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401(k) Plans

19,295 topics in this forum

  1. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 671 views

  2. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 993 views

  3. Differing match and ps in plan without HCEs and Keys

    By ldr,   
    • 6 replies
    • 1.1k views

  4. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 677 views

  5. Looking for admin and/or recordkeeper that can handle plan assets consisting of just single stock positions

    By izzy.and.erisa,
    • 1 reply
    • 329 views

  6. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 602 views

  7. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 587 views

  8. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 938 views

  9. HCE Carve Outs For Safe Harbor 401(k) Plan

    By Barry Levy,
    • 4 replies
    • 907 views

  10. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

    By Megandps,
    • 3 replies
    • 654 views

  11. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 567 views

  12. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS,
    • 1 reply
    • 528 views

  13. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 1.4k views

  14. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr,
    • 22 replies
    • 2.2k views

  15. After-tax contributions

    By austin3515,
    • 0 replies
    • 471 views

  16. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 710 views

  17. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 1.7k views

  18. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.1k views

  19. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 240 views

  20. QACA using 3% nonelective safe harbor, mid-year amendment to remove safe harbor

    By Belgarath,
    • 4 replies
    • 584 views

  21. S-Corp comp

    By TPApril,
    • 2 replies
    • 777 views

  22. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 830 views

  23. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 522 views

  24. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 614 views

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

    By TPApril,
    • 2 replies
    • 504 views

  26. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 918 views

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

    By TMcfall,
    • 0 replies
    • 308 views

  28. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 364 views

  29. After-tax Contributions / Reasonale Limits

    By austin3515,
    • 6 replies
    • 961 views

  30. Qualified Birth and Adoption

    By austin3515,
    • 8 replies
    • 1.9k views

  31. 401(k) Safe Harbor Exemption

    By Kristi Driscoll,   
    • 0 replies
    • 264 views

  32. Record Keeper Change FROM TIAA

    By CSBill,
    • 3 replies
    • 833 views

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

    By PamR,
    • 2 replies
    • 669 views

  34. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k,
    • 1 reply
    • 1k views

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

    By SSRRS,
    • 3 replies
    • 700 views

  36. Removing fixed match from Safe Harbor Plan

    By cpc0506,
    • 0 replies
    • 321 views

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

    By NW529,
    • 3 replies
    • 1.1k views

  38. Deductibility of Delinquent Contributions

    By Stash026,
    • 4 replies
    • 1.2k views

  39. Participant Loans / Rollover of Note following Loan Offset

    By austin3515,
    • 17 replies
    • 2.2k views

  40. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.2k views

  41. Coronavirus DIstribution Timing

    By Christine Roberts,
    • 11 replies
    • 1.6k views

  42. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 740 views

  43. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.1k views

  44. Differing match formulas

    By hsctpa,
    • 1 reply
    • 516 views

  45. Participant Loan Program

    By austin3515,
    • 5 replies
    • 975 views

  46. fixing excess contribution in EZ plan

    By M Norton,
    • 2 replies
    • 633 views

  47. 401(k) catch up plus a maxed out SEP

    By AJC,
    • 4 replies
    • 713 views

  48. Otherwise Excludable Employees and ADP Testing

    By EBECatty,
    • 9 replies
    • 2.8k views

  49. Prevailing Wage Plan

    By Christopher Wilson,
    • 4 replies
    • 3k views

  50. Defaulted loans

    By ratherbereading,   
    • 8 replies
    • 1k views
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