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401(k) Plans

19,382 topics in this forum

  1. Excess Deferrals - taxable in prior year, but 1099-R for which year

    By TPApril,
    • 3 replies
    • 946 views

  2. Compensation Limitation Election Available to Certain Participants

    By SSRRS,
    • 21 replies
    • 1.4k views

  3. ADP Refund of Roth funds

    By BG5150,
    • 2 replies
    • 2.3k views

  4. NRA = 65+5P and 100% Vesting

    By cheersmate,
    • 2 replies
    • 1k views

  5. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun,
    • 4 replies
    • 2.2k views

  6. Two commingled plans in one trust fund?

    By ldr,
    • 8 replies
    • 1.1k views
    • ldr
    • ldr

  7. controlled group, two plans, failing coverage - problems!

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views

  8. Merging a SH Plan with a Non-SH Plan (What to look out for?)

    By Chris123,
    • 0 replies
    • 392 views

  9. 410b testing

    By Chippy,
    • 2 replies
    • 745 views

  10. Reporting loss on corrective distribution of excess deferral

    By Sir LB,   
    • 3 replies
    • 5.7k views

  11. What to do with ADP/ACP Refunds - Personal Finance

    By austin3515,
    • 4 replies
    • 894 views

  12. ERISA 3(38) - Issues With Service Agreement

    By D.J. Simonetti,
    • 4 replies
    • 765 views

  13. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 814 views

  14. Aggregation for ACP Only

    By BTG,
    • 0 replies
    • 334 views

  15. Late correction of ADP deferral failure

    By Belgarath,
    • 7 replies
    • 1k views

  16. Loan rollover to IRA

    By PS,
    • 5 replies
    • 3.3k views

  17. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 800 views

  18. Plan Document Question

    By khn,
    • 19 replies
    • 2.8k views

  19. CARES Act - Non-Cash Bonus

    By glhotdog,
    • 1 reply
    • 515 views

  20. What Form to use for 2020 SF or EZ

    By DPSRich,
    • 3 replies
    • 693 views

  21. Top heavy plan, match with allocation requirements

    By RCK13,   
    • 4 replies
    • 1.2k views

  22. SAR

    By PS,
    • 8 replies
    • 1.1k views
    • PS
    • PS

  23. 2021 distribution under 2020 CRD rules??

    By WCC,
    • 3 replies
    • 3.5k views

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

    By austin3515,
    • 10 replies
    • 5.1k views

  25. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82,
    • 5 replies
    • 1.5k views

  26. Safe Harbor Match miscalculated by payroll provider

    By Pammie57,
    • 2 replies
    • 756 views

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

    By waid10,
    • 3 replies
    • 1.1k views

  28. Employee Fund Allocations

    By coleboy,
    • 3 replies
    • 637 views

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

    By 401kSteve,
    • 0 replies
    • 679 views

  30. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 725 views

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

    By 401kSteve,
    • 0 replies
    • 511 views

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

    By CLE401kGuy,
    • 6 replies
    • 1.2k views

  33. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 2.1k views

  34. RMD Fail

    By Plan Doc,
    • 6 replies
    • 1.3k views

  35. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 1k views

  36. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor,
    • 2 replies
    • 2k views

  37. S-Corp Shareholder Compensation

    By ac,
    • 8 replies
    • 13.3k views

  38. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 440 views

  39. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 817 views

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

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

  41. K1 Income and Profit Share

    By Bill Henderson,
    • 8 replies
    • 2.1k views

  42. Multiple Employer Plan Spin-Off and Testing

    By constance_james,   
    • 1 reply
    • 1.1k views

  43. Mid-Year Safe Harbor Changes

    By austin3515,
    • 9 replies
    • 2.8k views

  44. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE,
    • 2 replies
    • 653 views

  45. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.6k views

  46. Amending today at 4% SHNEc for 2020

    By austin3515,
    • 2 replies
    • 480 views

  47. Partnership/K-1 404 deduction limit

    By ratherbereading,
    • 5 replies
    • 1.4k views

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

    By ERISA guy,
    • 2 replies
    • 1.2k views

  49. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 603 views

  50. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.2k views
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