401(k) Plans

19,362 topics in this forum

1. Partial Termination and Plan Merger

   By CMC, February 8, 2021
   • 5 replies
   • 1.4k views
   • 
   • EBECatty
   • February 9, 2021

2. RMD under SECURE Act

   By Dobber, February 4, 2021
   • 6 replies
   • 1.4k views
   • 
   • RatherBeGolfing
   • February 9, 2021

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

   By justanotheradmin, February 5, 2021
   • 14 replies
   • 2k views
   • 
   • msmith
   • February 8, 2021

4. Paid out terminated employee due SH contribution

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

5. Eligible Designated Beneficiary

   By ALS, February 8, 2021
   • 1 reply
   • 497 views
   • 
   • EBECatty
   • February 8, 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. Converting 401(k) into 403(b)

   By Stash026, February 5, 2021
   • 3 replies
   • 1k views
   • 
   • david rigby
   • February 5, 2021

8. Terminating a Cycle 3 Plan 2021

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

9. Tax Credit & EACA

   By susieQ, February 3, 2021
   • 5 replies
   • 1.3k views
   • 
   • Bird
   • February 5, 2021

10. 401(k) adoption, election - year confusion

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

11. 1099-R Question for CARES Act

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

12. ADP Testing - Determining HCEs and NHCEs

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

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

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

14. Valuation Date for 401(k) Plan

    By 401(k)athryn, February 3, 2021
    • 7 replies
    • 2k views
    • 
    • Luke Bailey
    • February 4, 2021

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

    By cheersmate, February 2, 2021   

    • 401k correction
    • employer withheld too much
    • 6 replies
    • 1.4k views
    • 
    • cheersmate
    • February 3, 2021

16. Missed match for HCE

    By BG5150, February 3, 2021
    • 2 replies
    • 1.2k views
    • 
    • CuseFan
    • February 3, 2021

17. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton, February 2, 2021
    • 10 replies
    • 1.2k views
    • 
    • Bird
    • February 3, 2021

18. Irrevocable Waiver

    By Catch22PGM, February 1, 2021   

    • irrevocable election
    • waiver
    • 11 replies
    • 2.7k views
    • 
    • ESOP Guy
    • February 3, 2021

19. Recognition of Service

    By Ahuntingus, February 1, 2021
    • 9 replies
    • 1.5k views
    • 
    • Ahuntingus
    • February 2, 2021

20. Compensation Limit- Contributions Post Tax

    By coleboy, February 1, 2021
    • 7 replies
    • 1.8k views
    • 
    • Luke Bailey
    • February 2, 2021

21. 401(k) limit between 2 Plans

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

22. ...

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

23. No Beneficiary Designation- distribute to estate

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

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

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

25. Account title for individual 401K plans

    By vacat, January 26, 2021
    • 9 replies
    • 2.7k views
    • 
    • vacat
    • January 30, 2021

26. Rules of Parity Cheat Sheet

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

27. ADP Test and Refunds

    By ratherbereading, January 28, 2021
    • 7 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 28, 2021

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

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

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

    By CubsFanAZ, January 26, 2021
    • 10 replies
    • 2.5k views
    • 
    • Mike Preston
    • January 28, 2021

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

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

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

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

32. Discovered Mistake After Rollover

    By sam248, December 27, 2020
    • 9 replies
    • 1.9k views
    • 
    • Lou S.
    • January 27, 2021

33. Controlled Group and Family Attribution

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

34. Only employee with a balance, 0% vested

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

35. 1099-R Question

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

36. Controlled group

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

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

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

38. Compensation Definition for 401(k) Deferrals

    By PensionPro, January 21, 2021
    • 5 replies
    • 2k views
    • 
    • MWeddell
    • January 25, 2021

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

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

40. Adding profit Sharing provisions

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

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

    By austin3515, January 24, 2021
    • 8 replies
    • 2.1k views
    • 
    • C. B. Zeller
    • January 25, 2021

42. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA, January 24, 2021
    • 2 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • January 25, 2021

43. 1099-R Code for CARES Act withdrawal

    By Susan S., April 2, 2020
    • 16 replies
    • 5.4k views
    • 
    • Bird
    • January 25, 2021

44. Lost Participant / Address Changes?

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

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

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

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

    By HarleyBabe, January 19, 2021
    • 5 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 22, 2021

47. Is there any 401k rollover service?

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

48. stock sale and transitional relief

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

49. Converting Plan with Self-Directed Brokerage

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

50. Forfeiture Question

    By austinh2591, January 20, 2021   

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