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401(k) Plans

19,489 topics in this forum

  1. Time to update NRA?

    By Riley Britton,
    • 12 replies
    • 2.3k views

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

    By J295,
    • 3 replies
    • 1.8k views

  3. 401K deduction discrepancies

    By jmbaughm,   
    • 2 replies
    • 2k views

  4. Former Key in top heavy test

    By doombuggy,   
    • 11 replies
    • 9.7k views

  5. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM,   
    • 4 replies
    • 1.4k views

  6. 401k Controlled Group - One company has no plan

    By tcmc,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  7. IRA Rollover

    By PS,
    • 5 replies
    • 973 views

  8. Compensation Definition

    By Stash026,
    • 3 replies
    • 1.1k views

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

    By TPApril,
    • 3 replies
    • 1.2k views

  10. Compensation Limitation Election Available to Certain Participants

    By SSRRS,
    • 21 replies
    • 1.9k views

  11. ADP Refund of Roth funds

    By BG5150,
    • 2 replies
    • 2.5k views

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

    By cheersmate,
    • 2 replies
    • 1.2k views

  13. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun,
    • 4 replies
    • 2.7k views

  14. Two commingled plans in one trust fund?

    By ldr,
    • 8 replies
    • 1.6k views
    • ldr
    • ldr

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

    By AlbanyConsultant,
    • 4 replies
    • 1.4k views

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

    By Chris123,
    • 0 replies
    • 603 views

  17. 410b testing

    By Chippy,
    • 2 replies
    • 874 views

  18. Reporting loss on corrective distribution of excess deferral

    By Sir LB,   
    • 3 replies
    • 6.1k views

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

    By austin3515,
    • 4 replies
    • 1.1k views

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

    By D.J. Simonetti,
    • 4 replies
    • 1.1k views

  21. ACP Test Refunds

    By ratherbereading,   
    • 2 replies
    • 979 views

  22. Aggregation for ACP Only

    By BTG,
    • 0 replies
    • 573 views

  23. Late correction of ADP deferral failure

    By Belgarath,
    • 7 replies
    • 1.2k views

  24. Loan rollover to IRA

    By PS,
    • 5 replies
    • 4.1k views

  25. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k,
    • 2 replies
    • 1.1k views

  26. Plan Document Question

    By khn,
    • 19 replies
    • 3.4k views

  27. CARES Act - Non-Cash Bonus

    By glhotdog,
    • 1 reply
    • 717 views

  28. What Form to use for 2020 SF or EZ

    By DPSRich,
    • 3 replies
    • 863 views

  29. Top heavy plan, match with allocation requirements

    By RCK13,   
    • 4 replies
    • 1.4k views

  30. SAR

    By PS,
    • 8 replies
    • 1.4k views
    • PS
    • PS

  31. 2021 distribution under 2020 CRD rules??

    By WCC,
    • 3 replies
    • 3.7k views

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

    By austin3515,
    • 10 replies
    • 5.6k views

  33. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82,
    • 5 replies
    • 1.8k views

  34. Safe Harbor Match miscalculated by payroll provider

    By Pammie57,
    • 2 replies
    • 951 views

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

    By waid10,
    • 3 replies
    • 1.3k views

  36. Employee Fund Allocations

    By coleboy,
    • 3 replies
    • 823 views

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

    By 401kSteve,
    • 0 replies
    • 903 views

  38. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 858 views

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

    By 401kSteve,
    • 0 replies
    • 723 views

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

    By CLE401kGuy,
    • 6 replies
    • 1.4k views

  41. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 2.6k views

  42. RMD Fail

    By Plan Doc,
    • 6 replies
    • 1.6k views

  43. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 1.3k views

  44. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor,
    • 2 replies
    • 2.4k views

  45. S-Corp Shareholder Compensation

    By ac,
    • 8 replies
    • 14k views

  46. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 628 views

  47. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 1k views

  48. Retroactive Safe Harbor for 2020, plan was already a 3% Safe Harbor

    By John Feldt ERPA CPC QPA,
    • 3 replies
    • 918 views

  49. K1 Income and Profit Share

    By Bill Henderson,
    • 8 replies
    • 2.6k views

  50. Multiple Employer Plan Spin-Off and Testing

    By constance_james,   
    • 1 reply
    • 1.6k views
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