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401(k) Plans

19,275 topics in this forum

  1. Inc. vs LLP. one owner, two plans?

    By TPApril,
    • 6 replies
    • 1.3k views

  2. Required Restatement for Terminated 401(k) Plan

    By lcollins300,
    • 5 replies
    • 1.6k views

  3. Commissions paid to owner of LLC filing as S Corp

    By legort69,
    • 12 replies
    • 2.4k views

  4. One-to-One Correction with QNEC allocation of more than 5%

    By NW529,   
    • 5 replies
    • 1.3k views

  5. Help with formula

    By Pink cupcake,
    • 6 replies
    • 4.6k views

  6. Participant Loan in Default or not due to CARES Act relief

    By cheersmate,   
    • 3 replies
    • 555 views

  7. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr,   
    • 1 reply
    • 566 views

  8. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.4k views

  9. Safe Harbor 3% NonElective to NHCE only. Mid Year Change wanted.

    By Mr Bagwell,   
    • 4 replies
    • 1.2k views

  10. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.5k views

  11. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 7.3k views

  12. Amending a plan after the close of the plan year to pass gateway test

    By ldr,   
    • 2 replies
    • 907 views
    • ldr
    • ldr

  13. Ownership Through Another Company

    By Vlad401k,
    • 1 reply
    • 451 views

  14. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.1k views

  15. starting an owner only 401(k) plan after reclassifying the only employee

    By ldr,   
    • 17 replies
    • 1.9k views

  16. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 807 views

  17. Deemed nonelective contributions to a 401(k) Plan

    By Christopher Wilson,
    • 1 reply
    • 589 views

  18. Dual Qualified Plans - What must be satisfied?

    By Chris123,
    • 0 replies
    • 252 views

  19. Who is included in ADP test when Safe Harbor eligibility is more restrictive?

    By Megandps,
    • 7 replies
    • 2.9k views

  20. Gains for late deposits included on the adp/acp test

    By ratherbereading,   
    • 5 replies
    • 700 views

  21. Vesting Amendment and Terminated Employees

    By Slem,
    • 3 replies
    • 2.3k views

  22.  If SH is removed mid-year due to acquisition, do SH provisions apply for that year and you don't need to worry about ADP testing?

    By Chris123,
    • 8 replies
    • 1.6k views

  23. Short Plan Year and Proration

    By justatester,
    • 5 replies
    • 3.4k views

  24. Application of 402(g) Catchup for Non-Calendar Plan Years

    By KJJ-TPA,
    • 2 replies
    • 514 views

  25. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 4.1k views

  26. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer,
    • 11 replies
    • 1.4k views

  27. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 1.5k views

  28. VFC - Delinquent Contributions

    By Stash026,
    • 5 replies
    • 906 views

  29. Shared Employees

    By Brian Anderson,
    • 4 replies
    • 940 views

  30. Payroll based SH Match deposited late

    By BG5150,
    • 2 replies
    • 882 views

  31. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

    By KMMB,
    • 8 replies
    • 1.2k views

  32. Deferral Deductibility

    By Lucky32,
    • 6 replies
    • 1.2k views

  33. employee class exclusion

    By Tom,
    • 4 replies
    • 1.7k views

  34. Top Heavy and Safe Harbor

    By coleboy,
    • 29 replies
    • 2.3k views

  35. Tip income

    By austin3515,
    • 26 replies
    • 7.1k views

  36. 45-day notice requirement for safe harbor correction

    By t.haley,
    • 1 reply
    • 957 views
    • EBP
    • EBP

  37. RMD taken, but not reported

    By Zoey,
    • 13 replies
    • 1.5k views

  38. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber,
    • 2 replies
    • 1.6k views

  39. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant,
    • 5 replies
    • 757 views

  40. Missed Deferral and Catchup Opportunity

    By bhodge113,
    • 4 replies
    • 1.8k views

  41. Form 8881(Rev. December 2020)

    By Kac1214,
    • 2 replies
    • 966 views

  42. SEP + Profit Sharing or Cash Balance

    By Stash026,
    • 4 replies
    • 753 views

  43. How to record Plan Net Credits on Form 5500SF

    By pam@bbm,
    • 6 replies
    • 1.5k views

  44. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 529 views

  45. Change Safe Harbor Formula Mid-Year

    By Jennifer D.,   
    • 2 replies
    • 785 views

  46. Commingling Assets of Multiple Solo 401(k) Plans

    By Molgilny89,
    • 6 replies
    • 1.1k views

  47. HCE's - Different Plan Year Ends in Controlled Group

    By austin3515,
    • 9 replies
    • 1k views

  48. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1k views

  49. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru,
    • 5 replies
    • 558 views

  50. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 899 views
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