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401(k) Plans

19,362 topics in this forum

  1. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 1.7k views

  2. Taxes and Roth 401k Contributions

    By Zooey72,
    • 7 replies
    • 1.9k views

  3. 20% Withholding not paid until following plan year

    By SSRRS,
    • 11 replies
    • 2k views

  4. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 466 views

  5. 410(b)(6)(C) transition relief

    By cpc0506,
    • 3 replies
    • 1.2k views

  6. Role of TPA as party to trust agreement

    By Luke Bailey,
    • 3 replies
    • 1.7k views

  7. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 1.8k views

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

    By Chris123,
    • 13 replies
    • 8.1k views

  9. Unused vacation pay--that's all

    By J Simmons,
    • 1 reply
    • 1.8k views

  10. short plan year

    By Robin Wilson,
    • 3 replies
    • 859 views

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

    By M Norton,
    • 5 replies
    • 1.2k views

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

    By austin3515,
    • 13 replies
    • 3k views

  13. Pre-approved plan retroactive effective date

    By EmpbAF,
    • 1 reply
    • 1.2k views

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

    By Jakyasar,
    • 6 replies
    • 900 views

  15. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 556 views

  16. eligibility, 1000 hrs reached but DOT<21

    By TPApril,
    • 5 replies
    • 1k views

  17. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR,   
    • 18 replies
    • 2.1k views

  18. IRC 410(b)

    By Purplemandinga,
    • 4 replies
    • 1k views

  19. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 461 views

  20. Excess Employer Contribution - Solo 401k

    By H2202,
    • 8 replies
    • 1.8k views

  21. ADP rate testing net comp

    By legort69,
    • 12 replies
    • 1.5k views

  22. Time to update NRA?

    By Riley Britton,
    • 12 replies
    • 1.9k views

  23. Excess Deferral to Solo 401k Promptly Corrected. Tax Implications?

    By J295,
    • 3 replies
    • 1.2k views

  24. 401K deduction discrepancies

    By jmbaughm,   
    • 2 replies
    • 1.5k views

  25. Former Key in top heavy test

    By doombuggy,   
    • 11 replies
    • 8.9k views

  26. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM,   
    • 4 replies
    • 1.1k views

  27. 401k Controlled Group - One company has no plan

    By tcmc,
    • 4 replies
    • 1.2k views
    • Bri
    • Bri

  28. IRA Rollover

    By PS,
    • 5 replies
    • 711 views

  29. Compensation Definition

    By Stash026,
    • 3 replies
    • 872 views

  30. Excess Deferrals - taxable in prior year, but 1099-R for which year

    By TPApril,
    • 3 replies
    • 874 views

  31. Compensation Limitation Election Available to Certain Participants

    By SSRRS,
    • 21 replies
    • 1.3k views

  32. ADP Refund of Roth funds

    By BG5150,
    • 2 replies
    • 2.2k views

  33. NRA = 65+5P and 100% Vesting

    By cheersmate,
    • 2 replies
    • 1k views

  34. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun,
    • 4 replies
    • 2.2k views

  35. Two commingled plans in one trust fund?

    By ldr,
    • 8 replies
    • 1.1k views
    • ldr
    • ldr

  36. controlled group, two plans, failing coverage - problems!

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  37. Merging a SH Plan with a Non-SH Plan (What to look out for?)

    By Chris123,
    • 0 replies
    • 380 views

  38. 410b testing

    By Chippy,
    • 2 replies
    • 732 views

  39. Reporting loss on corrective distribution of excess deferral

    By Sir LB,   
    • 3 replies
    • 5.6k views

  40. What to do with ADP/ACP Refunds - Personal Finance

    By austin3515,
    • 4 replies
    • 855 views

  41. ERISA 3(38) - Issues With Service Agreement

    By D.J. Simonetti,
    • 4 replies
    • 726 views

  42. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 797 views

  43. Aggregation for ACP Only

    By BTG,
    • 0 replies
    • 323 views

  44. Late correction of ADP deferral failure

    By Belgarath,
    • 7 replies
    • 979 views

  45. Loan rollover to IRA

    By PS,
    • 5 replies
    • 3.1k views

  46. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 765 views

  47. Plan Document Question

    By khn,
    • 19 replies
    • 2.7k views

  48. CARES Act - Non-Cash Bonus

    By glhotdog,
    • 1 reply
    • 502 views

  49. What Form to use for 2020 SF or EZ

    By DPSRich,
    • 3 replies
    • 677 views

  50. Top heavy plan, match with allocation requirements

    By RCK13,   
    • 4 replies
    • 1.2k views
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