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401(k) Plans

19,334 topics in this forum

  1. incorrect deferral withheld

    By Chippy,
    • 4 replies
    • 1k views

  2. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 7.1k views

  3. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.2k views

  4. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 572 views

  5. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 348 views

  6. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 1.8k views

  7. Hardship Question

    By Madison71,
    • 13 replies
    • 3.1k views

  8. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.1k views

  9. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 377 views

  10. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 808 views

  11. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 827 views

  12. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 1.9k views

  13. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 747 views

  14. Eligibility Question

    By bzorc,
    • 1 reply
    • 517 views

  15. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 988 views

  16. How to test controlled group with 2 different plans?

    By Jakyasar,
    • 0 replies
    • 589 views

  17. Deceased Participant's beneficiary "may" be under a Conservatorship

    By Kansas401k,
    • 6 replies
    • 1.3k views

  18. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234,
    • 2 replies
    • 947 views

  19. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 291 views

  20. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 801 views

  21. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 888 views

  22. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan,
    • 9 replies
    • 1k views

  23. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2k views

  24. Overfunded contributions

    By 401kallday,
    • 3 replies
    • 700 views
    • Bird
    • Bird

  25. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 832 views

  26. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 817 views

  27. non profit organization

    By Chippy,
    • 2 replies
    • 526 views

  28. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2,
    • 13 replies
    • 2.9k views

  29. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 780 views

  30. waving participation

    By Chippy,
    • 10 replies
    • 1.4k views

  31. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 911 views

  32. Deducting More than 415 Limit on partner's 1040

    By Danny CPA,
    • 6 replies
    • 1.1k views

  33. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money,
    • 2 replies
    • 991 views

  34. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.2k views

  35. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1k views

  36. Cash Balance Questions

    By maryflemingphr@yahoo.com,
    • 4 replies
    • 1.2k views

  37. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman,
    • 9 replies
    • 6.1k views

  38. Plan Sponsor/Name change after pye date of 5500

    By TPApril,
    • 1 reply
    • 469 views

  39. Control Group question

    By mkaufman,   
    • 2 replies
    • 842 views

  40. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.2k views

  41. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.3k views

  42. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 358 views

  43. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 1k views

  44. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 803 views

  45. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 540 views

  46. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 597 views

  47. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.8k views

  48. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 523 views

  49. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

    By rblum50,
    • 2 replies
    • 497 views

  50. Affiliated Service Group - B-Organization?

    By Will.I.Am,
    • 3 replies
    • 1.1k views
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