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401(k) Plans

19,526 topics in this forum

  1. Hardship Question

    By Madison71,
    • 13 replies
    • 5.2k views

  2. Terminating Top Heavy Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.9k views

  3. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 642 views

  4. Withdraw 401k amount

    By ppht,
    • 2 replies
    • 1.4k views

  5. Retroactively amending for 4% safe harbor

    By BG5150,
    • 2 replies
    • 1.2k views

  6. Top Heavy Contribution Requirement

    By metsfan026,
    • 6 replies
    • 2.9k views

  7. A nickel reappears.

    By imchipbrown,
    • 2 replies
    • 1.2k views

  8. Eligibility Question

    By bzorc,
    • 1 reply
    • 929 views

  9. SH 401K for employees under a CBA

    By RatherBeGolfing,
    • 9 replies
    • 1.7k views

  10. How to test controlled group with 2 different plans?

    By Jakyasar,
    • 0 replies
    • 890 views

  11. Deceased Participant's beneficiary "may" be under a Conservatorship

    By Kansas401k,
    • 6 replies
    • 2.1k views

  12. Back Pay Issue - Participant terminated in 2020 before meeting last day requirement for profit share. In 2021 participant is awarded back pay after hearing officer determines a wrongful termination has occurred. How to correct for missed deferral and PSC

    By ERISAQuestions1234,
    • 2 replies
    • 1.4k views

  13. Retro amendment to increase SH Match

    By austin3515,
    • 0 replies
    • 636 views

  14. Amending Form 5500

    By metsfan026,
    • 4 replies
    • 1.4k views

  15. New plan, no contributions in first year

    By TPApril,
    • 4 replies
    • 1.5k views

  16. Calculating 415 Limit for SP with QRP allocations + 401k

    By VeryOldMan,
    • 9 replies
    • 1.9k views

  17. 401(k) Plan is irreparable

    By TPApril,
    • 12 replies
    • 2.9k views

  18. Overfunded contributions

    By 401kallday,
    • 3 replies
    • 1.2k views
    • Bird
    • Bird

  19. $300,000 fine 5500ez

    By flowersarenice,
    • 2 replies
    • 1.2k views

  20. Cycle 3 Discretionary Match Communication

    By Patricia Neal Jensen,
    • 1 reply
    • 1.3k views

  21. non profit organization

    By Chippy,
    • 2 replies
    • 898 views

  22. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2,
    • 13 replies
    • 6.6k views

  23. Merging Safe Harbor Plans

    By Gilmore,
    • 2 replies
    • 1.2k views

  24. waving participation

    By Chippy,
    • 10 replies
    • 2k views

  25. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 1.5k views

  26. Deducting More than 415 Limit on partner's 1040

    By Danny CPA,
    • 6 replies
    • 1.8k views

  27. Workday HR software set-up for DC plan - options for 415 limit

    By bito'money,
    • 2 replies
    • 1.5k views

  28. Safe Harbor Plans with After-tax

    By justatester,
    • 9 replies
    • 4.4k views

  29. ADP Testing Question

    By metsfan026,
    • 6 replies
    • 1.5k views

  30. Cash Balance Questions

    By maryflemingphr@yahoo.com,
    • 4 replies
    • 1.6k views

  31. Employer returned 401k forfeiture. Can I put it back into an IRA?

    By Jayman,
    • 9 replies
    • 8.9k views

  32. Plan Sponsor/Name change after pye date of 5500

    By TPApril,
    • 1 reply
    • 896 views

  33. Control Group question

    By mkaufman,   
    • 2 replies
    • 1.4k views

  34. frozen 401k / loans & hardship distributions

    By KEM,   
    • 8 replies
    • 3.5k views

  35. After-tax Contributions

    By Ahuntingus,
    • 9 replies
    • 3.4k views

  36. Assumption of sponsorship to-do items

    By olemissfan,
    • 1 reply
    • 803 views

  37. Common Control and Tax-Exempt Entities

    By JG-12,
    • 8 replies
    • 2.8k views

  38. 5500 Data Required for 401(k) and Pension Plans - are HCE and Key EEs lists requested

    By Scott A. Davis,
    • 5 replies
    • 1.3k views

  39. Does Hurricane Ida Relief Apply To Contributions?

    By metsfan026,
    • 1 reply
    • 903 views

  40. Controlled Group Question

    By Becky Schwing,
    • 5 replies
    • 1k views

  41. Cash Basis vs. Accrual Basis for Form 5500

    By metsfan026,
    • 2 replies
    • 2.2k views

  42. Distribution Error - Vesting

    By Vlad401k,
    • 1 reply
    • 929 views

  43. Where to put deemed distribution due to loan default on 2020 Form 5500- Schedule H

    By rblum50,
    • 2 replies
    • 900 views

  44. Affiliated Service Group - B-Organization?

    By Will.I.Am,
    • 3 replies
    • 1.6k views

  45. Available investments in 401(k)

    By maryflemingphr@yahoo.com,
    • 6 replies
    • 1.5k views

  46. Correcting deferral contributions made by ineligible employee

    By Lou81,   
    • 26 replies
    • 12.8k views

  47. possible missed deferral opportunity

    By Chippy,
    • 7 replies
    • 1.5k views

  48. Employer failed to recognize employees as eligible for the 401(k) Plan - so much to unpack - Help!

    By HarleyBabe,
    • 13 replies
    • 2.9k views

  49. Erroneous exclusion of partipant to plan correction calculations

    By ZVBXRPL,
    • 1 reply
    • 921 views

  50. help with dual eligibility question - deferrals and non-safe harbor match

    By Roxie99,
    • 2 replies
    • 947 views
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