401(k) Plans

19,335 topics in this forum

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

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

2. Service Spanning rules and entry date

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

3. Lost Wages

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

4. Employer contributions based on hour worked?

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

5. Fixed Fee Deductions - can it be discriminatory?

   By TPApril, February 10, 2022
   • 10 replies
   • 1.3k views
   • 
   • Patricia Neal Jensen
   • February 22, 2022

6. 410b test with sh match and disc match

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

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

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

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

   By Will.I.Am, February 12, 2022
   • 10 replies
   • 1k views
   • 
   • Bri
   • February 15, 2022

9. Flexible Discretionary match and employee allocation groups

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

10. K-1 Compensation For An S-Corp

    By metsfan026, February 15, 2022
    • 6 replies
    • 4.6k views
    • 
    • CuseFan
    • February 15, 2022

11. Lost Earnings and form 5330

    By Ahuntingus, February 8, 2022
    • 12 replies
    • 4.6k views
    • 
    • Belgarath
    • February 15, 2022

12. Entry date on plan effective date

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

13. What if participant wants backup on ADP refund?

    By BG5150, February 11, 2022
    • 13 replies
    • 1.8k views
    • 
    • Lou S.
    • February 14, 2022

14. Top Heavy for Partners

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

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

    By Jim Chad, February 9, 2022
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • February 9, 2022

16. Determine Compensation in a Control Group

    By Basically, February 8, 2022
    • 4 replies
    • 594 views
    • 
    • Basically
    • February 9, 2022

17. 401k - Employee excessively accelerating contributions (deferrals)

    By famoosemutt, February 7, 2022
    • 1 reply
    • 721 views
    • 
    • WCC
    • February 7, 2022

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

    By ERISA Rookie, February 3, 2022
    • 4 replies
    • 718 views
    • 
    • rocknrolls2
    • February 4, 2022

19. PS 58 Cost and inservice distributions

    By Jester, February 2, 2022
    • 5 replies
    • 1.7k views
    • 
    • Liz Hallam
    • February 4, 2022

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

    By RayRay, February 1, 2022
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • February 2, 2022

21. 401k Plan vs. 403(b) for a non-profit organization

    By Pammie57, January 20, 2022
    • 9 replies
    • 2.7k views
    • 
    • jsample
    • February 2, 2022

22. Referral to third party administrator for Individual 401K

    By MFouz, January 7, 2022
    • 13 replies
    • 3.7k views
    • 
    • Catch22PGM
    • February 1, 2022

23. Covered Comp Tables

    By austin3515, February 1, 2022
    • 5 replies
    • 732 views
    • 
    • Bri
    • February 1, 2022

24. SE Contribution Calculation

    By Basically, January 31, 2022
    • 3 replies
    • 968 views
    • 
    • Basically
    • January 31, 2022

25. Quick Controlled Group Question

    By metsfan026, January 27, 2022
    • 10 replies
    • 1.5k views
    • 
    • Jakyasar
    • January 29, 2022

26. Net Unrealized Appreciation (NUA)

    By Dobber, January 28, 2022
    • 2 replies
    • 643 views
    • 
    • EBECatty
    • January 28, 2022

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

    By Belgarath, January 25, 2022
    • 9 replies
    • 2.9k views
    • 
    • Belgarath
    • January 28, 2022

28. Amended to 1120 to take retirement contribution

    By austin3515, January 24, 2022
    • 4 replies
    • 1.2k views
    • 
    • CuseFan
    • January 26, 2022

29. Tipped Employees and Deferrals

    By katdmin, January 18, 2022
    • 6 replies
    • 2k views
    • 
    • katdmin
    • January 26, 2022

30. Income Stems From Crypto Currency?

    By metsfan026, January 25, 2022
    • 7 replies
    • 668 views
    • 
    • Peter Gulia
    • January 26, 2022

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

    By Walter7020, January 21, 2022
    • 6 replies
    • 1k views
    • 
    • BeachBum
    • January 25, 2022

32. Catch Up Exceed 100% of Comp

    By jd1433, January 21, 2022
    • 5 replies
    • 2.6k views
    • 
    • Lou S.
    • January 24, 2022

33. In-plan Roth transfers

    By B21, January 21, 2022
    • 2 replies
    • 596 views
    • 
    • B21
    • January 24, 2022

34. must offer 401K

    By SSRRS, January 24, 2022
    • 2 replies
    • 437 views
    • 
    • SSRRS
    • January 24, 2022

35. Safe Harbor - addition of match mid-year

    By Robin Wilson, October 27, 2021
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • January 24, 2022

36. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet, December 28, 2021
    • 2 replies
    • 763 views
    • 
    • MWeddell
    • January 24, 2022

37. Catch-Up Contributions

    By Christopher Wilson, January 22, 2022
    • 2 replies
    • 737 views
    • 
    • BG5150
    • January 24, 2022

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

    By M Norton, January 20, 2022   

    • controlled group change
    • mixed plans
    • 1 reply
    • 848 views
    • 
    • Luke Bailey
    • January 24, 2022

39. Exclusions from Compensation in Plan Document

    By metsfan026, January 20, 2022
    • 8 replies
    • 989 views
    • 
    • metsfan026
    • January 21, 2022

40. EPCRS Before You Make a Mistake

    By austin3515, January 19, 2022
    • 18 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 21, 2022

41. No frills 401(k) Max Contribution

    By Basically, January 10, 2022
    • 13 replies
    • 1.4k views
    • 
    • Basically
    • January 20, 2022

42. 401k match contribution for deceased employee on retro pay

    By sbuck, January 14, 2022
    • 2 replies
    • 959 views
    • 
    • sbuck
    • January 18, 2022

43. Confusion about profit share

    By 2bizoneguy, January 14, 2022
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • January 14, 2022

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

    By DDB BN, January 11, 2022
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • January 14, 2022

45. Family Aggregation Rule

    By Ahuntingus, January 7, 2022
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • January 12, 2022

46. 401k enrollment date versus contribution change date

    By ACK, January 12, 2022
    • 2 replies
    • 597 views
    • 
    • ACK
    • January 12, 2022

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

    By VeryOldMan, January 12, 2022
    • 0 replies
    • 630 views
    • 
    • VeryOldMan
    • January 12, 2022

48. Terminated Plan - final 5500

    By Florence, January 9, 2022
    • 8 replies
    • 1.4k views
    • 
    • Bird
    • January 11, 2022

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

    By austin3515, January 6, 2022
    • 15 replies
    • 1.1k views
    • 
    • austin3515
    • January 10, 2022

50. Plans eligible to receive safe harbor contributions.

    By AJ North, January 5, 2022
    • 2 replies
    • 652 views
    • 
    • ESOP Guy
    • January 7, 2022