401(k) Plans

19,295 topics in this forum

1. New Comparability w/Integrated Allocation

   By Go401k, December 10, 2014
   • 18 replies
   • 5.5k views
   • 
   • Mike Preston
   • April 20, 2021

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

   By AdKu, April 9, 2019
   • 15 replies
   • 3.5k views
   • 
   • AdKu
   • April 20, 2021

3. VFC - Delinquent Contributions

   By Stash026, April 20, 2021
   • 5 replies
   • 913 views
   • 
   • Stash026
   • April 20, 2021

4. Tip income

   By austin3515, April 13, 2021
   • 26 replies
   • 7.2k views
   • 
   • Peter Gulia
   • April 20, 2021

5. Deferral Deductibility

   By Lucky32, April 16, 2021
   • 6 replies
   • 1.2k views
   • 
   • Bob the Swimmer
   • April 19, 2021

6. Interest on Late Profit Sharing Plans

   By Stash026, March 22, 2021
   • 8 replies
   • 861 views
   • 
   • C. B. Zeller
   • April 16, 2021

7. Top Heavy and Safe Harbor

   By coleboy, April 13, 2021
   • 29 replies
   • 2.3k views
   • 
   • Lou S.
   • April 15, 2021

8. 45-day notice requirement for safe harbor correction

   By t.haley, April 13, 2021
   • 1 reply
   • 964 views
   • 
   • EBP
   • April 14, 2021

9. Missed Deferral and Catchup Opportunity

   By bhodge113, April 8, 2021
   • 4 replies
   • 1.8k views
   • 
   • BG5150
   • April 12, 2021

10. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber, April 9, 2021
    • 2 replies
    • 1.7k views
    • 
    • CarolC
    • April 9, 2021

11. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant, April 9, 2021
    • 5 replies
    • 760 views
    • 
    • AlbanyConsultant
    • April 9, 2021

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

    By pam@bbm, April 6, 2021
    • 6 replies
    • 1.5k views
    • 
    • Peter Gulia
    • April 7, 2021

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

    By Molgilny89, April 6, 2021
    • 6 replies
    • 1.1k views
    • 
    • ESOPMomma
    • April 7, 2021

14. Change Safe Harbor Formula Mid-Year

    By Jennifer D., April 6, 2021   

    • secure
    • safe harbor
    • (and 1 more)

      Tagged with:

      • secure
      • safe harbor
      • nonelective
    • 2 replies
    • 800 views
    • 
    • QP_Guy
    • April 7, 2021

15. SEP + Profit Sharing or Cash Balance

    By Stash026, April 7, 2021
    • 4 replies
    • 762 views
    • 
    • shERPA
    • April 7, 2021

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

    By austin3515, April 6, 2021
    • 9 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 7, 2021

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

    By EPCRSGuru, April 5, 2021
    • 5 replies
    • 583 views
    • 
    • CuseFan
    • April 6, 2021

18. Form 5500 - Deemed Distribution

    By Vlad401k, April 6, 2021
    • 0 replies
    • 536 views
    • 
    • Vlad401k
    • April 6, 2021

19. QDRO - alt payee's attorney questioning valuation

    By JARichardson, April 5, 2021
    • 12 replies
    • 904 views
    • 
    • CuseFan
    • April 6, 2021

20. Using forfeitures to help fund safe harbor contribution

    By Pammie57, April 5, 2021
    • 3 replies
    • 1k views
    • 
    • Belgarath
    • April 6, 2021

21. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath, April 5, 2021
    • 3 replies
    • 594 views
    • 
    • Belgarath
    • April 6, 2021

22. EACA - Increase Default Percentage

    By Gilmore, March 25, 2021
    • 6 replies
    • 2.4k views
    • 
    • Gilmore
    • April 1, 2021

23. 403(b) Plan Amendment

    By Barbara, March 19, 2021
    • 3 replies
    • 515 views
    • 
    • Mike Preston
    • April 1, 2021

24. In-service withdrawal for short-term disability

    By cwallace, March 31, 2021
    • 3 replies
    • 2.5k views
    • 
    • CuseFan
    • March 31, 2021

25. Coverage Testing

    By Catch22PGM, March 30, 2021   

    • control group
    • average benefits test
    • (and 3 more)

      Tagged with:

