401(k) Plans

19,499 topics in this forum

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

   By austin3515, January 23, 2018
   • 13 replies
   • 4k views
   • 
   • AlbanyConsultant
   • March 19, 2021

2. Pre-approved plan retroactive effective date

   By EmpbAF, March 18, 2021
   • 1 reply
   • 1.5k views
   • 
   • Bird
   • March 19, 2021

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

   By Jakyasar, March 17, 2021
   • 6 replies
   • 1.2k views
   • 
   • Jakyasar
   • March 18, 2021

4. ADP Refund incorrect check amount

   By karl, March 17, 2021
   • 1 reply
   • 860 views
   • 
   • BG5150
   • March 18, 2021

5. eligibility, 1000 hrs reached but DOT<21

   By TPApril, March 18, 2021
   • 5 replies
   • 1.4k views
   • 
   • BG5150
   • March 18, 2021

6. New Comparability Profit Sharing - Selective 'Groups'

   By thatguyfromHR, March 17, 2021   

   • new comparability
   • profit sharing
   • (and 3 more)

     Tagged with:

     • new comparability
     • profit sharing
     • profit-sharing
     • nhce
     • hce
   • 18 replies
   • 3.1k views
   • 
   • BG5150
   • March 18, 2021

7. IRC 410(b)

   By Purplemandinga, March 17, 2021
   • 4 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 17, 2021

8. Reporting excess deferrals

   By TPApril, March 17, 2021
   • 1 reply
   • 788 views
   • 
   • Lou S.
   • March 17, 2021

9. Excess Employer Contribution - Solo 401k

   By H2202, March 16, 2021
   • 8 replies
   • 2.8k views
   • 
   • Mike Preston
   • March 17, 2021

10. ADP rate testing net comp

    By legort69, March 13, 2021
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 17, 2021

11. Time to update NRA?

    By Riley Britton, March 14, 2021
    • 12 replies
    • 2.4k views
    • 
    • Bird
    • March 17, 2021

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

    By J295, March 15, 2021
    • 3 replies
    • 1.9k views
    • 
    • TPApril
    • March 17, 2021

13. 401K deduction discrepancies

    By jmbaughm, March 16, 2021   

    • 401k
    • deductions
    • (and 2 more)

      Tagged with:

      • 401k
      • deductions
      • pre-tax
      • tips
    • 2 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 16, 2021

14. Former Key in top heavy test

    By doombuggy, May 26, 2016   

    • key employee
    • former key employee
    • (and 1 more)

      Tagged with:

      • key employee
      • former key employee
      • top heavy test
    • 11 replies
    • 9.7k views
    • 
    • LKSmoke
    • March 15, 2021

15. Correcting Failed 401(m) Ratio % Test

    By Catch22PGM, March 13, 2021   

    • coverage test
    • ratio percent test
    • 4 replies
    • 1.5k views
    • 
    • Catch22PGM
    • March 14, 2021

16. 401k Controlled Group - One company has no plan

    By tcmc, March 11, 2021
    • 4 replies
    • 1.6k views
    • 
    • Bri
    • March 12, 2021

17. IRA Rollover

    By PS, March 11, 2021
    • 5 replies
    • 1k views
    • 
    • Lou S.
    • March 12, 2021

18. Compensation Definition

    By Stash026, March 11, 2021
    • 3 replies
    • 1.2k views
    • 
    • justanotheradmin
    • March 11, 2021

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

    By TPApril, March 10, 2021
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • March 11, 2021

20. Compensation Limitation Election Available to Certain Participants

    By SSRRS, March 4, 2021
    • 21 replies
    • 2.1k views
    • 
    • Belgarath
    • March 11, 2021

21. ADP Refund of Roth funds

    By BG5150, March 10, 2021
    • 2 replies
    • 2.6k views
    • 
    • BG5150
    • March 10, 2021

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

    By cheersmate, March 3, 2021
    • 2 replies
    • 1.2k views
    • 
    • cheersmate
    • March 10, 2021

23. Any limits on auto enrollment/auto increase?

    By Carol V. Calhoun, March 10, 2021
    • 4 replies
    • 2.8k views
    • 
    • BG5150
    • March 10, 2021

24. Two commingled plans in one trust fund?

    By ldr, March 8, 2021
    • 8 replies
    • 1.7k views
    • 
    • ldr
    • March 10, 2021

