Jump to content

401(k) Plans

19,499 topics in this forum

  1. Differing match formulas

    By hsctpa,
    • 1 reply
    • 765 views

  2. Participant Loan Program

    By austin3515,
    • 5 replies
    • 1.3k views

  3. fixing excess contribution in EZ plan

    By M Norton,
    • 2 replies
    • 944 views

  4. 401(k) catch up plus a maxed out SEP

    By AJC,
    • 4 replies
    • 1.1k views

  5. Otherwise Excludable Employees and ADP Testing

    By EBECatty,
    • 9 replies
    • 3.9k views

  6. Prevailing Wage Plan

    By Christopher Wilson,
    • 4 replies
    • 5.5k views

  7. Defaulted loans

    By ratherbereading,   
    • 8 replies
    • 1.5k views

  8. Single Member LLC deferred (ROTH) and had a net loss on both Schedule C's

    By Pammie57,
    • 1 reply
    • 725 views

  9. Top Heavy with dual eligibility for deferral and safe harbor

    By Lou81,   
    • 2 replies
    • 1k views

  10. Employer Contribution Due Date

    By Stash026,
    • 8 replies
    • 3.1k views

  11. RMD taken, but not reported

    By Zoey,
    • 13 replies
    • 2.7k views

  12. Solo 401k established, but not funded

    By Spencer,   
    • 21 replies
    • 2.9k views

  13. Forfeiture Account Funds to Pay Earnings

    By waid10,
    • 2 replies
    • 1.1k views

  14. Need help on 5500-SF Count

    By stephen20,
    • 3 replies
    • 1k views

  15. Different Eligibility Requirements for 401(k) Contributions

    By Stash026,
    • 4 replies
    • 1.5k views

  16. SH Nonelective - First Plan Year

    By Gilmore,
    • 6 replies
    • 1.2k views

  17. Employee 401(k) elections conflict with federal income tax withholding elections

    By Carol V. Calhoun,
    • 10 replies
    • 5.4k views

  18. QNEC for Missed Deferral and 402(g) Limit

    By EBECatty,
    • 4 replies
    • 3.3k views

  19. Definition of Compensation | Medical Loss Ratio (MLR) Rebates

    By DCqanda,
    • 0 replies
    • 816 views

  20. Excess Deferral Roth

    By Brenda Wren,
    • 8 replies
    • 2.3k views

  21. After-Tax amounts not credited

    By Kissland,
    • 6 replies
    • 1.7k views

  22. Trying to Determine who is HCE for Terminating Plan

    By Mr Bagwell,   
    • 4 replies
    • 1.6k views

  23. Sale of participating employer and vesting

    By Steamboat,
    • 3 replies
    • 1.5k views

  24. Can Employer Give Certain Employee More and How Much?

    By Chris123,
    • 3 replies
    • 855 views

  25. Unnamed contingent beneficiaries: Children or Estate

    By TPApril,
    • 4 replies
    • 1.8k views

  26. Employer stated a 401k on offer letter but has not provided. What are the employees rights?

    By Donna W,
    • 3 replies
    • 4.9k views

  27. can I disaggregate ADP test and aggregate ACP test

    By Scott25,
    • 2 replies
    • 1.2k views

  28. Successor Rule if Profit Sharing Doesn't Have a 401(k)?

    By Sue B,
    • 2 replies
    • 1.3k views

  29. New york secure choice

    By SSRRS,
    • 9 replies
    • 2.6k views

  30. Required Restatement for Terminated 401(k) Plan

    By lcollins300,
    • 5 replies
    • 2.2k views

  31. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 14k views

  32. Inc. vs LLP. one owner, two plans?

    By TPApril,
    • 6 replies
    • 1.7k views

  33. One-to-One Correction with QNEC allocation of more than 5%

    By NW529,   
    • 5 replies
    • 1.8k views

  34. Forfeitures to Fund QNECs for Missed Deferrals plus gains

    By legort69,
    • 10 replies
    • 5.6k views

  35. document restatement after termination date

    By WCC,
    • 3 replies
    • 1.6k views

  36. terminating SEP & starting 401k & SECURE Act

    By TPApril,
    • 4 replies
    • 1.8k views

  37. Help with formula

    By Pink cupcake,
    • 6 replies
    • 6.7k views

  38. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.9k views

  39. Excess deferrals in a tribal non-ERISA 401(k) plan

    By ldr,   
    • 1 reply
    • 922 views

  40. Participant Loan in Default or not due to CARES Act relief

    By cheersmate,   
    • 3 replies
    • 939 views

  41. Safe Harbor 3% NonElective to NHCE only. Mid Year Change wanted.

    By Mr Bagwell,   
    • 4 replies
    • 1.5k views

  42. Amending a plan after the close of the plan year to pass gateway test

    By ldr,   
    • 2 replies
    • 1.3k views
    • ldr
    • ldr

  43. Ownership Through Another Company

    By Vlad401k,
    • 1 reply
    • 612 views

  44. starting an owner only 401(k) plan after reclassifying the only employee

    By ldr,   
    • 17 replies
    • 2.7k views

  45. Vesting Amendment and Terminated Employees

    By Slem,
    • 3 replies
    • 3k views

  46.  If SH is removed mid-year due to acquisition, do SH provisions apply for that year and you don't need to worry about ADP testing?

    By Chris123,
    • 8 replies
    • 2.1k views

  47. Deemed nonelective contributions to a 401(k) Plan

    By Christopher Wilson,
    • 1 reply
    • 866 views

  48. Dual Qualified Plans - What must be satisfied?

    By Chris123,
    • 0 replies
    • 421 views

  49. Who is included in ADP test when Safe Harbor eligibility is more restrictive?

    By Megandps,
    • 7 replies
    • 4.3k views

  50. Gains for late deposits included on the adp/acp test

    By ratherbereading,   
    • 5 replies
    • 959 views
×
×
  • Create New...