401(k) Plans

19,321 topics in this forum

1. NUA

   By Dobber, February 8, 2021
   • 1 reply
   • 349 views
   • 
   • Luke Bailey
   • February 10, 2021

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

   By Vlad401k, February 8, 2021
   • 10 replies
   • 997 views
   • 
   • Mike Preston
   • February 16, 2021

3. Eligible Designated Beneficiary

   By ALS, February 8, 2021
   • 1 reply
   • 478 views
   • 
   • EBECatty
   • February 8, 2021

4. Partial Termination and Plan Merger

   By CMC, February 8, 2021
   • 5 replies
   • 1.3k views
   • 
   • EBECatty
   • February 9, 2021

5. TH min

   By AdKu, February 5, 2021
   • 8 replies
   • 1k views
   • 
   • C. B. Zeller
   • February 11, 2021

6. Participant Fees based on employee classification

   By Benefits 101, February 5, 2021
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • February 5, 2021

7. Loan Source restrictions - time for a new recordkeeper?

   By justanotheradmin, February 5, 2021
   • 14 replies
   • 1.9k views
   • 
   • msmith
   • February 8, 2021

8. Terminating a Cycle 3 Plan 2021

   By Benefits Vet, February 5, 2021
   • 1 reply
   • 616 views
   • 
   • Bill Presson
   • February 5, 2021

9. SAR

   By PS, February 5, 2021
   • 8 replies
   • 1k views
   • 
   • PS
   • March 4, 2021

10. Converting 401(k) into 403(b)

    By Stash026, February 5, 2021
    • 3 replies
    • 969 views
    • 
    • david rigby
    • February 5, 2021

11. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy, February 4, 2021
    • 0 replies
    • 370 views
    • 
    • compliancecrazy
    • February 4, 2021

12. RMD under SECURE Act

    By Dobber, February 4, 2021
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • February 9, 2021

13. Tax Credit & EACA

    By susieQ, February 3, 2021
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 5, 2021

14. Missed match for HCE

    By BG5150, February 3, 2021
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • February 3, 2021

15. Valuation Date for 401(k) Plan

    By 401(k)athryn, February 3, 2021
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • February 4, 2021

16. 401(k) adoption, election - year confusion

    By Rachelk, February 3, 2021
    • 3 replies
    • 832 views
    • 
    • Rachelk
    • February 5, 2021

17. Employer Withheld Too Much 401k - correction required?

    By cheersmate, February 2, 2021   

    • 401k correction
    • employer withheld too much
    • 6 replies
    • 1.3k views
    • 
    • cheersmate
    • February 3, 2021

18. ADP Testing - Determining HCEs and NHCEs

    By waid10, February 2, 2021
    • 7 replies
    • 1k views
    • 
    • Lou S.
    • February 4, 2021

19. Paid out terminated employee due SH contribution

    By K-t-F, February 2, 2021
    • 2 replies
    • 455 views
    • 
    • K-t-F
    • February 8, 2021

20. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1.1k views
    • 
    • Bird
    • February 3, 2021

21. Irrevocable Waiver

    By Catch22PGM, February 1, 2021   

    • irrevocable election
    • waiver
    • 11 replies
    • 2.6k views
    • 
    • ESOP Guy
    • February 3, 2021

22. 401(k) limit between 2 Plans

    By Vlad401k, February 1, 2021
    • 3 replies
    • 558 views
    • 
    • CuseFan
    • February 1, 2021

23. Compensation Limit- Contributions Post Tax

    By coleboy, February 1, 2021
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • February 2, 2021

24. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.4k views
    • 
    • Ahuntingus
    • February 2, 2021

25. 1099-R Question for CARES Act

    By Stash026, January 28, 2021
    • 6 replies
    • 1.4k views
    • 
    • KTBS5827
    • February 4, 2021

26. No Beneficiary Designation- distribute to estate

    By Kat, January 28, 2021
    • 1 reply
    • 606 views
    • 
    • FORMER ESQ.
    • January 30, 2021

27. ADP Test and Refunds

    By ratherbereading, January 28, 2021
    • 7 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 28, 2021

28. IS top-heavy minimum required for this situation?

    By PLHart, January 27, 2021
    • 1 reply
    • 600 views
    • 
    • Lou S.
    • January 27, 2021

29. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150, January 27, 2021
    • 1 reply
    • 620 views
    • 
    • C. B. Zeller
    • January 27, 2021

30. ...