      • control group
      • average benefits test
      • ratio percentage
      • aggregation group
      • benefits rights and features
    • 2 replies
    • 636 views
    • 
    • Catch22PGM
    • March 31, 2021

26. Postponement of 402(g) corrective distributions

    By buckaroo, March 30, 2021
    • 1 reply
    • 808 views
    • 
    • Lou S.
    • March 30, 2021

27. Coverage testing with union employees

    By hnh93, March 30, 2021   

    • coverage test
    • union
    • 1 reply
    • 1.1k views
    • 
    • Purplemandinga
    • March 30, 2021

28. Reasonable timing to implement salary deferral election changes?

    By kmhaab, March 29, 2021
    • 1 reply
    • 802 views
    • 
    • Bird
    • March 30, 2021

29. UBTI on qualified plan asset

    By KevinMc, January 24, 2020
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 30, 2021

30. Payroll overpayment

    By reader, March 24, 2021
    • 9 replies
    • 2.2k views
    • 
    • Bri
    • March 29, 2021

31. Owner only Sole Proprietor DB plan

    By DDB BN, March 25, 2021
    • 4 replies
    • 1.3k views
    • 
    • DDB BN
    • March 26, 2021

32. Affiliated Service Group?

    By Jason Grant, March 23, 2021
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • March 26, 2021

33. Is rounding by an investment company normal?

    By DMcGovern, March 24, 2021
    • 11 replies
    • 1.6k views
    • 
    • BG5150
    • March 26, 2021

34. Taxes and Roth 401k Contributions

    By Zooey72, March 23, 2021
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 25, 2021

35. 20% Withholding not paid until following plan year

    By SSRRS, March 23, 2021
    • 11 replies
    • 1.9k views
    • 
    • thepensionmaven
    • March 24, 2021

36. CODE 4 ON THE 1099-R

    By SHARON M., March 24, 2021
    • 1 reply
    • 384 views
    • 
    • C. B. Zeller
    • March 24, 2021

37. 410(b)(6)(C) transition relief

    By cpc0506, March 21, 2021
    • 3 replies
    • 1.1k views
    • 
    • Alonzo Church
    • March 22, 2021

38. Role of TPA as party to trust agreement

    By Luke Bailey, March 17, 2021
    • 3 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • March 22, 2021

39. reasonable deferral deposit time

    By Jakyasar, March 17, 2021
    • 12 replies
    • 1.7k views
    • 
    • acm_acm
    • March 22, 2021

40. S corps, General Partnerships, and 401(k) Withholding

    By Chris123, February 21, 2020
    • 13 replies
    • 6.7k views
    • 
    • C. B. Zeller
    • March 22, 2021

41. Unused vacation pay--that's all

    By J Simmons, March 20, 2021
    • 1 reply
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 22, 2021

42. short plan year

    By Robin Wilson, March 17, 2021
    • 3 replies
    • 799 views
    • 
    • Gilmore
    • March 21, 2021

43. allocate loan interest in pooled 401(k) plan

    By M Norton, March 16, 2021
    • 5 replies
    • 1.1k views
    • 
    • M Norton
    • March 20, 2021

44. Write-up on Roth 1099-R Codes?

    By austin3515, January 23, 2018
    • 13 replies
    • 2.8k views
    • 
    • AlbanyConsultant
    • March 19, 2021

45. Pre-approved plan retroactive effective date

    By EmpbAF, March 18, 2021
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • March 19, 2021

46. Deferral deposits made late for a plan covering owners and children

    By Jakyasar, March 17, 2021
    • 6 replies
    • 861 views
    • 
    • Jakyasar
    • March 18, 2021

47. ADP Refund incorrect check amount

    By karl, March 17, 2021
    • 1 reply
    • 505 views
    • 
    • BG5150
    • March 18, 2021

48. eligibility, 1000 hrs reached but DOT<21

    By TPApril, March 18, 2021
    • 5 replies
    • 999 views
    • 
    • BG5150
    • March 18, 2021

49. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR, March 17, 2021   

    • new comparability
    • profit sharing
    • (and 3 more)

      Tagged with:

      • new comparability
      • profit sharing
      • profit-sharing
      • nhce
      • hce
    • 18 replies
    • 1.9k views
    • 
    • BG5150
    • March 18, 2021

50. IRC 410(b)

    By Purplemandinga, March 17, 2021
    • 4 replies
    • 995 views
    • 
    • Mike Preston
    • March 17, 2021