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401(k) Plans

19,362 topics in this forum

  1. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2.1k views

  2. Overfunded contributions

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

  3. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 842 views

  4. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 836 views

  5. non profit organization

    By Chippy,
    • 2 replies
    • 537 views

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

    By rocknrolls2,
    • 13 replies
    • 3.1k views

  7. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 791 views

  8. waving participation

    By Chippy,
    • 10 replies
    • 1.4k views

  9. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 921 views

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

    By Danny CPA,
    • 6 replies
    • 1.1k views

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

    By bito'money,
    • 2 replies
    • 1k views

  12. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.3k views

  13. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1k views

  14. Cash Balance Questions

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

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

    By Jayman,
    • 9 replies
    • 6.4k views

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

    By TPApril,
    • 1 reply
    • 476 views

  17. Control Group question

    By mkaufman,   
    • 2 replies
    • 862 views

  18. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.3k views

  19. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.4k views

  20. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 368 views

  21. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 1.1k views

  22. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  23. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 549 views

  24. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 610 views

  25. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.8k views

  26. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 531 views

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

    By rblum50,
    • 2 replies
    • 505 views

  28. Affiliated Service Group - B-Organization?

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

  29. Available investments in 401(k)

    By maryflemingphr@yahoo.com,
    • 6 replies
    • 903 views

  30. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 10.1k views

  31. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 794 views

  32. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

    By HarleyBabe,
    • 13 replies
    • 2k views

  33. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 650 views

  34. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99,
    • 2 replies
    • 569 views

  35. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.8k views

  36. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.1k views

  37. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 729 views

  38. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 977 views

  39. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 533 views

  40. Save your 401 plan after losing your job and getting divorced

    By AdrianeMiller,
    • 2 replies
    • 575 views

  41. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 503 views

  42. Control Group merge into one company. Is this scenario ok?

    By K-t-F,
    • 16 replies
    • 1.4k views

  43. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 450 views

  44. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.3k views

  45. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.7k views

  46. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.2k views

  47. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.1k views

  48. One negative Schedule C... possibly outweighed by the owner's other compensation?

    By AlbanyConsultant,
    • 3 replies
    • 930 views

  49. Single participant 401(k) no document

    By Biz Develop Consultant BJF,
    • 1 reply
    • 849 views

  50. Eligibility for a 401k Plan for " employees" that have W-7#

    By Pammie57,
    • 3 replies
    • 1.1k views
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