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401(k) Plans

19,533 topics in this forum

  1. 415 limits

    By ajustice,
    • 14 replies
    • 2.1k views

  2. Required Form 5500 For Under $250,000?

    By Stash026,
    • 4 replies
    • 2.7k views

  3. Secure Act SH Nonelective - SECURE Act

    By austin3515,
    • 7 replies
    • 1.6k views

  4. 2 W-2's, 2 full deferrals in the same year

    By Jakyasar,
    • 8 replies
    • 1.5k views

  5. 415 DC Limit for mid-yr new participant

    By TPApril,
    • 3 replies
    • 941 views

  6. SIMPLE IRA excess

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

  7. 401 (k)Plan compensation exclusions

    By alexa,
    • 0 replies
    • 1.3k views

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

    By TPApril,
    • 10 replies
    • 2k views

  9. Eligibility and Rehire Question

    By Bill D.,
    • 2 replies
    • 1.3k views

  10. Self-Employed income & contribution limits

    By TPApril,
    • 5 replies
    • 1.7k views

  11. Special Participation Date

    By RCK13,   
    • 4 replies
    • 1.8k views

  12. Owners Safe Harbor Match

    By Pammie57,
    • 4 replies
    • 1k views

  13. 401k vs. Keogh

    By jgerardy,
    • 6 replies
    • 2.9k views

  14. MEPs, PEPs, and exchanges

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

  15. COVID - Notices

    By Scuba 401,
    • 0 replies
    • 605 views

  16. Start Up Safe Harbor 3% QNEC

    By TPA Bob,   
    • 2 replies
    • 1.3k views

  17. Written directions for a New Comparability allocation

    By ldr,   
    • 10 replies
    • 2.3k views
    • ldr
    • ldr

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

    By ldr,   
    • 17 replies
    • 3.1k views

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

    By Sammiemor,
    • 4 replies
    • 1.1k views
    • DJL
    • DJL

  20. Successor plan - when can new plan start?

    By jmartin,
    • 2 replies
    • 1.2k views
    • Bri
    • Bri

  21. Waiving a death benefit

    By austin3515,
    • 5 replies
    • 2.6k views

  22. Stale dated checks - Form 5500

    By EMoney,
    • 15 replies
    • 2.8k views

  23. Beneficiary is also a participant in the same plan

    By austin3515,
    • 5 replies
    • 3.4k views
    • AJC
    • AJC

  24. Profit Sharing to encourage more participation?

    By Gilmore,
    • 8 replies
    • 1.8k views

  25. Start Up 3% Nonelective Safe Harbor

    By Gilmore,
    • 11 replies
    • 2.8k views

  26. Error Found by Auditor

    By khn,
    • 5 replies
    • 1.5k views
    • khn
    • khn

  27. Switch from Single Employer to One Participant Plan

    By 401kSteve,
    • 4 replies
    • 1.1k views

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

    By ufo9,
    • 8 replies
    • 37.8k views

  29. 401(a) early withdrawal now considered an overpayment!

    By Maria Danna,   
    • 14 replies
    • 3.6k views
    • Bird
    • Bird

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

    By Hayden Taylor,
    • 2 replies
    • 1.3k views

  31. True Up Contribution

    By 52626,
    • 2 replies
    • 1.3k views

  32. Safe Harbor Match but no 401k deferred

    By Becky Schwing,
    • 3 replies
    • 1k views

  33. Affiliated Service Groups - Current IRS Guidance??

    By kmhaab,
    • 3 replies
    • 956 views

  34. SECURE Act - Part-time employees and vesting

    By Lisa2005,
    • 16 replies
    • 2.6k views

  35. Dumb question about top-heavy

    By thepensionmaven,
    • 4 replies
    • 1.2k views

  36. Participating Employers, employees and deferrals

    By Pammie57,
    • 2 replies
    • 913 views

  37. Maxing Annual Additions Plus Funding Backdoor Roth

    By AJC,
    • 8 replies
    • 2.3k views

  38. controlled group

    By Lou81,   
    • 5 replies
    • 1.2k views

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

    By Molgilny89,
    • 1 reply
    • 1.1k views

  40. Fixed Match-Amendment to remove

    By justatester,
    • 8 replies
    • 2.5k views

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

    By Pammie57,
    • 1 reply
    • 994 views

  42. 402(g) Violation?

    By Joe L,   
    • 1 reply
    • 1.1k views

  43. Key employee determination in a short plan year

    By SW77,
    • 0 replies
    • 733 views

  44. removal of participating employer who is no longer related

    By WCC,
    • 3 replies
    • 2.1k views

  45. Adding Managed Accounts to Plan

    By khn,
    • 4 replies
    • 1.1k views

  46. No social security number

    By 30Rock,
    • 4 replies
    • 3.3k views

  47. Payback Loan After Default - after 1099R issued

    By Sophia Wang,
    • 25 replies
    • 17.5k views

  48. ADP/ACP Test Improved By Corrected Data

    By Below Ground,   
    • 2 replies
    • 1.1k views

  49. Start-up Credit SECURE

    By austin3515,
    • 5 replies
    • 1.1k views

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

    By AlohaGuy,   
    • 4 replies
    • 1.9k views
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