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401(k) Plans

19,295 topics in this forum

  1. Single Member LLC deferred (ROTH) and had a net loss on both Schedule C's

    By Pammie57,
    • 1 reply
    • 466 views

  2. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81,   
    • 2 replies
    • 737 views

  3. Employer Contribution Due Date

    By Stash026,
    • 8 replies
    • 2.1k views

  4. RMD taken, but not reported

    By Zoey,
    • 13 replies
    • 1.5k views

  5. Solo 401k established, but not funded

    By Spencer,   
    • 21 replies
    • 2k views

  6. Forfeiture Account Funds to Pay Earnings

    By waid10,
    • 2 replies
    • 894 views

  7. Need help on 5500-SF Count

    By stephen20,
    • 3 replies
    • 672 views

  8. Different Eligibility Requirements for 401(k) Contributions

    By Stash026,
    • 4 replies
    • 1.2k views

  9. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 813 views

  10. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun,
    • 10 replies
    • 2.7k views

  11. QNEC for Missed Deferral and 402(g) Limit

    By EBECatty,
    • 4 replies
    • 2.4k views

  12. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda,
    • 0 replies
    • 483 views

  13. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 1.5k views

  14. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.4k views

  15. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.3k views

  16. Sale of participating employer and vesting

    By Steamboat,
    • 3 replies
    • 1.1k views

  17. Can Employer Give Certain Employee More and How Much?

    By Chris123,
    • 3 replies
    • 570 views

  18. Unnamed contingent beneficiaries: Children or Estate

    By TPApril,
    • 4 replies
    • 1.3k views

  19. Employer stated a 401k on offer letter but has not provided. What are the employees rights?

    By Donna W,
    • 3 replies
    • 3.5k views

  20. can I disaggregate ADP test and aggregate ACP test

    By Scott25,
    • 2 replies
    • 912 views

  21. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B,
    • 2 replies
    • 977 views

  22. New york secure choice

    By SSRRS,
    • 9 replies
    • 1.9k views

  23. Required Restatement for Terminated 401(k) Plan

    By lcollins300,
    • 5 replies
    • 1.6k views

  24. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 8k views

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

    By TPApril,
    • 6 replies
    • 1.3k views

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

    By NW529,   
    • 5 replies
    • 1.3k views

  27. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 4.2k views

  28. document restatement after termination date

    By WCC,
    • 3 replies
    • 1.3k views

  29. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.1k views

  30. Help with formula

    By Pink cupcake,
    • 6 replies
    • 4.7k views

  31. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.5k views

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

    By ldr,   
    • 1 reply
    • 578 views

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

    By cheersmate,   
    • 3 replies
    • 574 views

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

    By Mr Bagwell,   
    • 4 replies
    • 1.2k views

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

    By ldr,   
    • 2 replies
    • 915 views
    • ldr
    • ldr

  36. Ownership Through Another Company

    By Vlad401k,
    • 1 reply
    • 458 views

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

    By ldr,   
    • 17 replies
    • 2k views

  38. Vesting Amendment and Terminated Employees

    By Slem,
    • 3 replies
    • 2.3k views

  39.  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

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

    By Christopher Wilson,
    • 1 reply
    • 595 views

  41. Dual Qualified Plans - What must be satisfied?

    By Chris123,
    • 0 replies
    • 260 views

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

    By Megandps,
    • 7 replies
    • 3k views

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

    By ratherbereading,   
    • 5 replies
    • 706 views

  44. Participant dies with loan outstanding

    By austin3515,
    • 19 replies
    • 10.6k views

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

    By KJJ-TPA,
    • 2 replies
    • 518 views

  46. Rollover later determined to be ineligible

    By Guest sheTexasHammer,
    • 20 replies
    • 10.7k views

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

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

  48. Shared Employees

    By Brian Anderson,
    • 4 replies
    • 953 views

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

    By KMMB,
    • 8 replies
    • 1.2k views

  50. Payroll based SH Match deposited late

    By BG5150,
    • 2 replies
    • 887 views
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