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401(k) Plans

19,362 topics in this forum

  1. Deduction on 1040 for a partner in a 401k plan

    By PamR,
    • 2 replies
    • 721 views

  2. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k,
    • 1 reply
    • 1.1k views

  3. TERMINATED employee recieved letter from SoCIAL Security re his 401k asset value

    By SSRRS,
    • 3 replies
    • 731 views

  4. Removing fixed match from Safe Harbor Plan

    By cpc0506,
    • 0 replies
    • 345 views

  5. Catch up eligible employee across unrelated employers in one MEP

    By NW529,
    • 3 replies
    • 1.1k views

  6. Deductibility of Delinquent Contributions

    By Stash026,
    • 4 replies
    • 1.3k views

  7. Participant Loans / Rollover of Note following Loan Offset

    By austin3515,
    • 17 replies
    • 2.5k views

  8. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.3k views

  9. Coronavirus DIstribution Timing

    By Christine Roberts,
    • 11 replies
    • 1.7k views

  10. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 779 views

  11. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.2k views

  12. Differing match formulas

    By hsctpa,
    • 1 reply
    • 543 views

  13. Participant Loan Program

    By austin3515,
    • 5 replies
    • 1k views

  14. fixing excess contribution in EZ plan

    By M Norton,
    • 2 replies
    • 670 views

  15. 401(k) catch up plus a maxed out SEP

    By AJC,
    • 4 replies
    • 771 views

  16. Otherwise Excludable Employees and ADP Testing

    By EBECatty,
    • 9 replies
    • 3.1k views

  17. Prevailing Wage Plan

    By Christopher Wilson,
    • 4 replies
    • 3.2k views

  18. Defaulted loans

    By ratherbereading,   
    • 8 replies
    • 1.1k views

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

    By Pammie57,
    • 1 reply
    • 496 views

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

    By Lou81,   
    • 2 replies
    • 782 views

  21. Employer Contribution Due Date

    By Stash026,
    • 8 replies
    • 2.3k views

  22. RMD taken, but not reported

    By Zoey,
    • 13 replies
    • 1.8k views

  23. Solo 401k established, but not funded

    By Spencer,   
    • 21 replies
    • 2.1k views

  24. Forfeiture Account Funds to Pay Earnings

    By waid10,
    • 2 replies
    • 932 views

  25. Need help on 5500-SF Count

    By stephen20,
    • 3 replies
    • 715 views

  26. Different Eligibility Requirements for 401(k) Contributions

    By Stash026,
    • 4 replies
    • 1.2k views

  27. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 848 views

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

    By Carol V. Calhoun,
    • 10 replies
    • 3.1k views

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

    By EBECatty,
    • 4 replies
    • 2.6k views

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

    By DCqanda,
    • 0 replies
    • 532 views

  31. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 1.6k views

  32. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.4k views

  33. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.3k views

  34. Sale of participating employer and vesting

    By Steamboat,
    • 3 replies
    • 1.2k views

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

    By Chris123,
    • 3 replies
    • 604 views

  36. Unnamed contingent beneficiaries: Children or Estate

    By TPApril,
    • 4 replies
    • 1.4k views

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

    By Donna W,
    • 3 replies
    • 3.9k views

  38. can I disaggregate ADP test and aggregate ACP test

    By Scott25,
    • 2 replies
    • 965 views

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

    By Sue B,
    • 2 replies
    • 1k views

  40. New york secure choice

    By SSRRS,
    • 9 replies
    • 1.9k views

  41. Required Restatement for Terminated 401(k) Plan

    By lcollins300,
    • 5 replies
    • 1.6k views

  42. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 10.5k views

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

    By TPApril,
    • 6 replies
    • 1.4k views

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

    By NW529,   
    • 5 replies
    • 1.4k views

  45. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 4.5k views

  46. document restatement after termination date

    By WCC,
    • 3 replies
    • 1.3k views

  47. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.3k views

  48. Help with formula

    By Pink cupcake,
    • 6 replies
    • 5.3k views

  49. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.6k views

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

    By ldr,   
    • 1 reply
    • 622 views
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