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401(k) Plans

19,499 topics in this forum

  1. US Company with Puerto Rican employee

    By Gilmore,
    • 0 replies
    • 793 views

  2. FIS Document users - flexible discretionary vs. rigid discretionary

    By Belgarath,
    • 2 replies
    • 1.6k views

  3. 5500 Review Requirement Calls from Wharton Group

    By Francis,
    • 8 replies
    • 3.3k views

  4. Eligibility & Probationary Period

    By Stash026,
    • 4 replies
    • 3.8k views

  5. Relius users - 410b Coverage is including Terminated Participants with <500 hours as eligible

    By Megandps,
    • 5 replies
    • 1.2k views

  6. Net Operating Loss on Earned Income Calc

    By austin3515,
    • 0 replies
    • 715 views

  7. Deducting 2020 and 2021 in 2021

    By austin3515,
    • 12 replies
    • 1.4k views

  8. Profit Sharing Contribution allocation

    By Chippy,
    • 2 replies
    • 951 views

  9. multiple 5330s needed or just 1?

    By ACK,
    • 3 replies
    • 1.4k views

  10. Differing match and ps in plan without HCEs and Keys

    By ldr,   
    • 6 replies
    • 1.7k views

  11. Tiered match based on compensation?

    By BG5150,
    • 5 replies
    • 1.1k views

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

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

  13. SSA Transferred Participant Question

    By Vlad401k,
    • 2 replies
    • 880 views

  14. 5 Year Rule or 10 Year Rule - Maximum Period Within Tax Qualified Plan - Non-Spouse Beneficiaries

    By BenefitJack,
    • 2 replies
    • 928 views

  15. form 5500 - participant count

    By Chippy,
    • 2 replies
    • 1.2k views

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

    By Barry Levy,
    • 4 replies
    • 1.3k views

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

    By Megandps,
    • 3 replies
    • 1.1k views

  18. Stock Acquisition and Successor Plan

    By Slem,
    • 2 replies
    • 971 views

  19. 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
    • 708 views

  20. New Hardship Rules -proof of hardship

    By ratherbereading,
    • 6 replies
    • 2.5k views

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

    By RayJJohnsonJr,
    • 22 replies
    • 3.3k views

  22. After-tax contributions

    By austin3515,
    • 0 replies
    • 698 views

  23. fund settlement a decade after plan is paid out

    By AlbanyConsultant,
    • 5 replies
    • 1.2k views

  24. Control Group Issue for Tax Exempt Organizations

    By David Olive,
    • 10 replies
    • 2.4k views

  25. ADP Refund earnings calc question

    By BG5150,
    • 1 reply
    • 1.5k views

  26. QACA Anniversary Years?

    By Gilmore,
    • 0 replies
    • 419 views

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

    By Belgarath,
    • 4 replies
    • 840 views

  28. S-Corp comp

    By TPApril,
    • 2 replies
    • 1k views

  29. Maximum Loan / market dropped

    By Lou81,   
    • 6 replies
    • 1.2k views

  30. Uncashed refund of excess deferral

    By gregburst,
    • 1 reply
    • 898 views

  31. Top Heavy Minimum Contribution

    By justatester,
    • 2 replies
    • 1k views

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

    By TPApril,
    • 2 replies
    • 704 views

  33. Partner - negative earned income but deferral and match

    By Becky Schwing,
    • 1 reply
    • 1.3k views

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

    By TMcfall,
    • 0 replies
    • 596 views

  35. Correcting ADP test under EPCRS-5330?

    By BG5150,
    • 0 replies
    • 567 views

  36. After-tax Contributions / Reasonale Limits

    By austin3515,
    • 6 replies
    • 1.3k views

  37. Qualified Birth and Adoption

    By austin3515,
    • 8 replies
    • 2.9k views

  38. 401(k) Safe Harbor Exemption

    By Kristi Driscoll,   
    • 0 replies
    • 445 views

  39. Record Keeper Change FROM TIAA

    By CSBill,
    • 3 replies
    • 1.6k views

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

    By PamR,
    • 2 replies
    • 1.2k views

  41. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k,
    • 1 reply
    • 1.3k views

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

    By SSRRS,
    • 3 replies
    • 974 views

  43. Removing fixed match from Safe Harbor Plan

    By cpc0506,
    • 0 replies
    • 523 views

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

    By NW529,
    • 3 replies
    • 1.4k views

  45. Deductibility of Delinquent Contributions

    By Stash026,
    • 4 replies
    • 1.7k views

  46. Participant Loans / Rollover of Note following Loan Offset

    By austin3515,
    • 17 replies
    • 3.8k views

  47. Pooled Employer Plans

    By Yolanda Vega,
    • 6 replies
    • 1.7k views

  48. Coronavirus DIstribution Timing

    By Christine Roberts,
    • 11 replies
    • 2.1k views

  49. Sched. C Reflects a Loss

    By coleboy,
    • 2 replies
    • 1.1k views

  50. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1.6k views
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