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401(k) Plans

19,275 topics in this forum

  1. What if participant wants backup on ADP refund?

    By BG5150,
    • 13 replies
    • 1.7k views

  2. Top Heavy for Partners

    By nancy,
    • 7 replies
    • 706 views

  3. Excluding from testing EE left with less than 500 hours

    By Jim Chad,
    • 6 replies
    • 1.4k views

  4. Determine Compensation in a Control Group

    By Basically,
    • 4 replies
    • 552 views

  5. 401k - Employee excessively accelerating contributions (deferrals)

    By famoosemutt,
    • 1 reply
    • 687 views
    • WCC
    • WCC

  6. Plans Merged; Prior Plan Administered a Higher ER Match % than Plan Doc called for. Are corrective measures needed?

    By ERISA Rookie,
    • 4 replies
    • 680 views

  7. PS 58 Cost and inservice distributions

    By Jester,
    • 5 replies
    • 1.6k views

  8. Safe Harbor 401(K) Plan with Automatic Enrollment

    By RayRay,
    • 5 replies
    • 1.3k views

  9. 401k Plan vs. 403(b) for a non-profit organization

    By Pammie57,
    • 9 replies
    • 2k views

  10. Referral to third party administrator for Individual 401K

    By MFouz,
    • 13 replies
    • 3.2k views

  11. Covered Comp Tables

    By austin3515,
    • 5 replies
    • 706 views
    • Bri
    • Bri

  12. SE Contribution Calculation

    By Basically,
    • 3 replies
    • 903 views

  13. Quick Controlled Group Question

    By metsfan026,
    • 10 replies
    • 1.4k views

  14. Net Unrealized Appreciation (NUA)

    By Dobber,
    • 2 replies
    • 600 views

  15. Employer contributions to a HSA made through a Section 125 plan - income for 401k plan purposes?

    By Belgarath,
    • 9 replies
    • 2.2k views

  16. Amended to 1120 to take retirement contribution

    By austin3515,
    • 4 replies
    • 1.2k views

  17. Tipped Employees and Deferrals

    By katdmin,
    • 6 replies
    • 1.8k views

  18. Income Stems From Crypto Currency?

    By metsfan026,
    • 7 replies
    • 641 views

  19. Deemed distribution of participant loan that did not include accrued interest

    By Walter7020,
    • 6 replies
    • 978 views

  20. Catch Up Exceed 100% of Comp

    By jd1433,
    • 5 replies
    • 2k views

  21. In-plan Roth transfers

    By B21,
    • 2 replies
    • 563 views
    • B21
    • B21

  22. must offer 401K

    By SSRRS,
    • 2 replies
    • 416 views

  23. Safe Harbor - addition of match mid-year

    By Robin Wilson,
    • 4 replies
    • 1.7k views

  24. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet,
    • 2 replies
    • 723 views

  25. Catch-Up Contributions

    By Christopher Wilson,
    • 2 replies
    • 707 views

  26. Change in Controlled Group - affect on 401(k)

    By M Norton,   
    • 1 reply
    • 808 views

  27. Exclusions from Compensation in Plan Document

    By metsfan026,
    • 8 replies
    • 956 views

  28. EPCRS Before You Make a Mistake

    By austin3515,
    • 18 replies
    • 1.5k views

  29. No frills 401(k) Max Contribution

    By Basically,
    • 13 replies
    • 1.3k views

  30. 401k match contribution for deceased employee on retro pay

    By sbuck,
    • 2 replies
    • 875 views

  31. Confusion about profit share

    By 2bizoneguy,
    • 3 replies
    • 976 views

  32. LLC / S Corp and the new PTET tax payment

    By DDB BN,
    • 8 replies
    • 1.5k views

  33. Family Aggregation Rule

    By Ahuntingus,
    • 6 replies
    • 1.4k views

  34. 401k enrollment date versus contribution change date

    By ACK,
    • 2 replies
    • 545 views
    • ACK
    • ACK

  35. Cycle 3 IDP plan restatement issues with Corbel/FIS plan documents for 401kpsp plans

    By VeryOldMan,
    • 0 replies
    • 600 views

  36. Terminated Plan - final 5500

    By Florence,
    • 8 replies
    • 1.4k views

  37. Temp to Hire / Service with Temp Agency - Relius Corbel Doc

    By austin3515,
    • 15 replies
    • 1.1k views

  38. Plans eligible to receive safe harbor contributions.

    By AJ North,
    • 2 replies
    • 623 views

  39. Unbeknownst SEP-IRA by affiliated service group member

    By J Simmons,
    • 5 replies
    • 3k views

  40. Maximum 401k safe harbor plan for 2021

    By Egold,
    • 9 replies
    • 1.2k views

  41. Rehire eligibility question – Brain Bubble

    By MaryMcConnell,
    • 3 replies
    • 677 views

  42. SMM for Amendment to Change Corp Trustee

    By austin3515,
    • 11 replies
    • 1.6k views

  43. Can Asset Seller Distribute Plan While Becoming ASG Member with Buyer?

    By Plan Doc,
    • 2 replies
    • 685 views

  44. Foreign Owned Companies - control group?

    By 401Kerfuffle,
    • 1 reply
    • 758 views
    • WCC
    • WCC

  45. Multiple-employer defined contribution pension plans to report aggregate account balance information by employer

    By steve45,
    • 1 reply
    • 419 views

  46. Correcting Excess Deferrals

    By steve45,   
    • 6 replies
    • 1.1k views

  47. Investment In Company's Own Hedge Fund?

    By metsfan026,
    • 1 reply
    • 1k views

  48. Otherwise Excludable Employees

    By Becky Schwing,
    • 9 replies
    • 2.8k views

  49. Union Employees with Non-Union Wages

    By Zoey,
    • 1 reply
    • 714 views
    • Bri
    • Bri

  50. can 1099 income contribution be added to S-corp plan?

    By mkaufman,
    • 5 replies
    • 945 views
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