401(k) Plans

19,275 topics in this forum

1. K-1 and how to calculate Earned Income

   By Guest Born2Run, July 20, 2009
   • 2 replies
   • 8.4k views
   • 
   • BG5150
   • March 16, 2020

2. Late deferrals interest for people who left a long time ago

   By BG5150, March 12, 2020
   • 5 replies
   • 797 views
   • 
   • BG5150
   • March 16, 2020

3. HCE limits

   By ratherbereading, February 19, 2020
   • 19 replies
   • 1.6k views
   • 
   • shERPA
   • March 13, 2020

4. SECURE Birth or Adoption Distribution

   By Gruegen, March 10, 2020
   • 4 replies
   • 1.3k views
   • 
   • BTG
   • March 13, 2020

5. QNEC for plan that uses prior year testing method

   By nerd-party-administrator, March 10, 2020
   • 5 replies
   • 2.7k views
   • 
   • BG5150
   • March 13, 2020

6. 401(k) / SEP

   By Stash026, March 6, 2020
   • 3 replies
   • 973 views
   • 
   • spiritrider
   • March 13, 2020

7. Question on safe harbor plans

   By tron, March 13, 2020
   • 1 reply
   • 860 views
   • 
   • C. B. Zeller
   • March 13, 2020

8. Adjust ADP Refunds for "Gap Period"

   By austin3515, March 11, 2020
   • 7 replies
   • 1.5k views
   • 
   • Mike Preston
   • March 13, 2020

9. Exclusion of Eligible Participant from PS contribution in Prior Yr

   By tjw572, February 22, 2020   

   • profit sharing
   • partnership
   • 3 replies
   • 1.3k views
   • 
   • Luke Bailey
   • March 13, 2020

10. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 2.1k views
    • 
    • Luke Bailey
    • March 13, 2020

11. Penalty for Y/E match funded after March 15 fails ACP

    By legort69, March 12, 2020
    • 1 reply
    • 464 views
    • 
    • Bri
    • March 12, 2020

12. Merge 401(k) Plan into Simple IRA Plan

    By Logan401, March 12, 2020
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • March 12, 2020

13. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 824 views
    • 
    • david rigby
    • March 12, 2020

14. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

15. Mid-year Safe Harbor Amendment - Compensation

    By WesleyT, March 11, 2020
    • 0 replies
    • 414 views
    • 
    • WesleyT
    • March 11, 2020

16. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 691 views
    • 
    • BG5150
    • March 11, 2020

17. Husband S Corporation w/ 401k - Wife Sole Proprietor -

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 1.7k views
    • 
    • spiritrider
    • March 11, 2020

18. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 679 views
    • 
    • shERPA
    • March 10, 2020

19. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1k views
    • 
    • jsample
    • March 9, 2020

20. Solo401k and Statuatory w2 income

    By cwparsons, February 29, 2020
    • 3 replies
    • 628 views
    • 
    • Larry Starr
    • March 9, 2020

21. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 749 views
    • 
    • austin3515
    • March 9, 2020

22. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 2.4k views
    • 
    • Eve Sav
    • March 6, 2020

23. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 4.4k views
    • 
    • Scott50
    • March 5, 2020

24. Back wages / Post Severance Comp

    By austin3515, March 5, 2020
    • 1 reply
    • 625 views
    • 
    • EBECatty
    • March 5, 2020

25. Hardship for eviction that has already occured

    By 30Rock, March 2, 2020
    • 2 replies
    • 953 views
    • 
    • Larry Starr
    • March 2, 2020

26. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 1.5k views
    • 
    • Bill Presson
    • March 1, 2020

27. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 945 views
    • 
    • Bri
    • February 29, 2020

28. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 28, 2020

29. Roth calculation company match

    By thepensionmaven, February 28, 2020
    • 3 replies
    • 523 views
    • 
    • Larry Starr
    • February 28, 2020

30. Solo 401(k) Deduction

    By bzorc, February 28, 2020
    • 1 reply
    • 371 views
    • 
    • AndyH
    • February 28, 2020

31. Safe Harbor 401(k) with new controlled entity

    By cathyw, February 27, 2020
    • 2 replies
    • 489 views
    • 
    • cathyw
    • February 28, 2020

32. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • February 28, 2020

33. Ftwilliam

    By nerd-party-administrator, February 27, 2020
    • 3 replies
    • 579 views
    • 
    • JackS
    • February 27, 2020

34. HCE got too much match

    By Santo Gold, February 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • Will.I.Am
    • February 27, 2020

35. SH 401(k) switch between SH NEC and SH Match

    By M Norton, February 26, 2020
    • 5 replies
    • 2.1k views
    • 
    • justanotheradmin
    • February 27, 2020

36. Deposit Match/PS early for HCE but later for NHCE

    By jmartin, January 9, 2020
    • 12 replies
    • 1.7k views
    • 
    • C. B. Zeller
    • February 27, 2020

37. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 756 views
    • 
    • nerd-party-administrator
    • February 27, 2020

38. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 990 views
    • 
    • Gilmore
    • February 27, 2020

39. when is a deferral remittance actually considered "late"

    By M Norton, February 23, 2020
    • 11 replies
    • 2.6k views
    • 
    • Linda Wilkins
    • February 26, 2020

40. One to One Correction - 401(k) Plan Uses Prior Year Method Otherwise Excludible

    By PensionPro, February 25, 2020
    • 0 replies
    • 430 views
    • 
    • PensionPro
    • February 25, 2020

41. 409A

    By Belgarath, January 9, 2020
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • February 25, 2020

42. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.2k views
    • 
    • david rigby
    • February 24, 2020

43. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2k views
    • 
    • Larry Starr
    • February 24, 2020

44. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.1k views
    • 
    • AKconsult
    • February 24, 2020

45. Controlled Group and Compensation

    By Gilmore, February 12, 2020
    • 3 replies
    • 995 views
    • 
    • Gilmore
    • February 24, 2020

46. Business pays Medicare / Supplement premium for Sub S Owner

    By DDB BN, February 20, 2020
    • 1 reply
    • 614 views
    • 
    • spiritrider
    • February 21, 2020

47. EACA Tax credit from SECURE

    By justanotheradmin, February 21, 2020
    • 0 replies
    • 461 views
    • 
    • justanotheradmin
    • February 21, 2020

48. 1099-R Death benefit Spouse

    By Bridget, February 20, 2020
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • February 21, 2020

49. ACH Contributions

    By Guest Frank Jackson, February 1, 2002
    • 7 replies
    • 9.5k views
    • 
    • Mike Preston
    • February 21, 2020

50. Davis Bacon/Prevailing Wage

    By justatester, February 19, 2020
    • 10 replies
    • 3.1k views
    • 
    • justatester
    • February 21, 2020