401(k) Plans

19,295 topics in this forum

1. Compensation For An S-Corp

   By metsfan026, April 5, 2022
   • 3 replies
   • 1.6k views
   • 
   • Dare Johnson
   • April 5, 2022

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

   By BG5150, November 20, 2019
   • 13 replies
   • 4.4k views
   • 
   • casey72
   • April 4, 2022

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

   By Sue B, April 4, 2022
   • 1 reply
   • 465 views
   • 
   • C. B. Zeller
   • April 4, 2022

4. Excluding 1099 Employees

   By metsfan026, March 31, 2022
   • 6 replies
   • 1.1k views
   • 
   • rocknrolls2
   • April 1, 2022

5. Excluded compensation in Safe Harbor plan

   By Penflyer, March 31, 2022
   • 4 replies
   • 1.1k views
   • 
   • Nate S
   • April 1, 2022

6. US Based Employer With Employees In PR

   By 401kFun, March 29, 2022
   • 3 replies
   • 928 views
   • 
   • Jean Karlo
   • April 1, 2022

7. Controlled Group Question

   By metsfan026, March 31, 2022
   • 5 replies
   • 613 views
   • 
   • C. B. Zeller
   • March 31, 2022

8. 3% safe harbor for union employees

   By jkharvey, November 7, 2000
   • 7 replies
   • 2.8k views
   • 
   • Noah
   • March 31, 2022

9. NY Mandated Retirement Plan

   By metsfan026, March 31, 2022
   • 3 replies
   • 757 views
   • 
   • CuseFan
   • March 31, 2022

10. 402(g) Excess in ADP test?

    By BG5150, February 25, 2022
    • 5 replies
    • 1.6k views
    • 
    • Melissa2115
    • March 31, 2022

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

    By 30Rock, March 30, 2022
    • 6 replies
    • 806 views
    • 
    • 30Rock
    • March 30, 2022

12. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy, March 29, 2022
    • 10 replies
    • 3.4k views
    • 
    • Nate S
    • March 30, 2022

13. Loan Corrections

    By austin3515, March 30, 2022
    • 1 reply
    • 358 views
    • 
    • austin3515
    • March 30, 2022

14. Sole Proprietor has a loss

    By Egold, March 28, 2022
    • 4 replies
    • 860 views
    • 
    • Egold
    • March 29, 2022

15. Spousal Consent + RMD

    By metsfan026, March 23, 2022
    • 8 replies
    • 4k views
    • 
    • bito'money
    • March 28, 2022

16. Mid-year amendment to vesting provisions in QACA

    By Belgarath, March 28, 2022
    • 0 replies
    • 285 views
    • 
    • Belgarath
    • March 28, 2022

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

    By RayJJohnsonJr, March 23, 2022
    • 3 replies
    • 947 views
    • 
    • RayJJohnsonJr
    • March 25, 2022

18. Who's The Employer?

    By AmyETPA, March 23, 2022
    • 1 reply
    • 470 views
    • 
    • CuseFan
    • March 24, 2022

19. auto enrollment to pretax or Roth

    By WCC, March 22, 2022
    • 3 replies
    • 614 views
    • 
    • Peter Gulia
    • March 24, 2022

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

    By JGordon, March 22, 2022
    • 2 replies
    • 515 views
    • 
    • Bill Presson
    • March 23, 2022

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

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

22. Profit Sharing Contributions Exceeding Annual Additions Limit Across Multiple Employers

    By 401 Chaos, March 22, 2022
    • 2 replies
    • 1.1k views
    • 
    • Nate S
    • March 22, 2022

23. Deferrals start 7/1, PY is full year--calc match?

    By BG5150, March 22, 2022
    • 1 reply
    • 407 views
    • 
    • Nate S
    • March 22, 2022

24. SoloK plan and Participating Employers

    By cpc0506, March 13, 2022
    • 3 replies
    • 757 views
    • 
    • Nate S
    • March 22, 2022

25. Very wealthy doctor

    By rblum50, March 18, 2022
    • 7 replies
    • 887 views
    • 
    • Nate S
    • March 22, 2022

