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401(k) Plans

19,275 topics in this forum

  1. Secure Act - RMD Changes - Amendment Needed?

    By Stash026,
    • 10 replies
    • 2k views

  2. Severance package to a terminated employee

    By ratherbereading,
    • 10 replies
    • 1.5k views

  3. Audited Plan (Schedule H) - Cash or Accrual Basis

    By jmartin,
    • 3 replies
    • 1.3k views

  4. Tax Credit for new plan for SECURE Act

    By mjf06241972,
    • 2 replies
    • 598 views

  5. Carry over 401k to new company

    By JohnS,
    • 5 replies
    • 884 views

  6. Safe Harbor 401(k) Plan Change

    By hsctpa,
    • 5 replies
    • 1.4k views

  7. Form 5330 - Paid Preparer? PTIN?

    By ldr,   
    • 9 replies
    • 1.7k views
    • ldr
    • ldr

  8. ADP Compensation

    By Christopher Wilson,
    • 5 replies
    • 1.5k views

  9. Family Attribution rules for Trust Beneficiary

    By NW529,   
    • 1 reply
    • 822 views

  10. Bonuses excluded from plan compensation - for 20+ years

    By M Norton,   
    • 8 replies
    • 1.8k views

  11. What are my options for a 401k loan wrongly reported as defaulted

    By EM,   
    • 3 replies
    • 1.6k views

  12. Who can sign 401(k) documents?

    By Zach Hertz,
    • 2 replies
    • 689 views

  13. Not a Controlled Group When ER Thought it Was

    By Benefits Vet,
    • 6 replies
    • 1.2k views

  14. Benchmarking Service Providers

    By khn,
    • 2 replies
    • 711 views

  15. Maximum contribution at15K

    By JohnLong,
    • 8 replies
    • 1.3k views

  16. Catch up in excess of 100% of compensation

    By Jakyasar,
    • 19 replies
    • 3.5k views

  17. Top Heavy First year plan - Accrued Employer contributions

    By NW529,   
    • 5 replies
    • 1.4k views

  18. Payroll Company stopped Deferrals

    By msmith,
    • 0 replies
    • 439 views

  19. SECURE Retro SE 401k for 2020

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  20. SECURE ACT Non-elective contribution notice

    By imchipbrown,
    • 4 replies
    • 1.4k views

  21. Life Insurance Policies

    By Logan401,
    • 6 replies
    • 1.1k views

  22. Stat EE and gateway min

    By buckaroo,
    • 0 replies
    • 543 views

  23. New Plan Tax Credit for Multiple Employer Plan Adopters?

    By Terry Power,
    • 1 reply
    • 601 views

  24. Amend SH Plan now to change PS method for '20?

    By BG5150,
    • 11 replies
    • 1.4k views

  25. Ineligible Employees allowed to Defer

    By 52626,
    • 1 reply
    • 581 views

  26. 1099 income

    By Chippy,
    • 11 replies
    • 2.6k views

  27. Discretionary deposits in 401K to make up for missed match

    By PGWilliams,
    • 3 replies
    • 810 views

  28. Increase 401(k) Eligibility

    By Nate X,
    • 9 replies
    • 1.9k views

  29. Catch ups, 415, and Off Calendar

    By Gilmore,
    • 2 replies
    • 1.1k views

  30. Employer incorrectly capped my contributions

    By HL,
    • 3 replies
    • 672 views

  31. Failure to Withhold Deferrals from Bonuses

    By cheersmate,   
    • 2 replies
    • 763 views

  32. Missed Deferral Opportunity

    By Gilmore,
    • 4 replies
    • 1.5k views
    • Bri
    • Bri

  33. Auto enroll at rate < full match rate?

    By TPApril,
    • 2 replies
    • 814 views

  34. Late Deposits MEP

    By ATM,
    • 3 replies
    • 457 views

  35. EE in plan out of country

    By Becky Schwing,
    • 3 replies
    • 543 views

  36. Individual 401(k) with Household Employee

    By Tina77,
    • 2 replies
    • 2.4k views

  37. RMD for Deceased Partic - Client can't find bene

    By MidWestTPA,
    • 1 reply
    • 467 views

  38. Partial plan term for participating ER?

    By justanotheradmin,
    • 13 replies
    • 3.1k views

  39. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold,   
    • 17 replies
    • 2.3k views

  40. unpaid invoices on service termination

    By AdKu,
    • 3 replies
    • 650 views

  41. 1 payroll missed deferral deductions for all

    By doombuggy,
    • 3 replies
    • 1.2k views

  42. SMM Required for change from Integrated to Cross-tested

    By Brandon1997,
    • 2 replies
    • 670 views

  43. 4% minimum deferral rate

    By justanotheradmin,
    • 7 replies
    • 1.1k views

  44. Participant Loan w/ Wrong Interest Rate

    By austin3515,
    • 12 replies
    • 2k views

  45. Safe Harbor Match suspended

    By ratherbereading,   
    • 2 replies
    • 859 views

  46. Suspending 401k Match mid-year - the plan has a true up provision

    By Sofinka,
    • 8 replies
    • 2.9k views

  47. Controlled group coverage testing

    By Cheryl S,
    • 6 replies
    • 3.5k views

  48. Employer Match

    By lisan1025,
    • 2 replies
    • 529 views

  49. Loan Default timing of updating accounts

    By legort69,
    • 1 reply
    • 415 views

  50. Increase 401k deferral for last 4 payrolls in Dec

    By DDB BN,
    • 6 replies
    • 1.1k views
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