution for...

    By RayJJohnsonJr,
    • 3 replies
    • 941 views

  47. Who's The Employer?

    By AmyETPA,
    • 1 reply
    • 461 views

  48. auto enrollment to pretax or Roth

    By WCC,
    • 3 replies
    • 597 views

  49. Participating Employer, Controlled Group, Income from all Employers & SHNEC - HELP!

    By JGordon,
    • 2 replies
    • 506 views

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

    By austin3515,
    • 2 replies
    • 643 views
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