26. 402g Excess - Withholding Requirement on Small excess

    By Gilmore, March 18, 2022
    • 3 replies
    • 704 views
    • 
    • Gilmore
    • March 21, 2022

27. Paying fees on behalf of plan

    By Molgilny89, March 21, 2022
    • 1 reply
    • 654 views
    • 
    • Peter Gulia
    • March 21, 2022

28. Lifetime Income Illustration - SECURE Act

    By RSPGH18, March 21, 2022
    • 1 reply
    • 743 views
    • 
    • Peter Gulia
    • March 21, 2022

29. Removing Roth Option

    By RestAssured, February 24, 2022
    • 7 replies
    • 756 views
    • 
    • #toomanyrules
    • March 18, 2022

30. Assets from suspense account inadvertantly transferred to Employer

    By Renee H, March 14, 2022
    • 7 replies
    • 1.2k views
    • 
    • Renee H
    • March 17, 2022

31. Mistake In Fact Duplicate Deposit

    By AmyETPA, March 15, 2022
    • 3 replies
    • 1.4k views
    • 
    • Doc Ument
    • March 17, 2022

32. Coverage Testing - No wages paid during plan year.

    By 52626, March 15, 2022
    • 3 replies
    • 755 views
    • 
    • Nate S
    • March 16, 2022

33. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

    By Christopher Wilson, March 15, 2022
    • 1 reply
    • 839 views
    • 
    • Lou S.
    • March 15, 2022

34. 1099-R(s) for 402(g) excess

    By BG5150, March 15, 2022
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 15, 2022

35. Correcting a sequence number on a solo 401(k) plan

    By scottsb, March 11, 2022
    • 1 reply
    • 861 views
    • 
    • Bri
    • March 14, 2022

36. 1% key employees and options

    By Griswold, March 6, 2022
    • 8 replies
    • 1.2k views
    • 
    • Luke Bailey
    • March 10, 2022

37. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell, March 9, 2022
    • 4 replies
    • 1.1k views
    • 
    • Dare Johnson
    • March 10, 2022

38. Failed ACP Match Refunds

    By Coleboy1, February 24, 2022
    • 3 replies
    • 1k views
    • 
    • Bri
    • March 10, 2022

39. HCEs not receiving regular employer match

    By Rose, March 9, 2022
    • 2 replies
    • 541 views
    • 
    • BG5150
    • March 9, 2022

40. Leased Employees - Problems with 410(b)

    By Y401k, March 8, 2022
    • 3 replies
    • 920 views
    • 
    • Y401k
    • March 9, 2022

41. ADP Refund--HCE has both Roth and Pre-Tax deferrals

    By BG5150, March 3, 2022
    • 11 replies
    • 2.8k views
    • 
    • Luke Bailey
    • March 8, 2022

42. Non Discrimination Testing for Amendment Permitting Early Entry Into 401(k) Plan

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 8, 2022

43. Wants to change Solo 401(k) plan as Corp is hiring first common law employee.

    By kpension, March 2, 2022
    • 14 replies
    • 1.3k views
    • 
    • ERISA1
    • March 8, 2022

44. safe harbor match plan, retro amendment to make employee eligible and top heavy exemption

    By DMcGovern, March 1, 2022
    • 1 reply
    • 497 views
    • 
    • mming
    • March 4, 2022

45. Affiliated Service Group Question

    By metsfan026, March 2, 2022
    • 3 replies
    • 516 views
    • 
    • C. B. Zeller
    • March 4, 2022

46. SAFE HARBOR AND CONTROLLED GROUP

    By Earl, February 28, 2007
    • 38 replies
    • 22.8k views
    • 
    • Luke Bailey
    • March 3, 2022
47. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

48. Partic termed in late Dec '20 but paid in early Jan--in ADP test?

    By BG5150, February 23, 2022
    • 7 replies
    • 1k views
    • 
    • MWeddell
    • March 1, 2022

49. Deferral... Voluntary Contribution... Mess!

    By K-t-F, March 1, 2022
    • 0 replies
    • 319 views
    • 
    • K-t-F
    • March 1, 2022

50. Multiple Employer Plan - Excess Contributions

    By metsfan026, February 4, 2022
    • 5 replies
    • 764 views
    • 
    • metsfan026
    • March 1, 2022