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401(k) Plans

19,321 topics in this forum

  1. EPCRS Missed Deferral Opportunity

    By austin3515,
    • 8 replies
    • 836 views

  2. Quarterly vesting

    By Dan,
    • 8 replies
    • 949 views

  3. Safe harbor nonelective, eligibility requirements based on service different than deferrals

    By Belgarath,
    • 3 replies
    • 675 views

  4. Voluntary Fiduciary Correction (VFC) Filing

    By metsfan026,
    • 1 reply
    • 562 views

  5. PEPs and small TPA firm

    By LMK TPA,
    • 2 replies
    • 852 views

  6. Per Diem Employees

    By Coleboy1,
    • 3 replies
    • 5k views

  7. Top-heavy and catch up

    By Becky Schwing,
    • 8 replies
    • 1.2k views

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

    By legort69,
    • 3 replies
    • 625 views

  9. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 926 views

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

    By BG5150,
    • 5 replies
    • 1.4k views

  11. Owner and Union Employee at the same time?

    By BG5150,
    • 7 replies
    • 1k views

  12. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 2.9k views

  13. ADP/ACP Testing Compensation

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

  14. Late Hardship Regulations Amendment - SCP?

    By casey72,
    • 2 replies
    • 534 views

  15. How to correct failed match coverage test?

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

  16. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 2.9k views

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

    By casey72,
    • 0 replies
    • 415 views

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

    By ColeC,
    • 7 replies
    • 1.3k views

  19. PEO Plan Status

    By EBECatty,
    • 4 replies
    • 2.3k views

  20. Statements for Terminated Unvested Participants

    By metsfan026,
    • 8 replies
    • 884 views

  21. excess deferral deadline

    By Rayofsunshine,
    • 2 replies
    • 602 views

  22. IRA owners can have their RMD's used as QCD's. But Qual Plan RMD's cannot?

    By RayJJohnsonJr,
    • 4 replies
    • 946 views

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

    By Pammie57,
    • 5 replies
    • 1.5k views

  24. Ineligible employee contributions

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

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

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 1k views

  26. ROBS plan - what is different?

    By R. Scott,
    • 10 replies
    • 2.6k views

  27. Interest on Late Safe Harbor Contributions

    By metsfan026,
    • 15 replies
    • 3.3k views

  28. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 1.6k views

  29. Loan Correction

    By khn,
    • 2 replies
    • 655 views

  30. Resuming deferrals after 6 month break after hardship

    By ldr,   
    • 7 replies
    • 1k views
    • ldr
    • ldr

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

    By HarleyBabe,
    • 3 replies
    • 889 views

  32. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 659 views

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

    By BG5150,
    • 6 replies
    • 736 views

  34. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 998 views

  35. Compensation For An S-Corp

    By metsfan026,
    • 3 replies
    • 1.8k views

  36. Final 5500 for terminated large plan

    By Pammie57,
    • 5 replies
    • 887 views

  37. Lifetime Income Disclosures - Tables for Calculations

    By austin3515,
    • 13 replies
    • 1.7k views

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

    By Sue B,
    • 1 reply
    • 486 views

  39. Eligibility change - 30 day waiting period?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  40. Excluding 1099 Employees

    By metsfan026,
    • 6 replies
    • 1.2k views

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

    By 401 Chaos,
    • 14 replies
    • 1.4k views

  42. Controlled Group Question

    By metsfan026,
    • 5 replies
    • 644 views

  43. NY Mandated Retirement Plan

    By metsfan026,
    • 3 replies
    • 768 views

  44. Excluded compensation in Safe Harbor plan

    By Penflyer,
    • 4 replies
    • 1.1k views

  45. Force-Out of Small Balances

    By Catch22PGM,   
    • 11 replies
    • 2.6k views

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

    By 30Rock,
    • 6 replies
    • 832 views

  47. Loan Corrections

    By austin3515,
    • 1 reply
    • 370 views

  48. US Based Employer With Employees In PR

    By 401kFun,
    • 3 replies
    • 993 views

  49. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy,
    • 10 replies
    • 3.8k views

  50. Sole Proprietor has a loss

    By Egold,
    • 4 replies
    • 880 views
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