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401(k) Plans

19,526 topics in this forum

  1. Controlled group

    By Mark Miller,
    • 6 replies
    • 2.2k views

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

    By AmyETPA,
    • 3 replies
    • 1.3k views

  3. Compensation Definition for 401(k) Deferrals

    By PensionPro,
    • 5 replies
    • 2.8k views

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

    By EmpbAF,
    • 2 replies
    • 1.2k views

  5. Adding profit Sharing provisions

    By Robin Wilson,
    • 3 replies
    • 1.3k views

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

    By austin3515,
    • 8 replies
    • 2.9k views

  7. Exemption from the 10% early withdrawal penalty

    By Denise, NC CPA,
    • 2 replies
    • 2.4k views

  8. 1099-R Code for CARES Act withdrawal

    By Susan S.,
    • 16 replies
    • 6.7k views

  9. Lost Participant / Address Changes?

    By austin3515,
    • 1 reply
    • 1.1k views

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

    By TPApril,
    • 1 reply
    • 843 views

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

    By HarleyBabe,
    • 5 replies
    • 1.9k views

  12. Is there any 401k rollover service?

    By Shuo,
    • 12 replies
    • 2.3k views

  13. stock sale and transitional relief

    By AlbanyConsultant,
    • 5 replies
    • 1.5k views

  14. Converting Plan with Self-Directed Brokerage

    By khn,
    • 1 reply
    • 1.2k views

  15. Forfeiture Question

    By austinh2591,   
    • 5 replies
    • 1.7k views

  16. COVID Emergency Sick Leave Wages

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

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

    By 401king,
    • 1 reply
    • 921 views

  18. ACP test correction

    By SViola,
    • 3 replies
    • 1.2k views

  19. Retirement Allocation Condition

    By Vlad401k,
    • 7 replies
    • 3.2k views

  20. Top Heavy Calculation in Multiple Employer Plan

    By #toomanyrules,
    • 3 replies
    • 1.7k views

  21. Use of Forfeiture Assets to fund missed Discretionary Contribution

    By CurlyBert,   
    • 5 replies
    • 2.2k views

  22. safe harbor QACA Match

    By Robin Wilson,
    • 1 reply
    • 1k views

  23. not meeting eligibility due to COVID hour reduction

    By AlbanyConsultant,
    • 1 reply
    • 934 views

  24. Multiple Businesses

    By MHANSON,
    • 5 replies
    • 3.8k views

  25. Timing and funding of 'solo conversion'

    By matthny,
    • 5 replies
    • 1.1k views

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

    By cheersmate,   
    • 5 replies
    • 1.4k views

  27. Can a partner participate in the company's 401(k) plan?

    By Sean Macklin,
    • 23 replies
    • 11.2k views

  28. Distribution made in the abscense of a distributable event

    By AbsolutelyOkayPossibly,
    • 1 reply
    • 874 views

  29. 401(k) Spin-Off - Successor Plan Issues?

    By In-house Attorney,
    • 10 replies
    • 6k views

  30. Compensation when deferral feature added mid-year

    By Rose,
    • 4 replies
    • 1.7k views

  31. Looking for an advisor for my 401(k) startup

    By Shuo,
    • 0 replies
    • 673 views

  32. loan default

    By mehmgo,
    • 4 replies
    • 1.3k views

  33. Question about forced termination of 401k

    By chhejr,
    • 1 reply
    • 848 views

  34. Association MEP Eligible Employer

    By Purplemandinga,
    • 9 replies
    • 2.2k views

  35. Vesting applicable to QACA SHNE changing to traditional SHNE

    By Robin Wilson,
    • 5 replies
    • 1.6k views

  36. Key Determination - Initial Plan Year

    By NW529,   
    • 2 replies
    • 1.4k views

  37. Adding Safe Harbor mid-year

    By 401kLife,
    • 1 reply
    • 864 views

  38. Vesting Service Question

    By LostInPension,
    • 5 replies
    • 1.2k views

  39. Advisor Access to Participant Transactions

    By LawnBoy,
    • 5 replies
    • 1.4k views

  40. spinoff from open MEP

    By Robin Wilson,
    • 5 replies
    • 3.8k views

  41. Start a 401k on 12/31/20 for 2020 Year

    By Gadgetfreak,
    • 7 replies
    • 1.6k views

  42. Key Determination - Officer, need advice

    By stephen20,
    • 7 replies
    • 2.2k views

  43. Waive Eligibility for New Plan

    By Benefits 101,
    • 1 reply
    • 854 views

  44. coverage test

    By mehmgo,
    • 3 replies
    • 1.1k views

  45. Who's Responsible for Deferral Change Request Failure? Participant or the Plan Sponsor?

    By Jeff_pg,
    • 12 replies
    • 2.2k views

  46. Controlled Group/Affiliated Service Group Question

    By Gadgetfreak,
    • 3 replies
    • 2.6k views

  47. Will i have to pay the penalty?

    By Supersunny,
    • 1 reply
    • 878 views

  48. CARES Act Loans/Distributions - SMM's Needed?

    By austin3515,
    • 10 replies
    • 3k views

  49. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 1.3k views

  50. PS effect of not maxing deferral in non-calendar yr plan

    By AlbanyConsultant,
    • 4 replies
    • 1.2k views
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