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401(k) Plans

19,489 topics in this forum

  1. Tip income

    By austin3515,
    • 26 replies
    • 9.4k views

  2. Deferral Deductibility

    By Lucky32,
    • 6 replies
    • 2.3k views

  3. Interest on Late Profit Sharing Plans

    By Stash026,
    • 8 replies
    • 1.2k views

  4. Top Heavy and Safe Harbor

    By coleboy,
    • 29 replies
    • 3.2k views

  5. 45-day notice requirement for safe harbor correction

    By t.haley,
    • 1 reply
    • 1.2k views
    • EBP
    • EBP

  6. Missed Deferral and Catchup Opportunity

    By bhodge113,
    • 4 replies
    • 2.2k views

  7. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber,
    • 2 replies
    • 2.5k views

  8. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant,
    • 5 replies
    • 998 views

  9. How to record Plan Net Credits on Form 5500SF

    By pam@bbm,
    • 6 replies
    • 2.3k views

  10. Commingling Assets of Multiple Solo 401(k) Plans

    By Molgilny89,
    • 6 replies
    • 1.4k views

  11. Change Safe Harbor Formula Mid-Year

    By Jennifer D.,   
    • 2 replies
    • 1.1k views

  12. SEP + Profit Sharing or Cash Balance

    By Stash026,
    • 4 replies
    • 1.1k views

  13. HCE's - Different Plan Year Ends in Controlled Group

    By austin3515,
    • 9 replies
    • 1.4k views

  14. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru,
    • 5 replies
    • 897 views

  15. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 856 views

  16. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 1.3k views

  17. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1.4k views

  18. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath,
    • 3 replies
    • 834 views

  19. EACA - Increase Default Percentage

    By Gilmore,
    • 6 replies
    • 3k views

  20. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 866 views

  21. In-service withdrawal for short-term disability

    By cwallace,
    • 3 replies
    • 3.4k views

  22. Coverage Testing

    By Catch22PGM,   
    • 2 replies
    • 1.1k views

  23. Postponement of 402(g) corrective distributions

    By buckaroo,
    • 1 reply
    • 1k views

  24. Coverage testing with union employees

    By hnh93,   
    • 1 reply
    • 1.4k views

  25. Reasonable timing to implement salary deferral election changes?

    By kmhaab,
    • 1 reply
    • 1.4k views

  26. UBTI on qualified plan asset

    By KevinMc,
    • 5 replies
    • 3.2k views

  27. Payroll overpayment

    By reader,
    • 9 replies
    • 2.9k views
    • Bri
    • Bri

  28. Owner only Sole Proprietor DB plan

    By DDB BN,
    • 4 replies
    • 1.6k views

  29. Affiliated Service Group?

    By Jason Grant,
    • 9 replies
    • 1.7k views

  30. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 2.2k views

  31. Taxes and Roth 401k Contributions

    By Zooey72,
    • 7 replies
    • 2.4k views

  32. 20% Withholding not paid until following plan year

    By SSRRS,
    • 11 replies
    • 2.4k views

  33. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 729 views

  34. 410(b)(6)(C) transition relief

    By cpc0506,
    • 3 replies
    • 1.5k views

  35. Role of TPA as party to trust agreement

    By Luke Bailey,
    • 3 replies
    • 2.2k views

  36. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 2.2k views

  37. S corps, General Partnerships, and 401(k) Withholding

    By Chris123,
    • 13 replies
    • 11k views

  38. Unused vacation pay--that's all

    By J Simmons,
    • 1 reply
    • 2.1k views

  39. short plan year

    By Robin Wilson,
    • 3 replies
    • 1.1k views

  40. allocate loan interest in pooled 401(k) plan

    By M Norton,
    • 5 replies
    • 1.5k views

  41. Write-up on Roth 1099-R Codes?

    By austin3515,
    • 13 replies
    • 3.9k views

  42. Pre-approved plan retroactive effective date

    By EmpbAF,
    • 1 reply
    • 1.5k views

  43. Deferral deposits made late for a plan covering owners and children

    By Jakyasar,
    • 6 replies
    • 1.1k views

  44. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 795 views

  45. eligibility, 1000 hrs reached but DOT<21

    By TPApril,
    • 5 replies
    • 1.3k views

  46. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR,   
    • 18 replies
    • 2.9k views

  47. IRC 410(b)

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  48. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 727 views

  49. Excess Employer Contribution - Solo 401k

    By H2202,
    • 8 replies
    • 2.7k views

  50. ADP rate testing net comp

    By legort69,
    • 12 replies
    • 1.8k views
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