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401(k) Plans

19,321 topics in this forum

  1. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA,
    • 2 replies
    • 1.5k views

  2. 1099-R Code for CARES Act withdrawal

    By Susan S.,
    • 16 replies
    • 5.3k views

  3. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 592 views

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

    By TPApril,
    • 1 reply
    • 430 views

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

    By HarleyBabe,
    • 5 replies
    • 1.3k views

  6. Is there any 401k rollover service?

    By Shuo,
    • 12 replies
    • 1.6k views

  7. stock sale and transitional relief

    By AlbanyConsultant,
    • 5 replies
    • 802 views

  8. Converting Plan with Self-Directed Brokerage

    By khn,
    • 1 reply
    • 623 views

  9. Forfeiture Question

    By austinh2591,   
    • 5 replies
    • 1.2k views

  10. COVID Emergency Sick Leave Wages

    By Muzukii,
    • 1 reply
    • 451 views
    • JRN
    • JRN

  11. First 5500 for 3-year old Solo 401(k). Beginning assets to report?

    By 401king,
    • 1 reply
    • 454 views

  12. ACP test correction

    By SViola,
    • 3 replies
    • 797 views

  13. Retirement Allocation Condition

    By Vlad401k,
    • 7 replies
    • 2.3k views

  14. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules,
    • 3 replies
    • 1.1k views

  15. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 1.6k views

  16. safe harbor QACA Match

    By Robin Wilson,
    • 1 reply
    • 711 views

  17. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant,
    • 1 reply
    • 559 views

  18. Multiple Businesses

    By MHANSON,
    • 5 replies
    • 2k views

  19. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 543 views

  20. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

    By cheersmate,   
    • 5 replies
    • 806 views

  21. Can a partner participate in the company's 401(k) plan?

    By Sean Macklin,
    • 23 replies
    • 7.6k views

  22. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 516 views

  23. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney,
    • 10 replies
    • 4.3k views

  24. Compensation when deferral feature added mid-year

    By Rose,
    • 4 replies
    • 931 views

  25. Looking for an advisor for my 401(k) startup

    By Shuo,
    • 0 replies
    • 352 views

  26. loan default

    By mehmgo,
    • 4 replies
    • 779 views

  27. Question about forced termination of 401k

    By chhejr,
    • 1 reply
    • 502 views

  28. Association MEP Eligible Employer

    By Purplemandinga,
    • 9 replies
    • 1.5k views

  29. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson,
    • 5 replies
    • 1k views

  30. Key Determination - Initial Plan Year

    By NW529,   
    • 2 replies
    • 1k views

  31. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 523 views

  32. Vesting Service Question

    By LostInPension,
    • 5 replies
    • 674 views

  33. Advisor Access to Participant Transactions

    By LawnBoy,
    • 5 replies
    • 714 views

  34. spinoff from open MEP

    By Robin Wilson,
    • 5 replies
    • 2.9k views

  35. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak,
    • 7 replies
    • 1.1k views

  36. Key Determination - Officer, need advice

    By stephen20,
    • 7 replies
    • 1.3k views

  37. Waive Eligibility for New Plan

    By Benefits 101,
    • 1 reply
    • 553 views

  38. coverage test

    By mehmgo,
    • 3 replies
    • 590 views

  39. Who's Responsible for Deferral Change Request Failure? Participant or the Plan Sponsor?

    By Jeff_pg,
    • 12 replies
    • 1.3k views

  40. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak,
    • 3 replies
    • 1.4k views

  41. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 538 views

  42. CARES Act Loans/Distributions - SMM's Needed?

    By austin3515,
    • 10 replies
    • 2.2k views

  43. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 921 views

  44. PS effect of not maxing deferral in non-calendar yr plan

    By AlbanyConsultant,
    • 4 replies
    • 653 views

  45. Funding of a SH Match True Up

    By justatester,
    • 9 replies
    • 2.7k views

  46. Match Question - LLC Taxed as Partnership Owned by 3 S-Corps.

    By Malcolm,   
    • 3 replies
    • 1.5k views

  47. CG Employer never adopted the plan, but participated

    By BG5150,
    • 2 replies
    • 805 views

  48. Suspension of 401k Loan payments

    By Roger,   
    • 16 replies
    • 2.9k views

  49. Compensation

    By ABeach,
    • 2 replies
    • 812 views

  50. What happens to my Non Elective Safe Harbor if I close my 401k?

    By s299908,   
    • 3 replies
    • 4.9k views
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