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401(k) Plans

19,450 topics in this forum

  1. Why not allow everyone in for elective deferrals?

    By Peter Gulia,   
    • 14 replies
    • 2.3k views

  2. RMD Fail

    By Plan Doc,
    • 6 replies
    • 1.4k views

  3. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 1.2k views

  4. Engagement Letter for 401(k) Plan Audit

    By Eric Taylor,
    • 2 replies
    • 2.2k views

  5. S-Corp Shareholder Compensation

    By ac,
    • 8 replies
    • 13.7k views

  6. Top Heavy and Safe Harbor

    By coleboy,
    • 2 replies
    • 504 views

  7. Entry Date Compensation of $0

    By Vlad401k,
    • 3 replies
    • 894 views

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

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

  9. K1 Income and Profit Share

    By Bill Henderson,
    • 8 replies
    • 2.4k views

  10. Multiple Employer Plan Spin-Off and Testing

    By constance_james,   
    • 1 reply
    • 1.2k views

  11. Mid-Year Safe Harbor Changes

    By austin3515,
    • 9 replies
    • 3.1k views

  12. Prevailing Wage Offsets and Testing

    By MICHAEL HATLEE,
    • 2 replies
    • 724 views

  13. Pooled 401k Accounts

    By JMP,
    • 4 replies
    • 1.7k views

  14. Amending today at 4% SHNEc for 2020

    By austin3515,
    • 2 replies
    • 536 views

  15. Partnership/K-1 404 deduction limit

    By ratherbereading,
    • 5 replies
    • 1.5k views

  16. Rollover of Tax-Exempt Combat Pay from TSP to 401(k)

    By ERISA guy,
    • 2 replies
    • 1.5k views

  17. Compensation Question - Part Year or Whole Year?

    By MarZDoates,
    • 2 replies
    • 703 views

  18. Disaggregated Plans Testing Method for ADP

    By Vlad401k,
    • 2 replies
    • 1.3k views

  19. Solo 401(k) - No intention of utilizing

    By MjInvestments,
    • 16 replies
    • 2.7k views

  20. Partial Plan Termination Rules

    By austin3515,
    • 25 replies
    • 5.5k views

  21. Retroactive reinstatement of Safe Harbor nonelective - 3% or 4%?

    By Belgarath,
    • 2 replies
    • 684 views

  22. 401a4 Testing Question

    By Nic Pospiech,
    • 2 replies
    • 947 views

  23. Who must receive the minimum allocation gateway?

    By stephen20,
    • 1 reply
    • 1.5k views

  24. Refund after Roth conversion

    By BG5150,
    • 1 reply
    • 660 views
    • Bri
    • Bri

  25. Missed Match more than 12 months after plan year end

    By Vlad401k,
    • 10 replies
    • 1.3k views

  26. W2 and K1 in a controlled group

    By BG5150,
    • 5 replies
    • 1.2k views

  27. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 817 views

  28. Employee bonus paid out as 401(k) SH Match

    By KdGal,
    • 2 replies
    • 1.1k views

  29. Is this a safe harbor match formula

    By Santo Gold,
    • 3 replies
    • 544 views

  30. 401(a)(17) Prorated Due to Suspended Discretionary Match?

    By QualGeek,
    • 1 reply
    • 650 views

  31. Non-Participant Loan for Property Purchase

    By Sotired,
    • 5 replies
    • 1.4k views

  32. Targeted QNEC

    By Gilmore,
    • 2 replies
    • 1.1k views

  33. HCE Determination

    By Stash026,
    • 3 replies
    • 925 views

  34. TH min

    By AdKu,
    • 8 replies
    • 1.2k views

  35. Ownership interst in sponsoring employer held in trust plan income?

    By Purplemandinga,
    • 10 replies
    • 952 views

  36. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 665 views

  37. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 984 views

  38. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 3.8k views

  39. NUA

    By Dobber,
    • 1 reply
    • 431 views

  40. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.5k views

  41. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.6k views

  42. Loan Source restrictions - time for a new recordkeeper?

    By justanotheradmin,
    • 14 replies
    • 2.7k views

  43. Paid out terminated employee due SH contribution

    By K-t-F,
    • 2 replies
    • 530 views

  44. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 578 views

  45. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.2k views

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

    By Stash026,
    • 3 replies
    • 1.3k views

  47. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 706 views

  48. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.4k views

  49. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.2k views

  50. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.5k views
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