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401(k) Plans

19,321 topics in this forum

  1. Carry over 401k to new company

    By JohnS,
    • 5 replies
    • 913 views

  2. Safe Harbor 401(k) Plan Change

    By hsctpa,
    • 5 replies
    • 1.4k views

  3. Form 5330 - Paid Preparer? PTIN?

    By ldr,   
    • 9 replies
    • 1.8k views
    • ldr
    • ldr

  4. ADP Compensation

    By Christopher Wilson,
    • 5 replies
    • 1.7k views

  5. Family Attribution rules for Trust Beneficiary

    By NW529,   
    • 1 reply
    • 860 views

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

    By M Norton,   
    • 8 replies
    • 1.8k views

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

    By EM,   
    • 3 replies
    • 1.8k views

  8. Who can sign 401(k) documents?

    By Zach Hertz,
    • 2 replies
    • 729 views

  9. Not a Controlled Group When ER Thought it Was

    By Benefits Vet,
    • 6 replies
    • 1.2k views

  10. Benchmarking Service Providers

    By khn,
    • 2 replies
    • 729 views

  11. Maximum contribution at15K

    By JohnLong,
    • 8 replies
    • 1.4k views

  12. Catch up in excess of 100% of compensation

    By Jakyasar,
    • 19 replies
    • 3.7k views

  13. Top Heavy First year plan - Accrued Employer contributions

    By NW529,   
    • 5 replies
    • 1.4k views

  14. Payroll Company stopped Deferrals

    By msmith,
    • 0 replies
    • 457 views

  15. SECURE Retro SE 401k for 2020

    By Flyboyjohn,
    • 5 replies
    • 1.5k views

  16. SECURE ACT Non-elective contribution notice

    By imchipbrown,
    • 4 replies
    • 1.4k views

  17. Life Insurance Policies

    By Logan401,
    • 6 replies
    • 1.1k views

  18. Stat EE and gateway min

    By buckaroo,
    • 0 replies
    • 563 views

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

    By Terry Power,
    • 1 reply
    • 627 views

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

    By BG5150,
    • 11 replies
    • 1.5k views

  21. Ineligible Employees allowed to Defer

    By 52626,
    • 1 reply
    • 606 views

  22. 1099 income

    By Chippy,
    • 11 replies
    • 2.8k views

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

    By PGWilliams,
    • 3 replies
    • 845 views

  24. Increase 401(k) Eligibility

    By Nate X,
    • 9 replies
    • 2k views

  25. Catch ups, 415, and Off Calendar

    By Gilmore,
    • 2 replies
    • 1.1k views

  26. Employer incorrectly capped my contributions

    By HL,
    • 3 replies
    • 708 views

  27. Failure to Withhold Deferrals from Bonuses

    By cheersmate,   
    • 2 replies
    • 786 views

  28. Missed Deferral Opportunity

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

  29. Auto enroll at rate < full match rate?

    By TPApril,
    • 2 replies
    • 830 views

  30. Late Deposits MEP

    By ATM,
    • 3 replies
    • 485 views

  31. EE in plan out of country

    By Becky Schwing,
    • 3 replies
    • 560 views

  32. Individual 401(k) with Household Employee

    By Tina77,
    • 2 replies
    • 2.5k views

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

    By MidWestTPA,
    • 1 reply
    • 484 views

  34. Partial plan term for participating ER?

    By justanotheradmin,
    • 13 replies
    • 3.2k views

  35. Changing Retirement Plan to a Safe Harbor Plan

    By bpenfold,   
    • 17 replies
    • 2.4k views

  36. unpaid invoices on service termination

    By AdKu,
    • 3 replies
    • 667 views

  37. 1 payroll missed deferral deductions for all

    By doombuggy,
    • 3 replies
    • 1.2k views

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

    By Brandon1997,
    • 2 replies
    • 686 views

  39. 4% minimum deferral rate

    By justanotheradmin,
    • 7 replies
    • 1.1k views

  40. Participant Loan w/ Wrong Interest Rate

    By austin3515,
    • 12 replies
    • 2k views

  41. Safe Harbor Match suspended

    By ratherbereading,   
    • 2 replies
    • 888 views

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

    By Sofinka,
    • 8 replies
    • 2.9k views

  43. Controlled group coverage testing

    By Cheryl S,
    • 6 replies
    • 3.7k views

  44. Employer Match

    By lisan1025,
    • 2 replies
    • 553 views

  45. Loan Default timing of updating accounts

    By legort69,
    • 1 reply
    • 433 views

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

    By DDB BN,
    • 6 replies
    • 1.1k views

  47. Who Is Required To File Form 5500?

    By Stash026,
    • 10 replies
    • 1.9k views

  48. VFCP Filing Question

    By austin3515,
    • 4 replies
    • 588 views

  49. can we create a plan for 3 partners in 2019

    By thepensionmaven,
    • 8 replies
    • 839 views

  50. After-tax

    By cdavis25,
    • 5 replies
    • 1.4k views
    • IHC
    • IHC
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