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401(k) Plans

19,403 topics in this forum

  1. SOLO K Requirement Question

    By Pammie57,
    • 10 replies
    • 2k views

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

    By MeetMeInTheBackdoorRoth,   
    • 2 replies
    • 1.1k views

  3. IRS Questioning Vesting

    By SSRRS,
    • 12 replies
    • 1.1k views

  4. Resuming deferrals after 6 month break after hardship

    By ldr,   
    • 7 replies
    • 1.2k views
    • ldr
    • ldr

  5. Interest on Late Safe Harbor Contributions

    By metsfan026,
    • 15 replies
    • 3.6k views

  6. Loan Correction

    By khn,
    • 2 replies
    • 767 views

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

    By HarleyBabe,
    • 3 replies
    • 1k views

  8. Coverage Testing - Controlled Group

    By 52626,
    • 2 replies
    • 725 views

  9. Final 5500 for terminated large plan

    By Pammie57,
    • 5 replies
    • 964 views

  10. Eligibility change - 30 day waiting period?

    By Jakyasar,
    • 6 replies
    • 1.4k views

  11. Compensation For An S-Corp

    By metsfan026,
    • 3 replies
    • 2.6k views

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

    By BG5150,
    • 13 replies
    • 5k views

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

    By Sue B,
    • 1 reply
    • 548 views

  14. Excluding 1099 Employees

    By metsfan026,
    • 6 replies
    • 1.4k views

  15. Excluded compensation in Safe Harbor plan

    By Penflyer,
    • 4 replies
    • 1.2k views

  16. US Based Employer With Employees In PR

    By 401kFun,
    • 3 replies
    • 1.2k views

  17. Controlled Group Question

    By metsfan026,
    • 5 replies
    • 771 views

  18. 3% safe harbor for union employees

    By jkharvey,
    • 7 replies
    • 2.9k views

  19. NY Mandated Retirement Plan

    By metsfan026,
    • 3 replies
    • 842 views

  20. 402(g) Excess in ADP test?

    By BG5150,
    • 5 replies
    • 1.8k views

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

    By 30Rock,
    • 6 replies
    • 948 views

  22. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy,
    • 10 replies
    • 4.9k views

  23. Loan Corrections

    By austin3515,
    • 1 reply
    • 422 views

  24. Sole Proprietor has a loss

    By Egold,
    • 4 replies
    • 989 views

  25. Spousal Consent + RMD

    By metsfan026,
    • 8 replies
    • 4.5k views

  26. Mid-year amendment to vesting provisions in QACA

    By Belgarath,
    • 0 replies
    • 367 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 1k views

  28. Who's The Employer?

    By AmyETPA,
    • 1 reply
    • 542 views

  29. auto enrollment to pretax or Roth

    By WCC,
    • 3 replies
    • 795 views

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

    By JGordon,
    • 2 replies
    • 602 views

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

    By austin3515,
    • 2 replies
    • 720 views

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

    By 401 Chaos,
    • 2 replies
    • 1.6k views

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

    By BG5150,
    • 1 reply
    • 468 views

  34. SoloK plan and Participating Employers

    By cpc0506,
    • 3 replies
    • 855 views

  35. Very wealthy doctor

    By rblum50,
    • 7 replies
    • 1k views

  36. 402g Excess - Withholding Requirement on Small excess

    By Gilmore,
    • 3 replies
    • 782 views

  37. Paying fees on behalf of plan

    By Molgilny89,
    • 1 reply
    • 740 views

  38. Lifetime Income Illustration - SECURE Act

    By RSPGH18,
    • 1 reply
    • 831 views

  39. Removing Roth Option

    By RestAssured,
    • 7 replies
    • 956 views

  40. Assets from suspense account inadvertantly transferred to Employer

    By Renee H,
    • 7 replies
    • 1.5k views

  41. Mistake In Fact Duplicate Deposit

    By AmyETPA,
    • 3 replies
    • 1.7k views

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

    By 52626,
    • 3 replies
    • 837 views

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

    By Christopher Wilson,
    • 1 reply
    • 922 views

  44. 1099-R(s) for 402(g) excess

    By BG5150,
    • 1 reply
    • 1.4k views

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

    By scottsb,
    • 1 reply
    • 955 views
    • Bri
    • Bri

  46. 1% key employees and options

    By Griswold,
    • 8 replies
    • 1.5k views

  47. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell,
    • 4 replies
    • 1.3k views

  48. Failed ACP Match Refunds

    By Coleboy1,
    • 3 replies
    • 1.2k views
    • Bri
    • Bri

  49. HCEs not receiving regular employer match

    By Rose,
    • 2 replies
    • 616 views

  50. Leased Employees - Problems with 410(b)

    By Y401k,
    • 3 replies
    • 1.1k views
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