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401(k) Plans

19,532 topics in this forum

  1. 402(g) Excess in ADP test?

    By BG5150,
    • 5 replies
    • 2.3k views

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

    By 30Rock,
    • 6 replies
    • 1.3k views

  3. 401(k) true-up -- include pre-participation compensation?

    By Sum_Guy,
    • 10 replies
    • 7k views

  4. Loan Corrections

    By austin3515,
    • 1 reply
    • 772 views

  5. Sole Proprietor has a loss

    By Egold,
    • 4 replies
    • 1.4k views

  6. Spousal Consent + RMD

    By metsfan026,
    • 8 replies
    • 5.9k views

  7. Mid-year amendment to vesting provisions in QACA

    By Belgarath,
    • 0 replies
    • 620 views

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

    By RayJJohnsonJr,
    • 3 replies
    • 1.5k views

  9. Who's The Employer?

    By AmyETPA,
    • 1 reply
    • 849 views

  10. auto enrollment to pretax or Roth

    By WCC,
    • 3 replies
    • 1.3k views

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

    By JGordon,
    • 2 replies
    • 977 views

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

    By austin3515,
    • 2 replies
    • 1.1k views

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

    By 401 Chaos,
    • 2 replies
    • 2.2k views

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

    By BG5150,
    • 1 reply
    • 781 views

  15. SoloK plan and Participating Employers

    By cpc0506,
    • 3 replies
    • 1.3k views

  16. Very wealthy doctor

    By rblum50,
    • 7 replies
    • 1.6k views

  17. 402g Excess - Withholding Requirement on Small excess

    By Gilmore,
    • 3 replies
    • 1.1k views

  18. Paying fees on behalf of plan

    By Molgilny89,
    • 1 reply
    • 1.1k views

  19. Lifetime Income Illustration - SECURE Act

    By RSPGH18,
    • 1 reply
    • 1.2k views

  20. Removing Roth Option

    By RestAssured,
    • 7 replies
    • 1.4k views

  21. Assets from suspense account inadvertantly transferred to Employer

    By Renee H,
    • 7 replies
    • 2k views

  22. Mistake In Fact Duplicate Deposit

    By AmyETPA,
    • 3 replies
    • 2.4k views

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

    By 52626,
    • 3 replies
    • 1.2k views

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

    By Christopher Wilson,
    • 1 reply
    • 1.3k views

  25. 1099-R(s) for 402(g) excess

    By BG5150,
    • 1 reply
    • 1.8k views

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

    By scottsb,
    • 1 reply
    • 1.3k views
    • Bri
    • Bri

  27. 1% key employees and options

    By Griswold,
    • 8 replies
    • 2.3k views

  28. Partner with Negative Self Employment Income and PPP Forgiveness

    By Mr Bagwell,
    • 4 replies
    • 1.9k views

  29. Failed ACP Match Refunds

    By Coleboy1,
    • 3 replies
    • 1.5k views
    • Bri
    • Bri

  30. HCEs not receiving regular employer match

    By Rose,
    • 2 replies
    • 1.1k views

  31. Leased Employees - Problems with 410(b)

    By Y401k,
    • 3 replies
    • 1.4k views

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

    By BG5150,
    • 11 replies
    • 4.7k views

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

    By PensionPro,
    • 7 replies
    • 2.2k views

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

    By kpension,
    • 14 replies
    • 2.7k views

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

    By DMcGovern,
    • 1 reply
    • 859 views

  36. Affiliated Service Group Question

    By metsfan026,
    • 3 replies
    • 1k views

  37. SAFE HARBOR AND CONTROLLED GROUP

    By Earl,
    • 38 replies
    • 25.3k views

  38. Sale of business

    Topic was moved to forum Operating a TPA or Consulting Firm

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

    By BG5150,
    • 7 replies
    • 1.9k views

  40. Deferral... Voluntary Contribution... Mess!

    By Basically,
    • 0 replies
    • 677 views

  41. Multiple Employer Plan - Excess Contributions

    By metsfan026,
    • 5 replies
    • 1.3k views

  42. Retired or Terminated for purposes of Match

    By Pammie57,
    • 6 replies
    • 1.8k views

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

    By Belgarath,
    • 0 replies
    • 1.1k views

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

    By rocknrolls2,
    • 2 replies
    • 821 views

  45. QACA Plan

    By 52626,
    • 4 replies
    • 1.9k views

  46. Top Heavy and Safe Harbor

    By justatester,
    • 4 replies
    • 1.2k views

  47. 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
    • 1.1k views
    • EBP
    • EBP

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

    By NJ Harrington,
    • 4 replies
    • 1.5k views

  49. Lifetime Income Illustration Formula

    By JOH,
    • 8 replies
    • 4.2k views

  50. new payroll company forgot to withhold 401k

    By Old Reliable,
    • 2 replies
    • 1.1k views
    • EBP
    • EBP
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