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401(k) Plans

19,362 topics in this forum

  1. COVID Emergency Sick Leave Wages

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

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

    By 401king,
    • 1 reply
    • 469 views

  3. ACP test correction

    By SViola,
    • 3 replies
    • 813 views

  4. Retirement Allocation Condition

    By Vlad401k,
    • 7 replies
    • 2.4k views

  5. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules,
    • 3 replies
    • 1.1k views

  6. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 1.6k views

  7. safe harbor QACA Match

    By Robin Wilson,
    • 1 reply
    • 725 views

  8. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant,
    • 1 reply
    • 571 views

  9. Multiple Businesses

    By MHANSON,
    • 5 replies
    • 2.2k views

  10. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 560 views

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

    By cheersmate,   
    • 5 replies
    • 831 views

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

    By Sean Macklin,
    • 23 replies
    • 8.2k views

  13. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 532 views

  14. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney,
    • 10 replies
    • 4.5k views

  15. Compensation when deferral feature added mid-year

    By Rose,
    • 4 replies
    • 988 views

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

    By Shuo,
    • 0 replies
    • 371 views

  17. loan default

    By mehmgo,
    • 4 replies
    • 801 views

  18. Question about forced termination of 401k

    By chhejr,
    • 1 reply
    • 514 views

  19. Association MEP Eligible Employer

    By Purplemandinga,
    • 9 replies
    • 1.6k views

  20. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson,
    • 5 replies
    • 1.1k views

  21. Key Determination - Initial Plan Year

    By NW529,   
    • 2 replies
    • 1k views

  22. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 538 views

  23. Vesting Service Question

    By LostInPension,
    • 5 replies
    • 702 views

  24. Advisor Access to Participant Transactions

    By LawnBoy,
    • 5 replies
    • 735 views

  25. spinoff from open MEP

    By Robin Wilson,
    • 5 replies
    • 3k views

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

    By Gadgetfreak,
    • 7 replies
    • 1.1k views

  27. Key Determination - Officer, need advice

    By stephen20,
    • 7 replies
    • 1.4k views

  28. Waive Eligibility for New Plan

    By Benefits 101,
    • 1 reply
    • 568 views

  29. coverage test

    By mehmgo,
    • 3 replies
    • 607 views

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

    By Jeff_pg,
    • 12 replies
    • 1.4k views

  31. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak,
    • 3 replies
    • 1.5k views

  32. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 553 views

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

    By austin3515,
    • 10 replies
    • 2.2k views

  34. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 937 views

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

    By AlbanyConsultant,
    • 4 replies
    • 667 views

  36. Funding of a SH Match True Up

    By justatester,
    • 9 replies
    • 2.8k views

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

    By Malcolm,   
    • 3 replies
    • 1.6k views

  38. CG Employer never adopted the plan, but participated

    By BG5150,
    • 2 replies
    • 826 views

  39. Suspension of 401k Loan payments

    By Roger,   
    • 16 replies
    • 2.9k views

  40. Compensation

    By ABeach,
    • 2 replies
    • 881 views

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

    By s299908,   
    • 3 replies
    • 5.1k views

  42. Revoke 2021 SH Match Notice & Contribution

    By susieQ,
    • 4 replies
    • 802 views

  43. Employer With SIMPLE IRA Wants To Add New 401(k) Plan

    By mming,
    • 6 replies
    • 804 views

  44. EIN Number for Form 5500

    By Stash026,
    • 3 replies
    • 4k views

  45. Inplan Roth Rollover

    By ac,
    • 2 replies
    • 979 views

  46. Compensation after year end and testing

    By khr,
    • 1 reply
    • 494 views

  47. SH nonelective maybe

    By Bird,
    • 3 replies
    • 1.6k views

  48. Eligible to Ineligible Category During Year - Safe Harbor

    By EBECatty,
    • 2 replies
    • 832 views

  49. Top Heavy Exemption When Plan Formerly Was Not Safe Harbor

    By Jeff V,
    • 6 replies
    • 1.2k views

  50. Cycle 3 Restatements

    By Stash026,
    • 3 replies
    • 1.4k views
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