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401(k) Plans

19,382 topics in this forum

  1. 401K plan - Foreign spouse - No SSN or TIN

    By prof,
    • 6 replies
    • 7.7k views

  2. Recordkeepers who work with Marijuana Dispensaries

    By austin3515,
    • 5 replies
    • 1.2k views

  3. Employer used PPP money to pay Christmas bonuses

    By RayJJohnsonJr,
    • 2 replies
    • 594 views

  4. Safe Harbor Question

    By Dougsbpc,
    • 0 replies
    • 363 views

  5. 3-year cliff vesting still allowed

    By TPApril,
    • 6 replies
    • 2.2k views

  6. Hardship Question

    By Madison71,
    • 13 replies
    • 3.4k views

  7. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.2k views

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

    By Kac1214,
    • 1 reply
    • 401 views

  9. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 903 views

  10. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 857 views

  11. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 2.1k views

  12. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 768 views

  13. Eligibility Question

    By bzorc,
    • 1 reply
    • 539 views

  14. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 1k views

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

    By Jakyasar,
    • 0 replies
    • 614 views

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

    By Kansas401k,
    • 6 replies
    • 1.4k views

  17. 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
    • 977 views

  18. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 309 views

  19. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 830 views

  20. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 911 views

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

    By VeryOldMan,
    • 9 replies
    • 1.1k views

  22. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2.1k views

  23. Overfunded contributions

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

  24. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 857 views

  25. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 856 views

  26. non profit organization

    By Chippy,
    • 2 replies
    • 555 views

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

    By rocknrolls2,
    • 13 replies
    • 3.4k views

  28. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 807 views

  29. waving participation

    By Chippy,
    • 10 replies
    • 1.4k views

  30. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 977 views

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

    By Danny CPA,
    • 6 replies
    • 1.1k views

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

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

  33. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.4k views

  34. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.1k views

  35. Cash Balance Questions

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

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

    By Jayman,
    • 9 replies
    • 6.6k views

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

    By TPApril,
    • 1 reply
    • 490 views

  38. Control Group question

    By mkaufman,   
    • 2 replies
    • 879 views

  39. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.4k views

  40. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.5k views

  41. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 380 views

  42. Common Control and Tax-Exempt Entities

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

  43. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  44. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 563 views

  45. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 635 views

  46. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.8k views

  47. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 553 views

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

    By rblum50,
    • 2 replies
    • 520 views

  49. Affiliated Service Group - B-Organization?

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

  50. Available investments in 401(k)

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