401(k) Plans

19,295 topics in this forum

1. Recognition of Service

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

2. Compensation Limit- Contributions Post Tax

   By coleboy, February 1, 2021
   • 7 replies
   • 1.6k views
   • 
   • Luke Bailey
   • February 2, 2021

3. 401(k) limit between 2 Plans

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

4. ...

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

5. No Beneficiary Designation- distribute to estate

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

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

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

7. Account title for individual 401K plans

   By vacat, January 26, 2021
   • 9 replies
   • 2.3k views
   • 
   • vacat
   • January 30, 2021

8. Rules of Parity Cheat Sheet

   By austin3515, January 23, 2021
   • 9 replies
   • 2.1k views
   • 
   • Jakyasar
   • January 29, 2021

9. ADP Test and Refunds

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

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

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

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

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.2k views
    • 
    • Mike Preston
    • January 28, 2021

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

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

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

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

14. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.7k views
    • 
    • Lou S.
    • January 27, 2021

15. Controlled Group and Family Attribution

    By Tom, January 26, 2021
    • 2 replies
    • 1k views
    • 
    • FORMER ESQ.
    • January 27, 2021

16. Only employee with a balance, 0% vested

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

17. 1099-R Question

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

18. Controlled group

    By Mark Miller, January 25, 2021
    • 6 replies
    • 1.4k views
    • 
    • CuseFan
    • January 26, 2021

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

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

20. Compensation Definition for 401(k) Deferrals

    By PensionPro, January 21, 2021
    • 5 replies
    • 1.8k views
    • 
    • MWeddell
    • January 25, 2021

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

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

22. Adding profit Sharing provisions

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

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

    By austin3515, January 24, 2021
    • 8 replies
    • 1.9k views
    • 
    • C. B. Zeller
    • January 25, 2021

24. 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

25. 1099-R Code for CARES Act withdrawal

    By Susan S., April 2, 2020
    • 16 replies
    • 5.3k views
    • 
    • Bird
    • January 25, 2021

26. Lost Participant / Address Changes?

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

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

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

28. S Corp, single company, 401(k) withholding for owners

    By HarleyBabe, January 19, 2021
    • 5 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 22, 2021

29. Is there any 401k rollover service?

    By Shuo, January 21, 2021
    • 12 replies
    • 1.5k views
    • 
    • ESOP Guy
    • January 21, 2021

30. stock sale and transitional relief

    By AlbanyConsultant, January 20, 2021
    • 5 replies
    • 771 views
    • 
    • EBECatty
    • January 21, 2021

31. Converting Plan with Self-Directed Brokerage

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

32. Forfeiture Question

    By austinh2591, January 20, 2021   

    • forfeiture
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • January 21, 2021

33. COVID Emergency Sick Leave Wages

    By Muzukii, January 20, 2021
    • 1 reply
    • 441 views
    • 
    • JRN
    • January 20, 2021

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

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

35. ACP test correction

    By SViola, January 14, 2021
    • 3 replies
    • 773 views
    • 
    • C. B. Zeller
    • January 19, 2021

36. Retirement Allocation Condition

    By Vlad401k, January 13, 2021
    • 7 replies
    • 2.2k views
    • 
    • Cardscrazy
    • January 16, 2021

37. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules, January 11, 2021
    • 3 replies
    • 1k views
    • 
    • FORMER ESQ.
    • January 16, 2021

38. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert, December 8, 2017   

    • discretionary
    • forfeiture
    • 5 replies
    • 1.6k views
    • 
    • FORMER ESQ.
    • January 16, 2021

39. safe harbor QACA Match

    By Robin Wilson, January 15, 2021
    • 1 reply
    • 694 views
    • 
    • Lou S.
    • January 15, 2021

40. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant, January 14, 2021
    • 1 reply
    • 546 views
    • 
    • FORMER ESQ.
    • January 15, 2021

41. Multiple Businesses

    By MHANSON, January 10, 2021
    • 5 replies
    • 1.8k views
    • 
    • MHANSON
    • January 14, 2021

42. Timing and funding of 'solo conversion'

    By matthny, January 14, 2021
    • 5 replies
    • 511 views
    • 
    • Lou S.
    • January 14, 2021

43. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

    By cheersmate, January 13, 2021   

    • 404 deduction limitation
    • transferred db surplus reallocation
    • 5 replies
    • 786 views
    • 
    • cheersmate
    • January 14, 2021

44. Can a partner participate in the company's 401(k) plan?

    By Sean Macklin, January 5, 2021
    • 23 replies
    • 7.1k views
    • 
    • Luke Bailey
    • January 12, 2021

45. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly, January 12, 2021
    • 1 reply
    • 500 views
    • 
    • ESOP Guy
    • January 12, 2021

46. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney, January 6, 2021
    • 10 replies
    • 4.2k views
    • 
    • Luke Bailey
    • January 10, 2021

47. Compensation when deferral feature added mid-year

    By Rose, January 7, 2021
    • 4 replies
    • 908 views
    • 
    • MWeddell
    • January 10, 2021

48. Looking for an advisor for my 401(k) startup

    By Shuo, January 9, 2021
    • 0 replies
    • 338 views
    • 
    • Shuo
    • January 9, 2021

49. loan default

    By mehmgo, January 7, 2021
    • 4 replies
    • 754 views
    • 
    • Bill Presson
    • January 8, 2021

50. Question about forced termination of 401k

    By chhejr, January 8, 2021
    • 1 reply
    • 487 views
    • 
    • Bird
    • January 8, 2021