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401(k) Plans

19,382 topics in this forum

  1. Secure Act SH Nonelective - SECURE Act

    By austin3515,
    • 7 replies
    • 908 views

  2. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar,
    • 8 replies
    • 1k views

  3. 415 DC Limit for mid-yr new participant

    By TPApril,
    • 3 replies
    • 582 views

  4. SIMPLE IRA excess

    By thepensionmaven,
    • 2 replies
    • 545 views
    • Bird
    • Bird

  5. 401 (k)Plan compensation exclusions

    By alexa,
    • 0 replies
    • 969 views

  6. Controlled group of Dr.'s & Staff Plan - Dr. eligibility

    By TPApril,
    • 10 replies
    • 1.3k views

  7. Eligibility and Rehire Question

    By Bill D.,
    • 2 replies
    • 897 views

  8. Self-Employed income & contribution limits

    By TPApril,
    • 5 replies
    • 1.1k views

  9. Special Participation Date

    By RCK13,   
    • 4 replies
    • 1.2k views

  10. Owners Safe Harbor Match

    By Pammie57,
    • 4 replies
    • 622 views

  11. 401k vs. Keogh

    By jgerardy,
    • 6 replies
    • 2k views

  12. MEPs, PEPs, and exchanges

    By ESI2015,
    • 1 reply
    • 732 views
    • WCC
    • WCC

  13. COVID - Notices

    By Scuba 401,
    • 0 replies
    • 377 views

  14. Start Up Safe Harbor 3% QNEC

    By TPA Bob,   
    • 2 replies
    • 885 views

  15. Written directions for a New Comparability allocation

    By ldr,   
    • 10 replies
    • 1.5k views
    • ldr
    • ldr

  16. ADP test refund going to automatic non-deductible contribution bucket?

    By ldr,   
    • 17 replies
    • 2.1k views

  17. Controlled Group status (100% of Company A and 50% of company B)

    By Sammiemor,
    • 4 replies
    • 580 views
    • DJL
    • DJL

  18. Successor plan - when can new plan start?

    By jmartin,
    • 2 replies
    • 771 views
    • Bri
    • Bri

  19. Waiving a death benefit

    By austin3515,
    • 5 replies
    • 2k views

  20. Stale dated checks - Form 5500

    By EMoney,
    • 15 replies
    • 1.9k views

  21. Beneficiary is also a participant in the same plan

    By austin3515,
    • 5 replies
    • 2.3k views
    • AJC
    • AJC

  22. Profit Sharing to encourage more participation?

    By Gilmore,
    • 8 replies
    • 1.2k views

  23. Start Up 3% Nonelective Safe Harbor

    By Gilmore,
    • 11 replies
    • 2.1k views

  24. Error Found by Auditor

    By khn,
    • 5 replies
    • 1k views
    • khn
    • khn

  25. Switch from Single Employer to One Participant Plan

    By 401kSteve,
    • 4 replies
    • 770 views

  26. Hardship Withdrawal - Can this be done without directly involving my employer?

    By ufo9,
    • 8 replies
    • 33k views

  27. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna,   
    • 14 replies
    • 2.5k views
    • Bird
    • Bird

  28. Amending from Plan Year Match to Per Payroll Mid-Year

    By Hayden Taylor,
    • 2 replies
    • 831 views

  29. True Up Contribution

    By 52626,
    • 2 replies
    • 903 views

  30. Safe Harbor Match but no 401k deferred

    By Becky Schwing,
    • 3 replies
    • 566 views

  31. Affiliated Service Groups - Current IRS Guidance??

    By kmhaab,
    • 3 replies
    • 554 views

  32. SECURE Act - Part-time employees and vesting

    By Lisa2005,
    • 16 replies
    • 1.6k views

  33. Dumb question about top-heavy

    By thepensionmaven,
    • 4 replies
    • 585 views

  34. Participating Employers, employees and deferrals

    By Pammie57,
    • 2 replies
    • 561 views

  35. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC,
    • 8 replies
    • 1.7k views

  36. controlled group

    By Lou81,   
    • 5 replies
    • 811 views

  37. Inadvertent Error on 404(a)(5) Notice

    By Molgilny89,
    • 1 reply
    • 748 views

  38. Fixed Match-Amendment to remove

    By justatester,
    • 8 replies
    • 1.8k views

  39. Partner Deferred on Draw and has a loss for SE income

    By Pammie57,
    • 1 reply
    • 674 views

  40. 402(g) Violation?

    By Joe L,   
    • 1 reply
    • 705 views

  41. Key employee determination in a short plan year

    By SW77,
    • 0 replies
    • 443 views

  42. removal of participating employer who is no longer related

    By WCC,
    • 3 replies
    • 1.6k views

  43. Adding Managed Accounts to Plan

    By khn,
    • 4 replies
    • 579 views

  44. No social security number

    By 30Rock,
    • 4 replies
    • 2.7k views

  45. Payback Loan After Default - after 1099R issued

    By Sophia Wang,
    • 25 replies
    • 12.5k views

  46. ADP/ACP Test Improved By Corrected Data

    By Below Ground,   
    • 2 replies
    • 690 views

  47. Start-up Credit SECURE

    By austin3515,
    • 5 replies
    • 714 views

  48. Beginner Question regarding which fund to choose and why it's important?

    By AlohaGuy,   
    • 4 replies
    • 1.2k views

  49. Startup Safe Harbor Non-elective 401(k)

    By Gilmore,
    • 1 reply
    • 506 views

  50. Related Employer compensation

    By AKconsult,
    • 1 reply
    • 647 views
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