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401(k) Plans

19,382 topics in this forum

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

    By pam@bbm,
    • 6 replies
    • 1.8k views

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

    By Molgilny89,
    • 6 replies
    • 1.2k views

  3. Change Safe Harbor Formula Mid-Year

    By Jennifer D.,   
    • 2 replies
    • 874 views

  4. SEP + Profit Sharing or Cash Balance

    By Stash026,
    • 4 replies
    • 807 views

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

    By austin3515,
    • 9 replies
    • 1.2k views

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

    By EPCRSGuru,
    • 5 replies
    • 701 views

  7. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 580 views

  8. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 965 views

  9. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1.1k views

  10. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath,
    • 3 replies
    • 628 views

  11. EACA - Increase Default Percentage

    By Gilmore,
    • 6 replies
    • 2.6k views

  12. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 561 views

  13. In-service withdrawal for short-term disability

    By cwallace,
    • 3 replies
    • 2.7k views

  14. Coverage Testing

    By Catch22PGM,   
    • 2 replies
    • 767 views

  15. Postponement of 402(g) corrective distributions

    By buckaroo,
    • 1 reply
    • 871 views

  16. Coverage testing with union employees

    By hnh93,   
    • 1 reply
    • 1.2k views

  17. Reasonable timing to implement salary deferral election changes?

    By kmhaab,
    • 1 reply
    • 1k views

  18. UBTI on qualified plan asset

    By KevinMc,
    • 5 replies
    • 2.5k views

  19. Payroll overpayment

    By reader,
    • 9 replies
    • 2.4k views
    • Bri
    • Bri

  20. Owner only Sole Proprietor DB plan

    By DDB BN,
    • 4 replies
    • 1.3k views

  21. Affiliated Service Group?

    By Jason Grant,
    • 9 replies
    • 1.4k views

  22. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 1.8k views

  23. Taxes and Roth 401k Contributions

    By Zooey72,
    • 7 replies
    • 2k views

  24. 20% Withholding not paid until following plan year

    By SSRRS,
    • 11 replies
    • 2.1k views

  25. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 536 views

  26. 410(b)(6)(C) transition relief

    By cpc0506,
    • 3 replies
    • 1.2k views

  27. Role of TPA as party to trust agreement

    By Luke Bailey,
    • 3 replies
    • 1.8k views

  28. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 1.9k views

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

    By Chris123,
    • 13 replies
    • 8.6k views

  30. Unused vacation pay--that's all

    By J Simmons,
    • 1 reply
    • 1.9k views

  31. short plan year

    By Robin Wilson,
    • 3 replies
    • 884 views

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

    By M Norton,
    • 5 replies
    • 1.2k views

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

    By austin3515,
    • 13 replies
    • 3.2k views

  34. Pre-approved plan retroactive effective date

    By EmpbAF,
    • 1 reply
    • 1.2k views

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

    By Jakyasar,
    • 6 replies
    • 922 views

  36. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 578 views

  37. eligibility, 1000 hrs reached but DOT<21

    By TPApril,
    • 5 replies
    • 1.1k views

  38. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR,   
    • 18 replies
    • 2.2k views

  39. IRC 410(b)

    By Purplemandinga,
    • 4 replies
    • 1.1k views

  40. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 481 views

  41. Excess Employer Contribution - Solo 401k

    By H2202,
    • 8 replies
    • 1.9k views

  42. ADP rate testing net comp

    By legort69,
    • 12 replies
    • 1.5k views

  43. Time to update NRA?

    By Riley Britton,
    • 12 replies
    • 2k views

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

    By J295,
    • 3 replies
    • 1.3k views

  45. 401K deduction discrepancies

    By jmbaughm,   
    • 2 replies
    • 1.6k views

  46. Former Key in top heavy test

    By doombuggy,   
    • 11 replies
    • 9.1k views

  47. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM,   
    • 4 replies
    • 1.2k views

  48. 401k Controlled Group - One company has no plan

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

  49. IRA Rollover

    By PS,
    • 5 replies
    • 751 views

  50. Compensation Definition

    By Stash026,
    • 3 replies
    • 906 views
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