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401(k) Plans

19,319 topics in this forum

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

    By NW529,   
    • 5 replies
    • 1.4k views

  2. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 4.3k views

  3. document restatement after termination date

    By WCC,
    • 3 replies
    • 1.3k views

  4. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.2k views

  5. Help with formula

    By Pink cupcake,
    • 6 replies
    • 5k views

  6. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.5k views

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

    By ldr,   
    • 1 reply
    • 598 views

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

    By cheersmate,   
    • 3 replies
    • 584 views

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

    By Mr Bagwell,   
    • 4 replies
    • 1.2k views

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

    By ldr,   
    • 2 replies
    • 931 views
    • ldr
    • ldr

  11. Ownership Through Another Company

    By Vlad401k,
    • 1 reply
    • 470 views

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

    By ldr,   
    • 17 replies
    • 2k views

  13. Vesting Amendment and Terminated Employees

    By Slem,
    • 3 replies
    • 2.4k views

  14.  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

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

    By Christopher Wilson,
    • 1 reply
    • 606 views

  16. Dual Qualified Plans - What must be satisfied?

    By Chris123,
    • 0 replies
    • 269 views

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

    By Megandps,
    • 7 replies
    • 3k views

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

    By ratherbereading,   
    • 5 replies
    • 718 views

  19. Participant dies with loan outstanding

    By austin3515,
    • 19 replies
    • 10.8k views

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

    By KJJ-TPA,
    • 2 replies
    • 532 views

  21. Rollover later determined to be ineligible

    By Guest sheTexasHammer,
    • 20 replies
    • 10.8k views

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

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

  23. Shared Employees

    By Brian Anderson,
    • 4 replies
    • 1k views

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

    By KMMB,
    • 8 replies
    • 1.2k views

  25. Payroll based SH Match deposited late

    By BG5150,
    • 2 replies
    • 900 views

  26. New Comparability w/Integrated Allocation

    By Go401k,
    • 18 replies
    • 5.6k views

  27. Form 5500-SF Part II Line 5(a)-(e)

    By AdKu,
    • 15 replies
    • 3.6k views

  28. VFC - Delinquent Contributions

    By Stash026,
    • 5 replies
    • 927 views

  29. Tip income

    By austin3515,
    • 26 replies
    • 7.4k views

  30. Deferral Deductibility

    By Lucky32,
    • 6 replies
    • 1.3k views

  31. Interest on Late Profit Sharing Plans

    By Stash026,
    • 8 replies
    • 875 views

  32. Top Heavy and Safe Harbor

    By coleboy,
    • 29 replies
    • 2.4k views

  33. 45-day notice requirement for safe harbor correction

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

  34. Missed Deferral and Catchup Opportunity

    By bhodge113,
    • 4 replies
    • 1.8k views

  35. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber,
    • 2 replies
    • 1.7k views

  36. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant,
    • 5 replies
    • 771 views

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

    By pam@bbm,
    • 6 replies
    • 1.6k views

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

    By Molgilny89,
    • 6 replies
    • 1.1k views

  39. Change Safe Harbor Formula Mid-Year

    By Jennifer D.,   
    • 2 replies
    • 825 views

  40. SEP + Profit Sharing or Cash Balance

    By Stash026,
    • 4 replies
    • 771 views

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

    By austin3515,
    • 9 replies
    • 1.1k views

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

    By EPCRSGuru,
    • 5 replies
    • 611 views

  43. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 547 views

  44. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 918 views

  45. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1.1k views

  46. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath,
    • 3 replies
    • 603 views

  47. EACA - Increase Default Percentage

    By Gilmore,
    • 6 replies
    • 2.4k views

  48. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 528 views

  49. In-service withdrawal for short-term disability

    By cwallace,
    • 3 replies
    • 2.6k views

  50. Coverage Testing

    By Catch22PGM,   
    • 2 replies
    • 669 views
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