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401(k) Plans

19,407 topics in this forum

  1. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 533 views

  2. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.1k views

  3. Converting 401(k) into 403(b)

    By Stash026,
    • 3 replies
    • 1.2k views

  4. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 669 views

  5. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.3k views

  6. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.1k views

  7. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.5k views

  8. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.1k views

  9. HCE Aggregation in both US 401(k) and Puerto Rico Plan

    By compliancecrazy,
    • 0 replies
    • 420 views

  10. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.1k views

  11. Employer Withheld Too Much 401k - correction required?

    By cheersmate,   
    • 6 replies
    • 1.5k views

  12. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.2k views

  13. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.3k views

  14. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 2.8k views

  15. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.6k views

  16. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 2k views

  17. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 629 views

  18. ...

    By Griswold,
    • 13 replies
    • 2.1k views

  19. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 668 views

  20. PPP2 2020 PS deposited in 2021 - can include?

    By TPApril,
    • 1 reply
    • 719 views

  21. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 3k views

  22. Rules of Parity Cheat Sheet

    By austin3515,
    • 9 replies
    • 2.4k views

  23. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 1.7k views

  24. Auto-escalate mid plan year tied to salary increases?

    By Steamboat,
    • 2 replies
    • 801 views

  25. Treatment/correction of excess employer contribution to profit sharing plan coordinated with DB Cash Balance Plan

    By CubsFanAZ,
    • 10 replies
    • 2.7k views

  26. IS top-heavy minimum required for this situation?

    By PLHart,
    • 1 reply
    • 657 views

  27. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150,
    • 1 reply
    • 684 views

  28. Discovered Mistake After Rollover

    By sam248,
    • 9 replies
    • 2.1k views

  29. Controlled Group and Family Attribution

    By Tom,
    • 2 replies
    • 1.2k views

  30. Only employee with a balance, 0% vested

    By Logan401,
    • 9 replies
    • 726 views

  31. 1099-R Question

    By Stash026,
    • 5 replies
    • 1k views

  32. Controlled group

    By Mark Miller,
    • 6 replies
    • 1.6k views

  33. Fixed Annuity Matures 1099R Issued to 401k Plan

    By AmyETPA,
    • 3 replies
    • 943 views

  34. Compensation Definition for 401(k) Deferrals

    By PensionPro,
    • 5 replies
    • 2.2k views

  35. Access Old IRS "Retirement News for Employers" Newsletter

    By EmpbAF,
    • 2 replies
    • 782 views

  36. Adding profit Sharing provisions

    By Robin Wilson,
    • 3 replies
    • 785 views

  37. Cross-Tested Plan w/ QNEC to Pass ADP Testing

    By austin3515,
    • 8 replies
    • 2.2k views

  38. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA,
    • 2 replies
    • 1.8k views

  39. 1099-R Code for CARES Act withdrawal

    By Susan S.,
    • 16 replies
    • 5.5k views

  40. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 691 views

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

    By TPApril,
    • 1 reply
    • 474 views

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

    By HarleyBabe,
    • 5 replies
    • 1.4k views

  43. Is there any 401k rollover service?

    By Shuo,
    • 12 replies
    • 1.7k views

  44. stock sale and transitional relief

    By AlbanyConsultant,
    • 5 replies
    • 882 views

  45. Converting Plan with Self-Directed Brokerage

    By khn,
    • 1 reply
    • 759 views

  46. Forfeiture Question

    By austinh2591,   
    • 5 replies
    • 1.3k views

  47. COVID Emergency Sick Leave Wages

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

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

    By 401king,
    • 1 reply
    • 498 views

  49. ACP test correction

    By SViola,
    • 3 replies
    • 848 views

  50. Retirement Allocation Condition

    By Vlad401k,
    • 7 replies
    • 2.5k views
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