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401(k) Plans

19,407 topics in this forum

  1. non profit organization

    By Chippy,
    • 2 replies
    • 579 views

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

    By rocknrolls2,
    • 13 replies
    • 4k views

  3. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 856 views

  4. waving participation

    By Chippy,
    • 10 replies
    • 1.4k views

  5. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 1k views

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

    By Danny CPA,
    • 6 replies
    • 1.2k views

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

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

  8. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 3.6k views

  9. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.1k views

  10. Cash Balance Questions

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

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

    By Jayman,
    • 9 replies
    • 6.9k views

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

    By TPApril,
    • 1 reply
    • 510 views

  13. Control Group question

    By mkaufman,   
    • 2 replies
    • 922 views

  14. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 2.5k views

  15. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 2.6k views

  16. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 404 views

  17. Common Control and Tax-Exempt Entities

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

  18. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

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

  19. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 591 views

  20. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 663 views

  21. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 1.9k views

  22. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 574 views

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

    By rblum50,
    • 2 replies
    • 539 views

  24. Affiliated Service Group - B-Organization?

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

  25. Available investments in 401(k)

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

  26. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 10.7k views

  27. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 854 views

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

    By HarleyBabe,
    • 13 replies
    • 2.1k views

  29. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 694 views

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

    By Roxie99,
    • 2 replies
    • 620 views

  31. RMD needs election form?

    By SSRRS,
    • 11 replies
    • 1.9k views

  32. EPCRS

    By Christopher Wilson,
    • 3 replies
    • 1.2k views

  33. Owners Missed Deferrals-Lost Earnings/5330

    By Bridgette Kling,
    • 1 reply
    • 764 views

  34. Reimbursement of Fund Fees ...

    By HCbs,
    • 2 replies
    • 1k views

  35. SH excess contribution financial statements question

    By JQZ2028,   
    • 1 reply
    • 570 views

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

    By AdrianeMiller,
    • 2 replies
    • 608 views

  37. Company Acquisition and HCEs

    By MGOAdmin,
    • 1 reply
    • 546 views

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

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

  39. Retroactive Amendment or VCP?

    By ElaineW,
    • 0 replies
    • 477 views

  40. SH Plan Termination

    By justatester,
    • 5 replies
    • 1.4k views

  41. 11(g) Amendment for 414(s) failure?

    By Benefits Vet,
    • 5 replies
    • 1.9k views

  42. Hardship - Allowable?

    By bzorc,
    • 8 replies
    • 2.4k views

  43. Dual Eligibility Testing

    By EBECatty,
    • 5 replies
    • 1.1k views

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

    By AlbanyConsultant,
    • 3 replies
    • 1k views

  45. Single participant 401(k) no document

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

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

    By Pammie57,
    • 3 replies
    • 1.1k views

  47. MEP plan - different match?

    By jmartin,
    • 0 replies
    • 438 views

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

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

  49. 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

  50. Elective Deferral for Sole Proprietor

    By thepensionmaven,
    • 4 replies
    • 842 views
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