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401(k) Plans

19,450 topics in this forum

  1. ADP Testing - Determining HCEs and NHCEs

    By waid10,
    • 7 replies
    • 1.2k views

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

    By compliancecrazy,
    • 0 replies
    • 455 views

  3. Valuation Date for 401(k) Plan

    By 401(k)athryn,
    • 7 replies
    • 2.2k views

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

    By cheersmate,   
    • 6 replies
    • 1.6k views

  5. Missed match for HCE

    By BG5150,
    • 2 replies
    • 1.2k views

  6. PLAN TERMINATION WITH LIFE INSURANCE

    By Riley Britton,
    • 10 replies
    • 1.4k views

  7. Irrevocable Waiver

    By Catch22PGM,   
    • 11 replies
    • 2.9k views

  8. Recognition of Service

    By Ahuntingus,
    • 9 replies
    • 1.7k views

  9. Compensation Limit- Contributions Post Tax

    By coleboy,
    • 7 replies
    • 2.7k views

  10. 401(k) limit between 2 Plans

    By Vlad401k,
    • 3 replies
    • 683 views

  11. ...

    By Griswold,
    • 13 replies
    • 2.2k views

  12. No Beneficiary Designation- distribute to estate

    By Kat,
    • 1 reply
    • 707 views

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

    By TPApril,
    • 1 reply
    • 757 views

  14. Account title for individual 401K plans

    By vacat,
    • 9 replies
    • 3.3k views

  15. Rules of Parity Cheat Sheet

    By austin3515,
    • 9 replies
    • 2.6k views

  16. ADP Test and Refunds

    By ratherbereading,
    • 7 replies
    • 1.8k views

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

    By Steamboat,
    • 2 replies
    • 843 views

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

    By CubsFanAZ,
    • 10 replies
    • 2.8k views

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

    By PLHart,
    • 1 reply
    • 710 views

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

    By BG5150,
    • 1 reply
    • 724 views

  21. Discovered Mistake After Rollover

    By sam248,
    • 9 replies
    • 2.2k views

  22. Controlled Group and Family Attribution

    By Tom,
    • 2 replies
    • 1.2k views

  23. Only employee with a balance, 0% vested

    By Logan401,
    • 9 replies
    • 788 views

  24. 1099-R Question

    By Stash026,
    • 5 replies
    • 1.1k views

  25. Controlled group

    By Mark Miller,
    • 6 replies
    • 1.7k views

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

    By AmyETPA,
    • 3 replies
    • 994 views

  27. Compensation Definition for 401(k) Deferrals

    By PensionPro,
    • 5 replies
    • 2.4k views

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

    By EmpbAF,
    • 2 replies
    • 833 views

  29. Adding profit Sharing provisions

    By Robin Wilson,
    • 3 replies
    • 840 views

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

    By austin3515,
    • 8 replies
    • 2.4k views

  31. Exemption from the 10% early withdrawal penalty

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

  32. 1099-R Code for CARES Act withdrawal

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

  33. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 740 views

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

    By TPApril,
    • 1 reply
    • 510 views

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

    By HarleyBabe,
    • 5 replies
    • 1.5k views

  36. Is there any 401k rollover service?

    By Shuo,
    • 12 replies
    • 1.8k views

  37. stock sale and transitional relief

    By AlbanyConsultant,
    • 5 replies
    • 934 views

  38. Converting Plan with Self-Directed Brokerage

    By khn,
    • 1 reply
    • 809 views

  39. Forfeiture Question

    By austinh2591,   
    • 5 replies
    • 1.4k views

  40. COVID Emergency Sick Leave Wages

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

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

    By 401king,
    • 1 reply
    • 556 views

  42. ACP test correction

    By SViola,
    • 3 replies
    • 911 views

  43. Retirement Allocation Condition

    By Vlad401k,
    • 7 replies
    • 2.6k views

  44. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules,
    • 3 replies
    • 1.3k views

  45. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 1.8k views

  46. safe harbor QACA Match

    By Robin Wilson,
    • 1 reply
    • 809 views

  47. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant,
    • 1 reply
    • 639 views

  48. Multiple Businesses

    By MHANSON,
    • 5 replies
    • 3k views

  49. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 651 views

  50. Can the Reallocation of Transferred DB Surplus in DCP be over and above the 25% Deduction Limitation?

    By cheersmate,   
    • 5 replies
    • 950 views
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