401(k) Plans

19,526 topics in this forum

1. 415 and Self-employed

   By BG5150, March 17, 2020
   • 0 replies
   • 652 views
   • 
   • BG5150
   • March 17, 2020

2. Student Loan

   By JustMe, March 13, 2020
   • 2 replies
   • 1.1k views
   • 
   • JustMe
   • March 16, 2020

3. Employee status-terminated awaiting payment

   By Miquiztli, March 15, 2020
   • 3 replies
   • 3.8k views
   • 
   • Larry Starr
   • March 16, 2020

4. K-1 and how to calculate Earned Income

   By Guest Born2Run, July 20, 2009
   • 2 replies
   • 8.9k views
   • 
   • BG5150
   • March 16, 2020

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

   By BG5150, March 12, 2020
   • 5 replies
   • 1.5k views
   • 
   • BG5150
   • March 16, 2020

6. HCE limits

   By ratherbereading, February 19, 2020
   • 19 replies
   • 2.7k views
   • 
   • shERPA
   • March 13, 2020

7. SECURE Birth or Adoption Distribution

   By Gruegen, March 10, 2020
   • 4 replies
   • 2.1k views
   • 
   • BTG
   • March 13, 2020

8. QNEC for plan that uses prior year testing method

   By nerd-party-administrator, March 10, 2020
   • 5 replies
   • 3.5k views
   • 
   • BG5150
   • March 13, 2020

9. 401(k) / SEP

   By Stash026, March 6, 2020
   • 3 replies
   • 1.3k views
   • 
   • spiritrider
   • March 13, 2020

10. Question on safe harbor plans

    By tron, March 13, 2020
    • 1 reply
    • 1.2k views
    • 
    • C. B. Zeller
    • March 13, 2020

11. Adjust ADP Refunds for "Gap Period"

    By austin3515, March 11, 2020
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • March 13, 2020

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

    By tjw572, February 22, 2020   

    • profit sharing
    • partnership
    • 3 replies
    • 1.8k views
    • 
    • Luke Bailey
    • March 13, 2020

13. Pre-Funded Profit Sharing

    By Becky Schwing, February 20, 2020
    • 12 replies
    • 3.5k views
    • 
    • Luke Bailey
    • March 13, 2020

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

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

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

    By Logan401, March 12, 2020
    • 4 replies
    • 1.8k views
    • 
    • Bill Presson
    • March 12, 2020

16. Unterminate plan termination

    By TA, March 12, 2020
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 12, 2020

17. Terminating a PEO 401k for one adopting Er

    By austin3515, March 10, 2020
    • 4 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • March 12, 2020

18. Mid-year Safe Harbor Amendment - Compensation

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

19. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 11, 2020

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

    By selfemployedinohio, March 7, 2020
    • 10 replies
    • 3.1k views
    • 
    • spiritrider
    • March 11, 2020

21. Self Employed maximum contribution/SE tax

    By shERPA, March 10, 2020
    • 2 replies
    • 1.2k views
    • 
    • shERPA
    • March 10, 2020

22. 50% Owner lists 0 hours but compensation on census

    By jsample, March 9, 2020
    • 4 replies
    • 1.7k views
    • 
    • jsample
    • March 9, 2020

23. Solo401k and Statuatory w2 income

    By cwparsons, February 29, 2020
    • 3 replies
    • 1.1k views
    • 
    • Larry Starr
    • March 9, 2020

24. "Testing Quality Data"

    By austin3515, March 9, 2020
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 9, 2020

25. new EACA features

    By pmacduff, March 4, 2020
    • 5 replies
    • 3.3k views
    • 
    • Eve Sav
    • March 6, 2020

26. Blackout period and late deferrals

    By Pammie57, February 25, 2020
    • 14 replies
    • 6.4k views
    • 
    • Scott50
    • March 5, 2020

27. Back wages / Post Severance Comp

    By austin3515, March 5, 2020
    • 1 reply
    • 1.1k views
    • 
    • EBECatty
    • March 5, 2020

28. Hardship for eviction that has already occured

    By 30Rock, March 2, 2020
    • 2 replies
    • 1.4k views
    • 
    • Larry Starr
    • March 2, 2020

29. Update on 2020-2022 Plan Restatements

    By Pensions2020, February 26, 2020
    • 9 replies
    • 2.3k views
    • 
    • Bill Presson
    • March 1, 2020

30. March 13 or March 16 2020 ADP refund date

    By legort69, February 28, 2020
    • 3 replies
    • 1.4k views
    • 
    • Bri
    • February 29, 2020

31. Hardship Withdrawal Request under final regs

    By Pammie57, February 27, 2020
    • 5 replies
    • 1.9k views
    • 
    • Larry Starr
    • February 28, 2020

32. Roth calculation company match

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

33. Solo 401(k) Deduction

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

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

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

35. Match Question 1 - Tiered Formula

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.6k views
    • 
    • MWeddell
    • February 28, 2020

36. Ftwilliam

    By nerd-party-administrator, February 27, 2020
    • 3 replies
    • 1.1k views
    • 
    • JackS
    • February 27, 2020

37. HCE got too much match

    By Santo Gold, February 4, 2014
    • 2 replies
    • 1.4k views
    • 
    • Will.I.Am
    • February 27, 2020

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

    By M Norton, February 26, 2020
    • 5 replies
    • 2.9k views
    • 
    • justanotheradmin
    • February 27, 2020

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

    By jmartin, January 9, 2020
    • 12 replies
    • 2.9k views
    • 
    • C. B. Zeller
    • February 27, 2020

40. Safe Harbor Match True-Up

    By nerd-party-administrator, February 26, 2020
    • 2 replies
    • 1.2k views
    • 
    • nerd-party-administrator
    • February 27, 2020

41. Match Question 2 - Allocation Compensation

    By Gilmore, February 25, 2020
    • 4 replies
    • 1.5k views
    • 
    • Gilmore
    • February 27, 2020

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

    By M Norton, February 23, 2020
    • 11 replies
    • 4.3k views
    • 
    • Linda Wilkins
    • February 26, 2020

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

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

44. 409A

    By Belgarath, January 9, 2020
    • 8 replies
    • 3.6k views
    • 
    • Luke Bailey
    • February 25, 2020

45. Business Moves to Puerto Rico

    By justanotheradmin, February 12, 2020
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • February 24, 2020

46. Withholding Election on ADP Refund?

    By Gilmore, February 24, 2020
    • 1 reply
    • 2.9k views
    • 
    • Larry Starr
    • February 24, 2020

47. Permissible allocation requirement for match?

    By AKconsult, February 18, 2020
    • 5 replies
    • 1.7k views
    • 
    • AKconsult
    • February 24, 2020

48. Controlled Group and Compensation

    By Gilmore, February 12, 2020
    • 3 replies
    • 1.6k views
    • 
    • Gilmore
    • February 24, 2020

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

    By DDB BN, February 20, 2020
    • 1 reply
    • 1.1k views
    • 
    • spiritrider
    • February 21, 2020

50. EACA Tax credit from SECURE

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