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401(k) Plans

19,467 topics in this forum

  1. Paying fees on behalf of plan

    By Molgilny89,
    • 1 reply
    • 810 views

  2. Lifetime Income Illustration - SECURE Act

    By RSPGH18,
    • 1 reply
    • 910 views

  3. Removing Roth Option

    By RestAssured,
    • 7 replies
    • 1.1k views

  4. Assets from suspense account inadvertantly transferred to Employer

    By Renee H,
    • 7 replies
    • 1.6k views

  5. Mistake In Fact Duplicate Deposit

    By AmyETPA,
    • 3 replies
    • 2k views

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

    By 52626,
    • 3 replies
    • 922 views

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

    By Christopher Wilson,
    • 1 reply
    • 1k views

  8. 1099-R(s) for 402(g) excess

    By BG5150,
    • 1 reply
    • 1.5k views

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

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

  10. 1% key employees and options

    By Griswold,
    • 8 replies
    • 1.8k views

  11. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell,
    • 4 replies
    • 1.5k views

  12. Failed ACP Match Refunds

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

  13. HCEs not receiving regular employer match

    By Rose,
    • 2 replies
    • 697 views

  14. Leased Employees - Problems with 410(b)

    By Y401k,
    • 3 replies
    • 1.2k views

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

    By BG5150,
    • 11 replies
    • 4k views

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

    By PensionPro,
    • 7 replies
    • 1.6k views

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

    By kpension,
    • 14 replies
    • 2k views

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

    By DMcGovern,
    • 1 reply
    • 619 views

  19. Affiliated Service Group Question

    By metsfan026,
    • 3 replies
    • 714 views

  20. SAFE HARBOR AND CONTROLLED GROUP

    By Earl,
    • 38 replies
    • 24k views

  21. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By BG5150,
    • 7 replies
    • 1.4k views

  23. Deferral... Voluntary Contribution... Mess!

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

  24. Multiple Employer Plan - Excess Contributions

    By metsfan026,
    • 5 replies
    • 994 views

  25. Retired or Terminated for purposes of Match

    By Pammie57,
    • 6 replies
    • 1.4k views

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

    By Belgarath,
    • 0 replies
    • 824 views

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

    By rocknrolls2,
    • 2 replies
    • 466 views

  28. QACA Plan

    By 52626,
    • 4 replies
    • 1.7k views

  29. Top Heavy and Safe Harbor

    By justatester,
    • 4 replies
    • 981 views

  30. 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
    • 789 views
    • EBP
    • EBP

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

    By NJ Harrington,
    • 4 replies
    • 1.1k views

  32. Lifetime Income Illustration Formula

    By JOH,
    • 8 replies
    • 3.3k views

  33. new payroll company forgot to withhold 401k

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

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

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

  35. Service Spanning rules and entry date

    By BG5150,
    • 4 replies
    • 1.2k views

  36. Lost Wages

    By Dazednconfused,
    • 3 replies
    • 1.6k views

  37. Employer contributions based on hour worked?

    By kmhaab,
    • 13 replies
    • 2.8k views

  38. Fixed Fee Deductions - can it be discriminatory?

    By TPApril,
    • 10 replies
    • 1.6k views

  39. 410b test with sh match and disc match

    By Lou81,
    • 9 replies
    • 3k views

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

    By TPApril,
    • 2 replies
    • 902 views

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

    By Will.I.Am,
    • 10 replies
    • 1.6k views
    • Bri
    • Bri

  42. Flexible Discretionary match and employee allocation groups

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

  43. K-1 Compensation For An S-Corp

    By metsfan026,
    • 6 replies
    • 6.1k views

  44. Lost Earnings and form 5330

    By Ahuntingus,
    • 12 replies
    • 5.6k views

  45. Entry date on plan effective date

    By steve45,
    • 8 replies
    • 1.5k views

  46. What if participant wants backup on ADP refund?

    By BG5150,
    • 13 replies
    • 2.1k views

  47. Top Heavy for Partners

    By nancy,
    • 7 replies
    • 997 views

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

    By Jim Chad,
    • 6 replies
    • 1.6k views

  49. Determine Compensation in a Control Group

    By Basically,
    • 4 replies
    • 801 views

  50. 401k - Employee excessively accelerating contributions (deferrals)

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