Jump to content

401(k) Plans

19,404 topics in this forum

  1. waving participation

    By Chippy,
    • 10 replies
    • 1.4k views

  2. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 1k views

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

    By Danny CPA,
    • 6 replies
    • 1.2k views

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

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

  5. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.5k views

  6. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.1k views

  7. Cash Balance Questions

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

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

    By Jayman,
    • 9 replies
    • 6.8k views

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

    By TPApril,
    • 1 reply
    • 508 views

  10. Control Group question

    By mkaufman,   
    • 2 replies
    • 912 views

  11. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.5k views

  12. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.6k views

  13. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 399 views

  14. Common Control and Tax-Exempt Entities

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

  15. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  16. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 589 views

  17. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 655 views

  18. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.9k views

  19. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 572 views

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

    By rblum50,
    • 2 replies
    • 537 views

  21. Affiliated Service Group - B-Organization?

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

  22. Available investments in 401(k)

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

  23. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 10.7k views

  24. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 852 views

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

    By HarleyBabe,
    • 13 replies
    • 2.1k views

  26. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 692 views

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

    By Roxie99,
    • 2 replies
    • 618 views

  28. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.9k views

  29. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.2k views

  30. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 763 views

  31. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 1k views

  32. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 569 views

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

    By AdrianeMiller,
    • 2 replies
    • 604 views

  34. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 543 views

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

    By K-t-F,
    • 16 replies
    • 1.6k views

  36. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 477 views

  37. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.4k views

  38. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.9k views

  39. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.4k views

  40. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  42. Single participant 401(k) no document

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

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

    By Pammie57,
    • 3 replies
    • 1.1k views

  44. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 438 views

  45. Force out limit not followed properly - retroactive amendment?

    By WCC,
    • 5 replies
    • 1.4k views
    • WCC
    • WCC

  46. At what point is a 401(k) plan considered "ACTIVE" and would need to go through the plan termination process to close?

    By MrsMacias,   
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  47. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 837 views

  48. Hardship

    By ryan1986,
    • 3 replies
    • 3k views

  49. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 954 views

  50. Hiring someone during the year with large salary and immediate entry

    By Jakyasar,
    • 7 replies
    • 764 views
×
×
  • Create New...