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401(k) Plans

19,516 topics in this forum

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

    By Sammiemor,
    • 4 replies
    • 1k views
    • DJL
    • DJL

  2. Successor plan - when can new plan start?

    By jmartin,
    • 2 replies
    • 1.1k views
    • Bri
    • Bri

  3. Waiving a death benefit

    By austin3515,
    • 5 replies
    • 2.5k views

  4. Stale dated checks - Form 5500

    By EMoney,
    • 15 replies
    • 2.6k views

  5. Beneficiary is also a participant in the same plan

    By austin3515,
    • 5 replies
    • 3.2k views
    • AJC
    • AJC

  6. Profit Sharing to encourage more participation?

    By Gilmore,
    • 8 replies
    • 1.7k views

  7. Start Up 3% Nonelective Safe Harbor

    By Gilmore,
    • 11 replies
    • 2.7k views

  8. Error Found by Auditor

    By khn,
    • 5 replies
    • 1.4k views
    • khn
    • khn

  9. Switch from Single Employer to One Participant Plan

    By 401kSteve,
    • 4 replies
    • 1k views

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

    By ufo9,
    • 8 replies
    • 37.2k views

  11. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna,   
    • 14 replies
    • 3.3k views
    • Bird
    • Bird

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

    By Hayden Taylor,
    • 2 replies
    • 1.2k views

  13. True Up Contribution

    By 52626,
    • 2 replies
    • 1.3k views

  14. Safe Harbor Match but no 401k deferred

    By Becky Schwing,
    • 3 replies
    • 922 views

  15. Affiliated Service Groups - Current IRS Guidance??

    By kmhaab,
    • 3 replies
    • 869 views

  16. SECURE Act - Part-time employees and vesting

    By Lisa2005,
    • 16 replies
    • 2.4k views

  17. Dumb question about top-heavy

    By thepensionmaven,
    • 4 replies
    • 1k views

  18. Participating Employers, employees and deferrals

    By Pammie57,
    • 2 replies
    • 849 views

  19. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC,
    • 8 replies
    • 2.1k views

  20. controlled group

    By Lou81,   
    • 5 replies
    • 1.1k views

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

    By Molgilny89,
    • 1 reply
    • 1k views

  22. Fixed Match-Amendment to remove

    By justatester,
    • 8 replies
    • 2.4k views

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

    By Pammie57,
    • 1 reply
    • 933 views

  24. 402(g) Violation?

    By Joe L,   
    • 1 reply
    • 992 views

  25. Key employee determination in a short plan year

    By SW77,
    • 0 replies
    • 664 views

  26. removal of participating employer who is no longer related

    By WCC,
    • 3 replies
    • 2k views

  27. Adding Managed Accounts to Plan

    By khn,
    • 4 replies
    • 948 views

  28. No social security number

    By 30Rock,
    • 4 replies
    • 3.2k views

  29. Payback Loan After Default - after 1099R issued

    By Sophia Wang,
    • 25 replies
    • 17k views

  30. ADP/ACP Test Improved By Corrected Data

    By Below Ground,   
    • 2 replies
    • 1k views

  31. Start-up Credit SECURE

    By austin3515,
    • 5 replies
    • 990 views

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

    By AlohaGuy,   
    • 4 replies
    • 1.8k views

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

    By Gilmore,
    • 1 reply
    • 768 views

  34. Related Employer compensation

    By AKconsult,
    • 1 reply
    • 963 views

  35. Sole Prop defers on draw, then has zero Sch. C income

    By Belgarath,
    • 12 replies
    • 2k views

  36. Short plan year, what hours to prorate?

    By BG5150,
    • 7 replies
    • 2k views

  37. MEPS/PEPS

    By austin3515,
    • 21 replies
    • 3.2k views

  38. 2 Schedule C's - Can you have 2 Plans?

    By JMP,
    • 3 replies
    • 1.2k views

  39. Eligibility requirements for 401k

    By Pammie57,
    • 8 replies
    • 1.8k views

  40. Mid year change to Safe Harbor matching plan - with a twist

    By Belgarath,
    • 1 reply
    • 1.6k views

  41. Excluding Phantom Stock Distributions

    By Below Ground,
    • 7 replies
    • 3.7k views

  42. SHNE suspend and then reinstate in same plan year

    By DJL,
    • 3 replies
    • 1.4k views
    • DJL
    • DJL

  43. Deferrals withheld between MEP and Single Employer Plan

    By Purplemandinga,
    • 5 replies
    • 1.2k views

  44. Roth Deducted from Gross or Net Pretax

    By legort69,
    • 2 replies
    • 909 views

  45. Eligibility Covid Furlough

    By PFranckowiak,
    • 1 reply
    • 953 views

  46. Comp exclusions in a match a BRF issue?

    By austin3515,
    • 4 replies
    • 844 views

  47. Life Insurance in 401k Plan

    By Ahuntingus,
    • 1 reply
    • 938 views

  48. Tax withhholding versus 401k deferral on irregular pay

    By Pammie57,
    • 1 reply
    • 749 views

  49. Normal retirement age and vesting

    By Pammie57,
    • 4 replies
    • 1.8k views

  50. Employer match from multiple employers

    By AKconsult,
    • 1 reply
    • 1.5k views
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