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401(k) Plans

19,526 topics in this forum

  1. Wrong Correction Method for Excess 401(k) Deferral in 2020

    By EPCRSGuru,
    • 5 replies
    • 1.1k views

  2. Form 5500 - Deemed Distribution

    By Vlad401k,
    • 0 replies
    • 1.1k views

  3. QDRO - alt payee's attorney questioning valuation

    By JARichardson,
    • 12 replies
    • 1.6k views

  4. Using forfeitures to help fund safe harbor contribution

    By Pammie57,
    • 3 replies
    • 1.5k views

  5. Sole prop deferrals plus catch-up exceeds limits

    By Belgarath,
    • 3 replies
    • 1k views

  6. EACA - Increase Default Percentage

    By Gilmore,
    • 6 replies
    • 3.3k views

  7. 403(b) Plan Amendment

    By Barbara,
    • 3 replies
    • 1.1k views

  8. In-service withdrawal for short-term disability

    By cwallace,
    • 3 replies
    • 3.6k views

  9. Coverage Testing

    By Catch22PGM,   
    • 2 replies
    • 1.2k views

  10. Postponement of 402(g) corrective distributions

    By buckaroo,
    • 1 reply
    • 1.3k views

  11. Coverage testing with union employees

    By hnh93,   
    • 1 reply
    • 1.6k views

  12. Reasonable timing to implement salary deferral election changes?

    By kmhaab,
    • 1 reply
    • 1.6k views

  13. UBTI on qualified plan asset

    By KevinMc,
    • 5 replies
    • 3.6k views

  14. Payroll overpayment

    By reader,
    • 9 replies
    • 3.4k views
    • Bri
    • Bri

  15. Owner only Sole Proprietor DB plan

    By DDB BN,
    • 4 replies
    • 1.8k views

  16. Affiliated Service Group?

    By Jason Grant,
    • 9 replies
    • 2.1k views

  17. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 2.5k views

  18. Taxes and Roth 401k Contributions

    By Zooey72,
    • 7 replies
    • 2.7k views

  19. 20% Withholding not paid until following plan year

    By SSRRS,
    • 11 replies
    • 2.9k views

  20. CODE 4 ON THE 1099-R

    By SHARON M.,
    • 1 reply
    • 868 views

  21. 410(b)(6)(C) transition relief

    By cpc0506,
    • 3 replies
    • 1.9k views

  22. Role of TPA as party to trust agreement

    By Luke Bailey,
    • 3 replies
    • 2.5k views

  23. reasonable deferral deposit time

    By Jakyasar,
    • 12 replies
    • 2.5k views

  24. S corps, General Partnerships, and 401(k) Withholding

    By Chris123,
    • 13 replies
    • 11.9k views

  25. Unused vacation pay--that's all

    By J Simmons,
    • 1 reply
    • 2.3k views

  26. short plan year

    By Robin Wilson,
    • 3 replies
    • 1.3k views

  27. allocate loan interest in pooled 401(k) plan

    By M Norton,
    • 5 replies
    • 1.7k views

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

    By austin3515,
    • 13 replies
    • 4.3k views

  29. Pre-approved plan retroactive effective date

    By EmpbAF,
    • 1 reply
    • 1.6k views

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

    By Jakyasar,
    • 6 replies
    • 1.3k views

  31. ADP Refund incorrect check amount

    By karl,
    • 1 reply
    • 915 views

  32. eligibility, 1000 hrs reached but DOT<21

    By TPApril,
    • 5 replies
    • 1.5k views

  33. New Comparability Profit Sharing - Selective 'Groups'

    By thatguyfromHR,   
    • 18 replies
    • 3.5k views

  34. IRC 410(b)

    By Purplemandinga,
    • 4 replies
    • 1.5k views

  35. Reporting excess deferrals

    By TPApril,
    • 1 reply
    • 862 views

  36. Excess Employer Contribution - Solo 401k

    By H2202,
    • 8 replies
    • 3.1k views

  37. ADP rate testing net comp

    By legort69,
    • 12 replies
    • 2.1k views

  38. Time to update NRA?

    By Riley Britton,
    • 12 replies
    • 2.6k views

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

    By J295,
    • 3 replies
    • 2.1k views

  40. 401K deduction discrepancies

    By jmbaughm,   
    • 2 replies
    • 2.3k views

  41. Former Key in top heavy test

    By doombuggy,   
    • 11 replies
    • 10.1k views

  42. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM,   
    • 4 replies
    • 1.7k views

  43. 401k Controlled Group - One company has no plan

    By tcmc,
    • 4 replies
    • 1.8k views
    • Bri
    • Bri

  44. IRA Rollover

    By PS,
    • 5 replies
    • 1.2k views

  45. Compensation Definition

    By Stash026,
    • 3 replies
    • 1.3k views

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

    By TPApril,
    • 3 replies
    • 1.5k views

  47. Compensation Limitation Election Available to Certain Participants

    By SSRRS,
    • 21 replies
    • 2.6k views

  48. ADP Refund of Roth funds

    By BG5150,
    • 2 replies
    • 2.7k views

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

    By cheersmate,
    • 2 replies
    • 1.3k views

  50. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun,
    • 4 replies
    • 2.9k views
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