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401(k) Plans

19,321 topics in this forum

  1. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 784 views

  2. Aggregation for ACP Only

    By BTG,
    • 0 replies
    • 305 views

  3. Late correction of ADP deferral failure

    By Belgarath,
    • 7 replies
    • 944 views

  4. Loan rollover to IRA

    By PS,
    • 5 replies
    • 2.7k views

  5. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 736 views

  6. Plan Document Question

    By khn,
    • 19 replies
    • 2.6k views

  7. CARES Act - Non-Cash Bonus

    By glhotdog,
    • 1 reply
    • 492 views

  8. What Form to use for 2020 SF or EZ

    By DPSRich,
    • 3 replies
    • 652 views

  9. Top heavy plan, match with allocation requirements

    By RCK13,   
    • 4 replies
    • 1.2k views

  10. SAR

    By PS,
    • 8 replies
    • 1k views
    • PS
    • PS

  11. 2021 distribution under 2020 CRD rules??

    By WCC,
    • 3 replies
    • 3.5k views

  12. "Signature" Feature in Adobe and other PDF software

    By austin3515,
    • 10 replies
    • 4.9k views

  13. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82,
    • 5 replies
    • 1.4k views

  14. Safe Harbor Match miscalculated by payroll provider

    By Pammie57,
    • 2 replies
    • 707 views

  15. Plan Sponsor Received Mutual Fund Settlement Check Payable to 401k Plan

    By waid10,
    • 3 replies
    • 1.1k views

  16. Employee Fund Allocations

    By coleboy,
    • 3 replies
    • 603 views

  17. Conversion from a MEP to a stand alone 401k Plan

    By 401kSteve,
    • 0 replies
    • 635 views

  18. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 673 views

  19. Transfer from a PEO-MEP to a 401k Plan

    By 401kSteve,
    • 0 replies
    • 489 views

  20. Satisfying ABT on Allocations and Rate Group Testing on Benefits

    By CLE401kGuy,
    • 6 replies
    • 1.1k views

  21. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 1.9k views

  22. RMD Fail

    By Plan Doc,
    • 6 replies
    • 1.2k views

  23. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 935 views

  24. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor,
    • 2 replies
    • 1.8k views

  25. S-Corp Shareholder Compensation

    By ac,
    • 8 replies
    • 12.8k views

  26. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 403 views

  27. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 780 views

  28. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 703 views

  29. K1 Income and Profit Share

    By Bill Henderson,
    • 8 replies
    • 1.8k views

  30. Multiple Employer Plan Spin-Off and Testing

    By constance_james,   
    • 1 reply
    • 1k views

  31. Mid-Year Safe Harbor Changes

    By austin3515,
    • 9 replies
    • 2.6k views

  32. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE,
    • 2 replies
    • 609 views

  33. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.6k views

  34. Amending today at 4% SHNEc for 2020

    By austin3515,
    • 2 replies
    • 452 views

  35. Partnership/K-1 404 deduction limit

    By ratherbereading,
    • 5 replies
    • 1.4k views

  36. Rollover of Tax-Exempt Combat Pay from TSP to 401(k)

    By ERISA guy,
    • 2 replies
    • 1k views

  37. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 523 views

  38. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.1k views

  39. Solo 401(k) - No intention of utilizing

    By MjInvestments,
    • 16 replies
    • 2k views

  40. Partial Plan Termination Rules

    By austin3515,
    • 25 replies
    • 4.5k views

  41. Retroactive reinstatement of Safe Harbor nonelective - 3% or 4%?

    By Belgarath,
    • 2 replies
    • 589 views

  42. 401a4 Testing Question

    By Nic Pospiech,
    • 2 replies
    • 816 views

  43. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.3k views

  44. Refund after Roth conversion

    By BG5150,
    • 1 reply
    • 574 views
    • Bri
    • Bri

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

    By Vlad401k,
    • 10 replies
    • 997 views

  46. W2 and K1 in a controlled group

    By BG5150,
    • 5 replies
    • 1.1k views

  47. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 686 views

  48. Employee bonus paid out as 401(k) SH Match

    By KdGal,
    • 2 replies
    • 776 views

  49. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 450 views

  50. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 529 views
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