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401(k) Plans

19,450 topics in this forum

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

    By austin3515,
    • 13 replies
    • 3.5k views

  2. Pre-approved plan retroactive effective date

    By EmpbAF,
    • 1 reply
    • 1.3k views

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

    By Jakyasar,
    • 6 replies
    • 1k views

  4. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 634 views

  5. eligibility, 1000 hrs reached but DOT<21

    By TPApril,
    • 5 replies
    • 1.2k views

  6. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR,   
    • 18 replies
    • 2.5k views

  7. IRC 410(b)

    By Purplemandinga,
    • 4 replies
    • 1.1k views

  8. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 556 views

  9. Excess Employer Contribution - Solo 401k

    By H2202,
    • 8 replies
    • 2.4k views

  10. ADP rate testing net comp

    By legort69,
    • 12 replies
    • 1.6k views

  11. Time to update NRA?

    By Riley Britton,
    • 12 replies
    • 2.1k views

  12. Excess Deferral to Solo 401k Promptly Corrected. Tax Implications?

    By J295,
    • 3 replies
    • 1.6k views

  13. 401K deduction discrepancies

    By jmbaughm,   
    • 2 replies
    • 1.9k views

  14. Former Key in top heavy test

    By doombuggy,   
    • 11 replies
    • 9.4k views

  15. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM,   
    • 4 replies
    • 1.3k views

  16. 401k Controlled Group - One company has no plan

    By tcmc,
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  17. IRA Rollover

    By PS,
    • 5 replies
    • 862 views

  18. Compensation Definition

    By Stash026,
    • 3 replies
    • 1k views

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

    By TPApril,
    • 3 replies
    • 1.1k views

  20. Compensation Limitation Election Available to Certain Participants

    By SSRRS,
    • 21 replies
    • 1.6k views

  21. ADP Refund of Roth funds

    By BG5150,
    • 2 replies
    • 2.4k views

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

    By cheersmate,
    • 2 replies
    • 1.1k views

  23. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun,
    • 4 replies
    • 2.4k views

  24. Two commingled plans in one trust fund?

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

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

    By AlbanyConsultant,
    • 4 replies
    • 1.3k views

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

    By Chris123,
    • 0 replies
    • 446 views

  27. 410b testing

    By Chippy,
    • 2 replies
    • 811 views

  28. Reporting loss on corrective distribution of excess deferral

    By Sir LB,   
    • 3 replies
    • 5.9k views

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

    By austin3515,
    • 4 replies
    • 1k views

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

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

  31. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 880 views

  32. Aggregation for ACP Only

    By BTG,
    • 0 replies
    • 387 views

  33. Late correction of ADP deferral failure

    By Belgarath,
    • 7 replies
    • 1.1k views

  34. Loan rollover to IRA

    By PS,
    • 5 replies
    • 3.9k views

  35. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 895 views

  36. Plan Document Question

    By khn,
    • 19 replies
    • 3.2k views

  37. CARES Act - Non-Cash Bonus

    By glhotdog,
    • 1 reply
    • 570 views

  38. What Form to use for 2020 SF or EZ

    By DPSRich,
    • 3 replies
    • 763 views

  39. Top heavy plan, match with allocation requirements

    By RCK13,   
    • 4 replies
    • 1.3k views

  40. SAR

    By PS,
    • 8 replies
    • 1.2k views
    • PS
    • PS

  41. 2021 distribution under 2020 CRD rules??

    By WCC,
    • 3 replies
    • 3.6k views

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

    By austin3515,
    • 10 replies
    • 5.4k views

  43. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82,
    • 5 replies
    • 1.6k views

  44. Safe Harbor Match miscalculated by payroll provider

    By Pammie57,
    • 2 replies
    • 837 views

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

    By waid10,
    • 3 replies
    • 1.2k views

  46. Employee Fund Allocations

    By coleboy,
    • 3 replies
    • 718 views

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

    By 401kSteve,
    • 0 replies
    • 746 views

  48. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 791 views

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

    By 401kSteve,
    • 0 replies
    • 581 views

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

    By CLE401kGuy,
    • 6 replies
    • 1.3k views
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