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401(k) Plans

19,275 topics in this forum

  1. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 822 views

  2. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 514 views

  3. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 605 views

  4. One owner - SEP for LLC, PS for Inc.?

    By TPApril,
    • 2 replies
    • 498 views

  5. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 901 views

  6. Do Successor Plan Rules apply to a one participant plan?

    By TMcfall,
    • 0 replies
    • 301 views

  7. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 357 views

  8. After-tax Contributions / Reasonale Limits

    By austin3515,
    • 6 replies
    • 947 views

  9. Qualified Birth and Adoption

    By austin3515,
    • 8 replies
    • 1.8k views

  10. 401(k) Safe Harbor Exemption

    By Kristi Driscoll,   
    • 0 replies
    • 258 views

  11. Record Keeper Change FROM TIAA

    By CSBill,
    • 3 replies
    • 786 views

  12. Deduction on 1040 for a partner in a 401k plan

    By PamR,
    • 2 replies
    • 655 views

  13. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k,
    • 1 reply
    • 994 views

  14. TERMINATED employee recieved letter from SoCIAL Security re his 401k asset value

    By SSRRS,
    • 3 replies
    • 689 views

  15. Removing fixed match from Safe Harbor Plan

    By cpc0506,
    • 0 replies
    • 316 views

  16. Catch up eligible employee across unrelated employers in one MEP

    By NW529,
    • 3 replies
    • 1k views

  17. Deductibility of Delinquent Contributions

    By Stash026,
    • 4 replies
    • 1.2k views

  18. Participant Loans / Rollover of Note following Loan Offset

    By austin3515,
    • 17 replies
    • 2.1k views

  19. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.1k views

  20. Coronavirus DIstribution Timing

    By Christine Roberts,
    • 11 replies
    • 1.6k views

  21. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 734 views

  22. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1k views

  23. Differing match formulas

    By hsctpa,
    • 1 reply
    • 508 views

  24. Participant Loan Program

    By austin3515,
    • 5 replies
    • 967 views

  25. fixing excess contribution in EZ plan

    By M Norton,
    • 2 replies
    • 626 views

  26. 401(k) catch up plus a maxed out SEP

    By AJC,
    • 4 replies
    • 698 views

  27. Otherwise Excludable Employees and ADP Testing

    By EBECatty,
    • 9 replies
    • 2.7k views

  28. Prevailing Wage Plan

    By Christopher Wilson,
    • 4 replies
    • 2.9k views

  29. Defaulted loans

    By ratherbereading,   
    • 8 replies
    • 1k views

  30. Single Member LLC deferred (ROTH) and had a net loss on both Schedule C's

    By Pammie57,
    • 1 reply
    • 457 views

  31. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81,   
    • 2 replies
    • 729 views

  32. Employer Contribution Due Date

    By Stash026,
    • 8 replies
    • 2k views

  33. RMD taken, but not reported

    By Zoey,
    • 13 replies
    • 1.5k views

  34. Solo 401k established, but not funded

    By Spencer,   
    • 21 replies
    • 2k views

  35. Forfeiture Account Funds to Pay Earnings

    By waid10,
    • 2 replies
    • 883 views

  36. Need help on 5500-SF Count

    By stephen20,
    • 3 replies
    • 666 views

  37. Different Eligibility Requirements for 401(k) Contributions

    By Stash026,
    • 4 replies
    • 1.2k views

  38. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 807 views

  39. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun,
    • 10 replies
    • 2.7k views

  40. QNEC for Missed Deferral and 402(g) Limit

    By EBECatty,
    • 4 replies
    • 2.4k views

  41. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda,
    • 0 replies
    • 469 views

  42. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 1.5k views

  43. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.4k views

  44. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.3k views

  45. Sale of participating employer and vesting

    By Steamboat,
    • 3 replies
    • 1.1k views

  46. Can Employer Give Certain Employee More and How Much?

    By Chris123,
    • 3 replies
    • 567 views

  47. Unnamed contingent beneficiaries: Children or Estate

    By TPApril,
    • 4 replies
    • 1.3k views

  48. Employer stated a 401k on offer letter but has not provided. What are the employees rights?

    By Donna W,
    • 3 replies
    • 3.5k views

  49. can I disaggregate ADP test and aggregate ACP test

    By Scott25,
    • 2 replies
    • 897 views

  50. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B,
    • 2 replies
    • 969 views
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