401(k) Plans

19,321 topics in this forum

1. SoloK plan and Participating Employers

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

2. Very wealthy doctor

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

3. 402g Excess - Withholding Requirement on Small excess

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

4. Paying fees on behalf of plan

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

5. Lifetime Income Illustration - SECURE Act

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

6. Removing Roth Option

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

7. Assets from suspense account inadvertantly transferred to Employer

   By Renee H, March 14, 2022
   • 7 replies
   • 1.3k views
   • 
   • Renee H
   • March 17, 2022

8. Mistake In Fact Duplicate Deposit

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

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

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

10. 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
    • 849 views
    • 
    • Lou S.
    • March 15, 2022

11. 1099-R(s) for 402(g) excess

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

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

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

13. 1% key employees and options

    By Griswold, March 6, 2022
    • 8 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 10, 2022

14. 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

15. Failed ACP Match Refunds

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

16. HCEs not receiving regular employer match

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

17. Leased Employees - Problems with 410(b)

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

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

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

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

    By PensionPro, February 25, 2022
    • 7 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 8, 2022

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

    By kpension, March 2, 2022
    • 14 replies
    • 1.4k views
    • 
    • ERISA1
    • March 8, 2022

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

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

22. Affiliated Service Group Question

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

23. SAFE HARBOR AND CONTROLLED GROUP

    By Earl, February 28, 2007
    • 38 replies
    • 22.9k views
    • 
    • Luke Bailey
    • March 3, 2022
24. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By BG5150, February 23, 2022
    • 7 replies
    • 1.1k views
    • 
    • MWeddell
    • March 1, 2022

26. Deferral... Voluntary Contribution... Mess!

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

27. Multiple Employer Plan - Excess Contributions

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

28. Retired or Terminated for purposes of Match

    By Pammie57, February 22, 2022
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • March 1, 2022

29. Safe Harbor mid-year amendment to compensation definition - nonelective contribution plan

    By Belgarath, February 28, 2022
    • 0 replies
    • 704 views
    • 
    • Belgarath
    • February 28, 2022

30. Participant Took Coronavirus-Related Distribution in 2020, Tax Spread over 3 Years; Can Repayment of Amount Otherwise Taxed Be Deducted?

    By rocknrolls2, February 26, 2022
    • 2 replies
    • 359 views
    • 
    • C. B. Zeller
    • February 28, 2022

31. QACA Plan

    By 52626, February 25, 2022
    • 4 replies
    • 1.4k views
    • 
    • Gadgetfreak
    • February 27, 2022

32. Top Heavy and Safe Harbor

    By justatester, February 25, 2022
    • 4 replies
    • 817 views
    • 
    • C. B. Zeller
    • February 25, 2022

33. 401k payroll missed 3 loan repayments of $57.02...Using VCFP Model Form..Is there a Fee to use ? Is form 5530 Required?

    By Ken_BenefitScape, February 25, 2022
    • 1 reply
    • 675 views
    • 
    • EBP
    • February 25, 2022

34. Final 5500 after entire solo 401k rolled over into SEP IRA

    By NJ Harrington, February 24, 2022
    • 4 replies
    • 792 views
    • 
    • Bird
    • February 25, 2022

35. Lifetime Income Illustration Formula

    By JOH, August 25, 2021
    • 8 replies
    • 2.9k views
    • 
    • 401king
    • February 25, 2022

36. new payroll company forgot to withhold 401k

    By Old Reliable, February 23, 2022
    • 2 replies
    • 718 views
    • 
    • EBP
    • February 24, 2022

37. Final 5500 after entire solo 401k rolled over into SEP IRA

    By NJ Harrington, February 24, 2022
    • 1 reply
    • 429 views
    • 
    • Bri
    • February 24, 2022

38. Service Spanning rules and entry date

    By BG5150, February 22, 2022
    • 4 replies
    • 978 views
    • 
    • Nate S
    • February 24, 2022

39. Lost Wages

    By Dazednconfused, February 23, 2022
    • 3 replies
    • 1.4k views
    • 
    • Nate S
    • February 23, 2022

40. Employer contributions based on hour worked?

    By kmhaab, February 17, 2022
    • 13 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 22, 2022

41. Fixed Fee Deductions - can it be discriminatory?

    By TPApril, February 10, 2022
    • 10 replies
    • 1.2k views
    • 
    • Patricia Neal Jensen
    • February 22, 2022

42. 410b test with sh match and disc match

    By Lou81, February 8, 2022
    • 9 replies
    • 2.3k views
    • 
    • Lou81
    • February 18, 2022

43. Titling s/d accts when co. name always changing

    By TPApril, February 15, 2022
    • 2 replies
    • 776 views
    • 
    • Bill Presson
    • February 15, 2022

44. Gross up a partner's earned income by after-tax employee contributions?

    By Will.I.Am, February 12, 2022
    • 10 replies
    • 984 views
    • 
    • Bri
    • February 15, 2022

45. Flexible Discretionary match and employee allocation groups

    By Tom, February 15, 2022
    • 2 replies
    • 503 views
    • 
    • Bri
    • February 15, 2022

46. K-1 Compensation For An S-Corp

    By metsfan026, February 15, 2022
    • 6 replies
    • 4.5k views
    • 
    • CuseFan
    • February 15, 2022

47. Lost Earnings and form 5330

    By Ahuntingus, February 8, 2022
    • 12 replies
    • 4.5k views
    • 
    • Belgarath
    • February 15, 2022

48. Entry date on plan effective date

    By steve45, February 11, 2022
    • 8 replies
    • 1.3k views
    • 
    • steve45
    • February 15, 2022

49. What if participant wants backup on ADP refund?

    By BG5150, February 11, 2022
    • 13 replies
    • 1.7k views
    • 
    • Lou S.
    • February 14, 2022

50. Top Heavy for Partners

    By nancy, February 8, 2022
    • 7 replies
    • 742 views
    • 
    • Luke Bailey
    • February 9, 2022