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401(k) Plans

19,317 topics in this forum

  1. Reporting of Management Fees on Form 5500

    By metsfan026,
    • 6 replies
    • 2.9k views

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

    By BG5150,
    • 6 replies
    • 734 views

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

    By ColeC,
    • 7 replies
    • 1.3k views

  4. Trustee being removed, needs to sign amendment?

    By TPApril,
    • 13 replies
    • 2.8k views

  5. ADP/ACP Testing Compensation

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

  6. How to correct failed match coverage test?

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

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

    By casey72,
    • 0 replies
    • 412 views

  8. excess deferral deadline

    By Rayofsunshine,
    • 2 replies
    • 593 views

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

    By 401 Chaos,
    • 14 replies
    • 1.3k views

  10. Statements for Terminated Unvested Participants

    By metsfan026,
    • 8 replies
    • 876 views

  11. Force-Out of Small Balances

    By Catch22PGM,   
    • 11 replies
    • 2.5k views

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

    By Pammie57,
    • 5 replies
    • 1.5k views

  13. Ineligible employee contributions

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

  14. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 1.6k views

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

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 1k views

  16. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 998 views

  17. Resuming deferrals after 6 month break after hardship

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

  18. Interest on Late Safe Harbor Contributions

    By metsfan026,
    • 15 replies
    • 3.2k views

  19. Loan Correction

    By khn,
    • 2 replies
    • 654 views

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

    By HarleyBabe,
    • 3 replies
    • 881 views

  21. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 659 views

  22. Final 5500 for terminated large plan

    By Pammie57,
    • 5 replies
    • 885 views

  23. Eligibility change - 30 day waiting period?

    By Jakyasar,
    • 6 replies
    • 1.2k views

  24. Compensation For An S-Corp

    By metsfan026,
    • 3 replies
    • 1.7k views

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

    By BG5150,
    • 13 replies
    • 4.5k views

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

    By Sue B,
    • 1 reply
    • 486 views

  27. Excluding 1099 Employees

    By metsfan026,
    • 6 replies
    • 1.2k views

  28. Excluded compensation in Safe Harbor plan

    By Penflyer,
    • 4 replies
    • 1.1k views

  29. US Based Employer With Employees In PR

    By 401kFun,
    • 3 replies
    • 982 views

  30. Controlled Group Question

    By metsfan026,
    • 5 replies
    • 632 views

  31. 3% safe harbor for union employees

    By jkharvey,
    • 7 replies
    • 2.8k views

  32. NY Mandated Retirement Plan

    By metsfan026,
    • 3 replies
    • 766 views

  33. 402(g) Excess in ADP test?

    By BG5150,
    • 5 replies
    • 1.6k views

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

    By 30Rock,
    • 6 replies
    • 828 views

  35. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy,
    • 10 replies
    • 3.8k views

  36. Loan Corrections

    By austin3515,
    • 1 reply
    • 370 views

  37. Sole Proprietor has a loss

    By Egold,
    • 4 replies
    • 874 views

  38. Spousal Consent + RMD

    By metsfan026,
    • 8 replies
    • 4.1k views

  39. Mid-year amendment to vesting provisions in QACA

    By Belgarath,
    • 0 replies
    • 293 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 953 views

  41. Who's The Employer?

    By AmyETPA,
    • 1 reply
    • 486 views

  42. auto enrollment to pretax or Roth

    By WCC,
    • 3 replies
    • 642 views

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

    By JGordon,
    • 2 replies
    • 525 views

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

    By austin3515,
    • 2 replies
    • 661 views

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

    By 401 Chaos,
    • 2 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 415 views

  47. SoloK plan and Participating Employers

    By cpc0506,
    • 3 replies
    • 775 views

  48. Very wealthy doctor

    By rblum50,
    • 7 replies
    • 903 views

  49. 402g Excess - Withholding Requirement on Small excess

    By Gilmore,
    • 3 replies
    • 719 views

  50. Paying fees on behalf of plan

    By Molgilny89,
    • 1 reply
    • 672 views
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