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401(k) Plans

19,467 topics in this forum

  1. TH min

    By AdKu,
    • 8 replies
    • 1.2k views

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

    By Purplemandinga,
    • 10 replies
    • 988 views

  3. Supplemental Safe Harbor Nonelective

    By Scuba 401,
    • 2 replies
    • 684 views

  4. Ownership and Ability to Contribute

    By coleboy,
    • 3 replies
    • 1k views

  5. Triple Stack Match

    By Catch22PGM,
    • 11 replies
    • 4k views

  6. NUA

    By Dobber,
    • 1 reply
    • 450 views

  7. Partial Termination and Plan Merger

    By CMC,
    • 5 replies
    • 1.6k views

  8. RMD under SECURE Act

    By Dobber,
    • 6 replies
    • 1.6k views

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

    By justanotheradmin,
    • 14 replies
    • 2.9k views

  10. Paid out terminated employee due SH contribution

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

  11. Eligible Designated Beneficiary

    By ALS,
    • 1 reply
    • 612 views

  12. Participant Fees based on employee classification

    By Benefits 101,
    • 2 replies
    • 1.3k views

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

    By Stash026,
    • 3 replies
    • 1.3k views

  14. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 734 views

  15. Tax Credit & EACA

    By susieQ,
    • 5 replies
    • 1.5k views

  16. 401(k) adoption, election - year confusion

    By Rachelk,
    • 3 replies
    • 1.3k views

  17. 1099-R Question for CARES Act

    By Stash026,
    • 6 replies
    • 1.6k views

  18. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.2k views

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

    By compliancecrazy,
    • 0 replies
    • 470 views

  20. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.3k views

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

    By cheersmate,   
    • 6 replies
    • 1.7k views

  22. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.3k views

  23. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.4k views

  24. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 3k views

  25. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.7k views

  26. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 2.9k views

  27. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 736 views

  28. ...

    By Griswold,
    • 13 replies
    • 2.2k views

  29. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 730 views

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

    By TPApril,
    • 1 reply
    • 787 views

  31. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 3.4k views

  32. Rules of Parity Cheat Sheet

    By austin3515,
    • 9 replies
    • 2.6k views

  33. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 1.8k views

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

    By Steamboat,
    • 2 replies
    • 877 views

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

    By CubsFanAZ,
    • 10 replies
    • 2.9k views

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

    By PLHart,
    • 1 reply
    • 740 views

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

    By BG5150,
    • 1 reply
    • 750 views

  38. Discovered Mistake After Rollover

    By sam248,
    • 9 replies
    • 2.3k views

  39. Controlled Group and Family Attribution

    By Tom,
    • 2 replies
    • 1.2k views

  40. Only employee with a balance, 0% vested

    By Logan401,
    • 9 replies
    • 840 views

  41. 1099-R Question

    By Stash026,
    • 5 replies
    • 1.2k views

  42. Controlled group

    By Mark Miller,
    • 6 replies
    • 1.8k views

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

    By AmyETPA,
    • 3 replies
    • 1k views

  44. Compensation Definition for 401(k) Deferrals

    By PensionPro,
    • 5 replies
    • 2.4k views

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

    By EmpbAF,
    • 2 replies
    • 864 views

  46. Adding profit Sharing provisions

    By Robin Wilson,
    • 3 replies
    • 875 views

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

    By austin3515,
    • 8 replies
    • 2.4k views

  48. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA,
    • 2 replies
    • 2.1k views

  49. 1099-R Code for CARES Act withdrawal

    By Susan S.,
    • 16 replies
    • 5.8k views

  50. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 771 views
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