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401(k) Plans

19,423 topics in this forum

  1. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 909 views

  2. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 2.3k views

  3. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 812 views

  4. Eligibility Question

    By bzorc,
    • 1 reply
    • 582 views

  5. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 1.1k views

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

    By Jakyasar,
    • 0 replies
    • 650 views

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

    By Kansas401k,
    • 6 replies
    • 1.5k views

  8. 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
    • 1k views

  9. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 341 views

  10. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 897 views

  11. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 969 views

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

    By VeryOldMan,
    • 9 replies
    • 1.2k views

  13. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2.2k views

  14. Overfunded contributions

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

  15. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 906 views

  16. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 916 views

  17. non profit organization

    By Chippy,
    • 2 replies
    • 608 views

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

    By rocknrolls2,
    • 13 replies
    • 4.4k views

  19. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 880 views

  20. waving participation

    By Chippy,
    • 10 replies
    • 1.5k views

  21. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 1k views

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

    By Danny CPA,
    • 6 replies
    • 1.2k views

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

    By bito'money,
    • 2 replies
    • 1.1k views

  24. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.7k views

  25. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.1k views

  26. Cash Balance Questions

    By maryflemingphr@yahoo.com,
    • 4 replies
    • 1.3k views

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

    By Jayman,
    • 9 replies
    • 7.1k views

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

    By TPApril,
    • 1 reply
    • 531 views

  29. Control Group question

    By mkaufman,   
    • 2 replies
    • 954 views

  30. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.6k views

  31. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.7k views

  32. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 429 views

  33. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 2.2k views

  34. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  35. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 613 views

  36. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 690 views

  37. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.9k views

  38. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 590 views

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

    By rblum50,
    • 2 replies
    • 561 views

  40. Affiliated Service Group - B-Organization?

    By Will.I.Am,
    • 3 replies
    • 1.2k views

  41. Available investments in 401(k)

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

  42. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 10.9k views

  43. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 881 views

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

    By HarleyBabe,
    • 13 replies
    • 2.1k views

  45. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 720 views

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

    By Roxie99,
    • 2 replies
    • 640 views

  47. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.9k views

  48. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.2k views

  49. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 793 views

  50. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 1.1k views
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