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401(k) Plans

19,499 topics in this forum

  1. Participant dies with loan outstanding

    By austin3515,
    • 19 replies
    • 13.1k views

  2. Application of 402(g) Catchup for Non-Calendar Plan Years

    By KJJ-TPA,
    • 2 replies
    • 774 views

  3. Rollover later determined to be ineligible

    By Guest sheTexasHammer,
    • 20 replies
    • 12.3k views

  4. Company Merger but More Generous Match was not provided for in the Updated Plan

    By Bob the Swimmer,
    • 11 replies
    • 1.9k views

  5. Shared Employees

    By Brian Anderson,
    • 4 replies
    • 1.6k views

  6. Special HCE Elective Deferral Eligibility Requirement for Safe Harbor 401(k) Plan

    By KMMB,
    • 8 replies
    • 1.6k views

  7. Payroll based SH Match deposited late

    By BG5150,
    • 2 replies
    • 1.2k views

  8. New Comparability w/Integrated Allocation

    By Go401k,
    • 18 replies
    • 6.8k views

  9. Form 5500-SF Part II Line 5(a)-(e)

    By AdKu,
    • 15 replies
    • 4.5k views

  10. VFC - Delinquent Contributions

    By Stash026,
    • 5 replies
    • 1.4k views

  11. Tip income

    By austin3515,
    • 26 replies
    • 9.7k views

  12. Deferral Deductibility

    By Lucky32,
    • 6 replies
    • 2.4k views

  13. Interest on Late Profit Sharing Plans

    By Stash026,
    • 8 replies
    • 1.2k views

  14. Top Heavy and Safe Harbor

    By coleboy,
    • 29 replies
    • 3.4k views

  15. 45-day notice requirement for safe harbor correction

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

  16. Missed Deferral and Catchup Opportunity

    By bhodge113,
    • 4 replies
    • 2.3k views

  17. 401K institution refusing to cut two checks for pre-tax and ROTH roll-over

    By aginsber,
    • 2 replies
    • 2.6k views

  18. 8955-SSA and 'gap year' for RMD

    By AlbanyConsultant,
    • 5 replies
    • 1k views

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

    By pam@bbm,
    • 6 replies
    • 2.4k views

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

    By Molgilny89,
    • 6 replies
    • 1.5k views

  21. Change Safe Harbor Formula Mid-Year

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

  22. SEP + Profit Sharing or Cash Balance

    By Stash026,
    • 4 replies
    • 1.2k views

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

    By austin3515,
    • 9 replies
    • 1.5k views

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

    By EPCRSGuru,
    • 5 replies
    • 949 views

  25. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 915 views

  26. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 1.3k views

  27. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1.4k views

  28. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath,
    • 3 replies
    • 910 views

  29. EACA - Increase Default Percentage

    By Gilmore,
    • 6 replies
    • 3.1k views

  30. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 976 views

  31. In-service withdrawal for short-term disability

    By cwallace,
    • 3 replies
    • 3.4k views

  32. Coverage Testing

    By Catch22PGM,   
    • 2 replies
    • 1.2k views

  33. Postponement of 402(g) corrective distributions

    By buckaroo,
    • 1 reply
    • 1k views

  34. Coverage testing with union employees

    By hnh93,   
    • 1 reply
    • 1.4k views

  35. Reasonable timing to implement salary deferral election changes?

    By kmhaab,
    • 1 reply
    • 1.5k views

  36. UBTI on qualified plan asset

    By KevinMc,
    • 5 replies
    • 3.3k views

  37. Payroll overpayment

    By reader,
    • 9 replies
    • 3k views
    • Bri
    • Bri

  38. Owner only Sole Proprietor DB plan

    By DDB BN,
    • 4 replies
    • 1.7k views

  39. Affiliated Service Group?

    By Jason Grant,
    • 9 replies
    • 1.8k views

  40. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 2.3k views

  41. Taxes and Roth 401k Contributions

    By Zooey72,
    • 7 replies
    • 2.5k views

  42. 20% Withholding not paid until following plan year

    By SSRRS,
    • 11 replies
    • 2.5k views

  43. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 771 views

  44. 410(b)(6)(C) transition relief

    By cpc0506,
    • 3 replies
    • 1.5k views

  45. Role of TPA as party to trust agreement

    By Luke Bailey,
    • 3 replies
    • 2.3k views

  46. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 2.3k views

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

    By Chris123,
    • 13 replies
    • 11.2k views

  48. Unused vacation pay--that's all

    By J Simmons,
    • 1 reply
    • 2.1k views

  49. short plan year

    By Robin Wilson,
    • 3 replies
    • 1.2k views

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

    By M Norton,
    • 5 replies
    • 1.5k views
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