    By Griswold, January 27, 2021
    • 13 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 30, 2021

31. Controlled Group and Family Attribution

    By Tom, January 26, 2021
    • 2 replies
    • 1.1k views
    • 
    • FORMER ESQ.
    • January 27, 2021

32. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 28, 2021

33. 1099-R Question

    By Stash026, January 26, 2021
    • 5 replies
    • 937 views
    • 
    • david rigby
    • January 27, 2021

34. Account title for individual 401K plans

    By vacat, January 26, 2021
    • 9 replies
    • 2.5k views
    • 
    • vacat
    • January 30, 2021

35. Fixed Annuity Matures 1099R Issued to 401k Plan

    By AmyETPA, January 25, 2021
    • 3 replies
    • 847 views
    • 
    • Bird
    • January 26, 2021

36. Controlled group

    By Mark Miller, January 25, 2021
    • 6 replies
    • 1.5k views
    • 
    • CuseFan
    • January 26, 2021

37. Only employee with a balance, 0% vested

    By Logan401, January 25, 2021
    • 9 replies
    • 652 views
    • 
    • Logan401
    • January 27, 2021

38. Auto-escalate mid plan year tied to salary increases?

    By Steamboat, January 25, 2021
    • 2 replies
    • 722 views
    • 
    • david rigby
    • January 28, 2021

39. Adding profit Sharing provisions

    By Robin Wilson, January 24, 2021
    • 3 replies
    • 722 views
    • 
    • Robin Wilson
    • January 25, 2021

40. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515, January 24, 2021
    • 8 replies
    • 2k views
    • 
    • C. B. Zeller
    • January 25, 2021

41. Lost Participant / Address Changes?

    By austin3515, January 24, 2021
    • 1 reply
    • 592 views
    • 
    • Peter Gulia
    • January 24, 2021

42. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA, January 24, 2021
    • 2 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • January 25, 2021

43. Access Old IRS "Retirement News for Employers" Newsletter

    By EmpbAF, January 23, 2021
    • 2 replies
    • 712 views
    • 
    • EmpbAF
    • January 25, 2021

44. Rules of Parity Cheat Sheet

    By austin3515, January 23, 2021
    • 9 replies
    • 2.2k views
    • 
    • Jakyasar
    • January 29, 2021

45. LLC no pay in 2020 but wants to do PS

    By TPApril, January 22, 2021
    • 1 reply
    • 430 views
    • 
    • Bill Presson
    • January 22, 2021

46. PPP2 2020 PS deposited in 2021 - can include?

    By TPApril, January 22, 2021
    • 1 reply
    • 652 views
    • 
    • vacat
    • January 30, 2021

47. Compensation Definition for 401(k) Deferrals

    By PensionPro, January 21, 2021
    • 5 replies
    • 1.9k views
    • 
    • MWeddell
    • January 25, 2021

48. Converting Plan with Self-Directed Brokerage

    By khn, January 21, 2021
    • 1 reply
    • 623 views
    • 
    • C. B. Zeller
    • January 21, 2021

49. Is there any 401k rollover service?

    By Shuo, January 21, 2021
    • 12 replies
    • 1.6k views
    • 
    • ESOP Guy
    • January 21, 2021

50. First 5500 for 3-year old Solo 401(k). Beginning assets to report?

    By 401king, January 20, 2021
    • 1 reply
    • 454 views
    • 
    • Lou S.
    • January 20, 2021