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401(k) Plans

19,489 topics in this forum

  1. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 997 views

  2. Looking for admin and/or recordkeeper that can handle plan assets consisting of just single stock positions

    By izzy.and.erisa,
    • 1 reply
    • 528 views

  3. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 835 views

  4. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 876 views

  5. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 1.2k views

  6. HCE Carve Outs For Safe Harbor 401(k) Plan

    By Barry Levy,
    • 4 replies
    • 1.2k views

  7. What is the Plan Entry Date when Immediate but requires 12 months and 500 hours

    By Megandps,
    • 3 replies
    • 1.1k views

  8. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 877 views

  9. Is this a usual and standard request? We gave IRS copy of PPA Document and they came back and asked for EGTRRA Document?

    By SSRRS,
    • 1 reply
    • 677 views

  10. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 2.4k views

  11. Am I required to give a new TPA who is replacing me a copy of the Plan Document

    By RayJJohnsonJr,
    • 22 replies
    • 3k views

  12. After-tax contributions

    By austin3515,
    • 0 replies
    • 658 views

  13. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 1.1k views

  14. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 2.3k views

  15. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.5k views

  16. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 398 views

  17. QACA using 3% nonelective safe harbor, mid-year amendment to remove safe harbor

    By Belgarath,
    • 4 replies
    • 780 views

  18. S-Corp comp

    By TPApril,
    • 2 replies
    • 998 views

  19. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 1.1k views

  20. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 828 views

  21. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 919 views

  22. One owner - SEP for LLC, PS for Inc.?

    By TPApril,
    • 2 replies
    • 670 views

  23. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 1.2k views

  24. Do Successor Plan Rules apply to a one participant plan?

    By TMcfall,
    • 0 replies
    • 540 views

  25. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 516 views

  26. After-tax Contributions / Reasonale Limits

    By austin3515,
    • 6 replies
    • 1.3k views

  27. Qualified Birth and Adoption

    By austin3515,
    • 8 replies
    • 2.8k views

  28. 401(k) Safe Harbor Exemption

    By Kristi Driscoll,   
    • 0 replies
    • 421 views

  29. Record Keeper Change FROM TIAA

    By CSBill,
    • 3 replies
    • 1.4k views

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

    By PamR,
    • 2 replies
    • 1.1k views

  31. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k,
    • 1 reply
    • 1.2k views

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

    By SSRRS,
    • 3 replies
    • 912 views

  33. Removing fixed match from Safe Harbor Plan

    By cpc0506,
    • 0 replies
    • 480 views

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

    By NW529,
    • 3 replies
    • 1.3k views

  35. Deductibility of Delinquent Contributions

    By Stash026,
    • 4 replies
    • 1.6k views

  36. Participant Loans / Rollover of Note following Loan Offset

    By austin3515,
    • 17 replies
    • 3.6k views

  37. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.7k views

  38. Coronavirus DIstribution Timing

    By Christine Roberts,
    • 11 replies
    • 2k views

  39. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 988 views

  40. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.6k views

  41. Differing match formulas

    By hsctpa,
    • 1 reply
    • 699 views

  42. Participant Loan Program

    By austin3515,
    • 5 replies
    • 1.2k views

  43. fixing excess contribution in EZ plan

    By M Norton,
    • 2 replies
    • 888 views

  44. 401(k) catch up plus a maxed out SEP

    By AJC,
    • 4 replies
    • 1.1k views

  45. Otherwise Excludable Employees and ADP Testing

    By EBECatty,
    • 9 replies
    • 3.7k views

  46. Prevailing Wage Plan

    By Christopher Wilson,
    • 4 replies
    • 5.4k views

  47. Defaulted loans

    By ratherbereading,   
    • 8 replies
    • 1.4k views

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

    By Pammie57,
    • 1 reply
    • 690 views

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

    By Lou81,   
    • 2 replies
    • 939 views

  50. Employer Contribution Due Date

    By Stash026,
    • 8 replies
    • 2.9k views
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