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

    By AlbanyConsultant, March 9, 2021
    • 4 replies
    • 1.5k views
    • 
    • AlbanyConsultant
    • March 10, 2021

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

    By Chris123, March 9, 2021
    • 0 replies
    • 656 views
    • 
    • Chris123
    • March 9, 2021

27. 410b testing

    By Chippy, March 9, 2021
    • 2 replies
    • 927 views
    • 
    • Lou S.
    • March 9, 2021

28. Reporting loss on corrective distribution of excess deferral

    By Sir LB, February 18, 2016   

    • excess deferral
    • 3 replies
    • 6.2k views
    • 
    • TPApril
    • March 9, 2021

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

    By austin3515, March 8, 2021
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • March 9, 2021

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

    By D.J. Simonetti, March 6, 2021
    • 4 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 9, 2021

31. ACP Test Refunds

    By ratherbereading, March 8, 2021   

    • acp
    • earnings
    • (and 1 more)

      Tagged with:

      • acp
      • earnings
      • refunds
    • 2 replies
    • 1k views
    • 
    • ratherbereading
    • March 9, 2021

32. Aggregation for ACP Only

    By BTG, March 8, 2021
    • 0 replies
    • 610 views
    • 
    • BTG
    • March 8, 2021

33. Late correction of ADP deferral failure

    By Belgarath, March 4, 2021
    • 7 replies
    • 1.3k views
    • 
    • Belgarath
    • March 8, 2021

34. Loan rollover to IRA

    By PS, March 4, 2021
    • 5 replies
    • 4.2k views
    • 
    • Pam Shoup
    • March 5, 2021

35. $0 Compensation Participant in the ADP/ACP Test and Form 5500 Participant Count

    By Vlad401k, March 5, 2021
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 5, 2021

36. Plan Document Question

    By khn, March 3, 2021
    • 19 replies
    • 3.6k views
    • 
    • Elizabeth G
    • March 5, 2021

37. CARES Act - Non-Cash Bonus

    By glhotdog, March 4, 2021
    • 1 reply
    • 758 views
    • 
    • CuseFan
    • March 5, 2021

38. What Form to use for 2020 SF or EZ

    By DPSRich, March 4, 2021
    • 3 replies
    • 910 views
    • 
    • Bird
    • March 4, 2021

39. Top heavy plan, match with allocation requirements

    By RCK13, March 4, 2021   

    • top heavy
    • top heavy issue
    • (and 3 more)

      Tagged with:

      • top heavy
      • top heavy issue
      • top heavy test
      • match
      • allocation requirements
    • 4 replies
    • 1.5k views
    • 
    • RCK13
    • March 4, 2021

40. SAR

    By PS, February 5, 2021
    • 8 replies
    • 1.5k views
    • 
    • PS
    • March 4, 2021

41. 2021 distribution under 2020 CRD rules??

    By WCC, March 2, 2021
    • 3 replies
    • 3.7k views
    • 
    • Luke Bailey
    • March 3, 2021

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

    By austin3515, March 3, 2021
    • 10 replies
    • 5.7k views
    • 
    • Luke Bailey
    • March 3, 2021

43. 410b failsafe - opinion on "greatest amount of service"

    By mattmc82, March 1, 2021
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • March 3, 2021

44. Safe Harbor Match miscalculated by payroll provider

    By Pammie57, March 2, 2021
    • 2 replies
    • 1k views
    • 
    • Luke Bailey
    • March 3, 2021

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

    By waid10, February 26, 2021
    • 3 replies
    • 1.4k views
    • 
    • JonC
    • March 2, 2021

46. Employee Fund Allocations

    By coleboy, March 1, 2021
    • 3 replies
    • 874 views
    • 
    • EPCRSGuru
    • March 2, 2021

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

    By 401kSteve, March 1, 2021
    • 0 replies
    • 965 views
    • 
    • 401kSteve
    • March 1, 2021

48. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore, February 25, 2021
    • 1 reply
    • 891 views
    • 
    • MWeddell
    • March 1, 2021

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

    By 401kSteve, February 27, 2021
    • 0 replies
    • 785 views
    • 
    • 401kSteve
    • February 27, 2021

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

    By CLE401kGuy, February 25, 2021
    • 6 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 26, 2021