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401(k) Plans

19,423 topics in this forum

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

    By austin3515,
    • 2 replies
    • 752 views

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

    By 401 Chaos,
    • 2 replies
    • 1.7k views

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

    By BG5150,
    • 1 reply
    • 486 views

  4. SoloK plan and Participating Employers

    By cpc0506,
    • 3 replies
    • 884 views

  5. Very wealthy doctor

    By rblum50,
    • 7 replies
    • 1.1k views

  6. 402g Excess - Withholding Requirement on Small excess

    By Gilmore,
    • 3 replies
    • 805 views

  7. Paying fees on behalf of plan

    By Molgilny89,
    • 1 reply
    • 765 views

  8. Lifetime Income Illustration - SECURE Act

    By RSPGH18,
    • 1 reply
    • 863 views

  9. Removing Roth Option

    By RestAssured,
    • 7 replies
    • 1k views

  10. Assets from suspense account inadvertantly transferred to Employer

    By Renee H,
    • 7 replies
    • 1.5k views

  11. Mistake In Fact Duplicate Deposit

    By AmyETPA,
    • 3 replies
    • 1.8k views

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

    By 52626,
    • 3 replies
    • 866 views

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

    By Christopher Wilson,
    • 1 reply
    • 952 views

  14. 1099-R(s) for 402(g) excess

    By BG5150,
    • 1 reply
    • 1.4k views

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

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

  16. 1% key employees and options

    By Griswold,
    • 8 replies
    • 1.6k views

  17. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell,
    • 4 replies
    • 1.4k views

  18. Failed ACP Match Refunds

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

  19. HCEs not receiving regular employer match

    By Rose,
    • 2 replies
    • 636 views

  20. Leased Employees - Problems with 410(b)

    By Y401k,
    • 3 replies
    • 1.1k views

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

    By BG5150,
    • 11 replies
    • 3.6k views

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

    By PensionPro,
    • 7 replies
    • 1.5k views

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

    By kpension,
    • 14 replies
    • 1.8k views

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

    By DMcGovern,
    • 1 reply
    • 579 views

  25. Affiliated Service Group Question

    By metsfan026,
    • 3 replies
    • 637 views

  26. SAFE HARBOR AND CONTROLLED GROUP

    By Earl,
    • 38 replies
    • 23.6k views

  27. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By BG5150,
    • 7 replies
    • 1.3k views

  29. Deferral... Voluntary Contribution... Mess!

    By K-t-F,
    • 0 replies
    • 397 views

  30. Multiple Employer Plan - Excess Contributions

    By metsfan026,
    • 5 replies
    • 923 views

  31. Retired or Terminated for purposes of Match

    By Pammie57,
    • 6 replies
    • 1.3k views

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

    By Belgarath,
    • 0 replies
    • 783 views

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

    By rocknrolls2,
    • 2 replies
    • 432 views

  34. QACA Plan

    By 52626,
    • 4 replies
    • 1.6k views

  35. Top Heavy and Safe Harbor

    By justatester,
    • 4 replies
    • 927 views

  36. 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,
    • 1 reply
    • 742 views
    • EBP
    • EBP

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

    By NJ Harrington,
    • 4 replies
    • 1k views

  38. Lifetime Income Illustration Formula

    By JOH,
    • 8 replies
    • 3.2k views

  39. new payroll company forgot to withhold 401k

    By Old Reliable,
    • 2 replies
    • 797 views
    • EBP
    • EBP

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

    By NJ Harrington,
    • 1 reply
    • 500 views
    • Bri
    • Bri

  41. Service Spanning rules and entry date

    By BG5150,
    • 4 replies
    • 1.1k views

  42. Lost Wages

    By Dazednconfused,
    • 3 replies
    • 1.5k views

  43. Employer contributions based on hour worked?

    By kmhaab,
    • 13 replies
    • 2.5k views

  44. Fixed Fee Deductions - can it be discriminatory?

    By TPApril,
    • 10 replies
    • 1.5k views

  45. 410b test with sh match and disc match

    By Lou81,
    • 9 replies
    • 2.8k views

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

    By TPApril,
    • 2 replies
    • 858 views

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

    By Will.I.Am,
    • 10 replies
    • 1.3k views
    • Bri
    • Bri

  48. Flexible Discretionary match and employee allocation groups

    By Tom,
    • 2 replies
    • 621 views
    • Bri
    • Bri

  49. K-1 Compensation For An S-Corp

    By metsfan026,
    • 6 replies
    • 5.8k views

  50. Lost Earnings and form 5330

    By Ahuntingus,
    • 12 replies
    • 5.2k views
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