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401(k) Plans

19,450 topics in this forum

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

    By DMcGovern,
    • 1 reply
    • 596 views

  2. Affiliated Service Group Question

    By metsfan026,
    • 3 replies
    • 664 views

  3. SAFE HARBOR AND CONTROLLED GROUP

    By Earl,
    • 38 replies
    • 23.9k views

  4. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By BG5150,
    • 7 replies
    • 1.3k views

  6. Deferral... Voluntary Contribution... Mess!

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

  7. Multiple Employer Plan - Excess Contributions

    By metsfan026,
    • 5 replies
    • 960 views

  8. Retired or Terminated for purposes of Match

    By Pammie57,
    • 6 replies
    • 1.3k views

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

    By Belgarath,
    • 0 replies
    • 798 views

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

    By rocknrolls2,
    • 2 replies
    • 455 views

  11. QACA Plan

    By 52626,
    • 4 replies
    • 1.6k views

  12. Top Heavy and Safe Harbor

    By justatester,
    • 4 replies
    • 965 views

  13. 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
    • 761 views
    • EBP
    • EBP

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

    By NJ Harrington,
    • 4 replies
    • 1.1k views

  15. Lifetime Income Illustration Formula

    By JOH,
    • 8 replies
    • 3.3k views

  16. new payroll company forgot to withhold 401k

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

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

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

  18. Service Spanning rules and entry date

    By BG5150,
    • 4 replies
    • 1.2k views

  19. Lost Wages

    By Dazednconfused,
    • 3 replies
    • 1.6k views

  20. Employer contributions based on hour worked?

    By kmhaab,
    • 13 replies
    • 2.6k views

  21. Fixed Fee Deductions - can it be discriminatory?

    By TPApril,
    • 10 replies
    • 1.5k views

  22. 410b test with sh match and disc match

    By Lou81,
    • 9 replies
    • 2.9k views

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

    By TPApril,
    • 2 replies
    • 874 views

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

    By Will.I.Am,
    • 10 replies
    • 1.5k views
    • Bri
    • Bri

  25. Flexible Discretionary match and employee allocation groups

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

  26. K-1 Compensation For An S-Corp

    By metsfan026,
    • 6 replies
    • 5.9k views

  27. Lost Earnings and form 5330

    By Ahuntingus,
    • 12 replies
    • 5.4k views

  28. Entry date on plan effective date

    By steve45,
    • 8 replies
    • 1.5k views

  29. What if participant wants backup on ADP refund?

    By BG5150,
    • 13 replies
    • 2.1k views

  30. Top Heavy for Partners

    By nancy,
    • 7 replies
    • 950 views

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

    By Jim Chad,
    • 6 replies
    • 1.6k views

  32. Determine Compensation in a Control Group

    By Basically,
    • 4 replies
    • 760 views

  33. 401k - Employee excessively accelerating contributions (deferrals)

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

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

    By ERISA Rookie,
    • 4 replies
    • 956 views

  35. PS 58 Cost and inservice distributions

    By Jester,
    • 5 replies
    • 2.1k views

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

    By RayRay,
    • 5 replies
    • 1.6k views

  37. 401k Plan vs. 403(b) for a non-profit organization

    By Pammie57,
    • 9 replies
    • 3.8k views

  38. Referral to third party administrator for Individual 401K

    By MFouz,
    • 13 replies
    • 4.5k views

  39. Covered Comp Tables

    By austin3515,
    • 5 replies
    • 846 views
    • Bri
    • Bri

  40. SE Contribution Calculation

    By Basically,
    • 3 replies
    • 1.1k views

  41. Quick Controlled Group Question

    By metsfan026,
    • 10 replies
    • 1.7k views

  42. Net Unrealized Appreciation (NUA)

    By Dobber,
    • 2 replies
    • 800 views

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

    By Belgarath,
    • 9 replies
    • 3.9k views

  44. Amended to 1120 to take retirement contribution

    By austin3515,
    • 4 replies
    • 1.4k views

  45. Tipped Employees and Deferrals

    By Sotired,
    • 6 replies
    • 2.3k views

  46. Income Stems From Crypto Currency?

    By metsfan026,
    • 7 replies
    • 842 views

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

    By Walter7020,
    • 6 replies
    • 1.4k views

  48. Catch Up Exceed 100% of Comp

    By jd1433,
    • 5 replies
    • 3.6k views

  49. In-plan Roth transfers

    By B21,
    • 2 replies
    • 689 views
    • B21
    • B21

  50. must offer 401K

    By SSRRS,
    • 2 replies
    • 534 views
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