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401(k) Plans

19,275 topics in this forum

  1. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 976 views

  2. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 856 views

  3. Ownership interst in sponsoring employer held in trust plan income?

    By Purplemandinga,
    • 10 replies
    • 758 views

  4. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 2.4k views

  5. NUA

    By Dobber,
    • 1 reply
    • 326 views

  6. Missed Match more than 12 months after plan year end

    By Vlad401k,
    • 10 replies
    • 952 views

  7. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 456 views

  8. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.3k views

  9. TH min

    By AdKu,
    • 8 replies
    • 999 views

  10. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1k views

  11. Loan Source restrictions - time for a new recordkeeper?

    By justanotheradmin,
    • 14 replies
    • 1.8k views

  12. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 593 views

  13. SAR

    By PS,
    • 8 replies
    • 957 views
    • PS
    • PS

  14. Converting 401(k) into 403(b)

    By Stash026,
    • 3 replies
    • 908 views

  15. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy,
    • 0 replies
    • 348 views

  16. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.2k views

  17. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.2k views

  18. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.1k views

  19. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 1.8k views

  20. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 688 views

  21. Employer Withheld Too Much 401k - correction required?

    By cheersmate,   
    • 6 replies
    • 1.3k views

  22. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 991 views

  23. Paid out terminated employee due SH contribution

    By K-t-F,
    • 2 replies
    • 439 views

  24. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1k views

  25. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 2.5k views

  26. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 537 views

  27. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 1.5k views

  28. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.4k views

  29. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.4k views

  30. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 591 views

  31. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 1.6k views

  32. IS top-heavy minimum required for this situation?

    By PLHart,
    • 1 reply
    • 579 views

  33. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150,
    • 1 reply
    • 591 views

  34. ...

    By Griswold,
    • 13 replies
    • 1.8k views

  35. Controlled Group and Family Attribution

    By Tom,
    • 2 replies
    • 1k views

  36. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ,
    • 10 replies
    • 2.2k views

  37. 1099-R Question

    By Stash026,
    • 5 replies
    • 914 views

  38. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 2.3k views

  39. Fixed Annuity Matures 1099R Issued to 401k Plan

    By AmyETPA,
    • 3 replies
    • 824 views

  40. Controlled group

    By Mark Miller,
    • 6 replies
    • 1.4k views

  41. Only employee with a balance, 0% vested

    By Logan401,
    • 9 replies
    • 592 views

  42. Auto-escalate mid plan year tied to salary increases?

    By Steamboat,
    • 2 replies
    • 675 views

  43. Adding profit Sharing provisions

    By Robin Wilson,
    • 3 replies
    • 690 views

  44. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515,
    • 8 replies
    • 1.9k views

  45. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 533 views

  46. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA,
    • 2 replies
    • 1.5k views

  47. Access Old IRS "Retirement News for Employers" Newsletter

    By EmpbAF,
    • 2 replies
    • 669 views

  48. Rules of Parity Cheat Sheet

    By austin3515,
    • 9 replies
    • 2.1k views

  49. LLC no pay in 2020 but wants to do PS

    By TPApril,
    • 1 reply
    • 395 views

  50. PPP2 2020 PS deposited in 2021 - can include?

    By TPApril,
    • 1 reply
    • 620 views
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