401(k) Plans

19,275 topics in this forum

1. Fund Change Notice Requirement

   By khn, April 16, 2019
   • 2 replies
   • 10.9k views
   • 
   • Peter Gulia
   • April 16, 2019

2. Participant has W2 + 1099 income; he also 'deferred' from both!

   By BG5150, April 12, 2019
   • 3 replies
   • 1.3k views
   • 
   • Appleby
   • April 15, 2019

3. ADP Test in Error

   By ConnieStorer, April 12, 2019
   • 2 replies
   • 656 views
   • 
   • ConnieStorer
   • April 12, 2019

4. Limits in Plan Termination

   By Gilmore, April 11, 2019
   • 3 replies
   • 603 views
   • 
   • Gilmore
   • April 12, 2019

5. Partnership 401(k)

   By bzorc, April 11, 2019
   • 5 replies
   • 978 views
   • 
   • Luke Bailey
   • April 11, 2019

6. after-tax employee contributions

   By Santo Gold, April 11, 2019
   • 7 replies
   • 1.8k views
   • 
   • stxman
   • April 23, 2019

7. Safe Harbor Plan with Relaxed Entry for 401k

   By CLE401kGuy, April 10, 2019
   • 4 replies
   • 583 views
   • 
   • justanotheradmin
   • April 10, 2019

8. Plan forfeiture allocated to participants as fee credit

   By legort69, April 10, 2019
   • 9 replies
   • 1.2k views
   • 
   • Luke Bailey
   • April 11, 2019

9. Impermissible Qualified Charitable Distribution from 401(k) Plan as RMD

   By PensionPro, April 9, 2019
   • 7 replies
   • 891 views
   • 
   • Peter Gulia
   • April 11, 2019

10. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.5k views
    • 
    • justanotheradmin
    • April 10, 2019

11. ADP Refunds for Partners

    By bzorc, April 9, 2019
    • 3 replies
    • 851 views
    • 
    • Luke Bailey
    • April 10, 2019

12. Amend a Final 5500-EZ?

    By cowdogman, April 9, 2019
    • 2 replies
    • 801 views
    • 
    • cowdogman
    • April 11, 2019

13. Controlled group. Husband/wife/2 children

    By thepensionmaven, April 9, 2019
    • 4 replies
    • 675 views
    • 
    • thepensionmaven
    • April 11, 2019

14. Form 5500-SF Part II Line 5(a)-(e)

    By AdKu, April 9, 2019
    • 15 replies
    • 3.5k views
    • 
    • AdKu
    • April 20, 2021

15. HCE Determination for Church Sponsored 401(k) Plan

    By AJC, April 9, 2019
    • 2 replies
    • 622 views
    • 
    • AJC
    • April 9, 2019

16. Partners in 401(k) Plan and Maximum Contribution allowed

    By Alex Daisy, April 8, 2019
    • 32 replies
    • 20.3k views
    • 
    • Luke Bailey
    • April 18, 2019

17. Otherwise Excludable EEs question

    By pholosofizer, April 8, 2019
    • 3 replies
    • 970 views
    • 
    • Tom Poje
    • April 9, 2019

18. Merged MP to PS and In-service withdrawals

    By Cobras59, April 5, 2019
    • 3 replies
    • 558 views
    • 
    • Bri
    • April 5, 2019

19. less than 1000 hour employee

    By mjf06241972, April 5, 2019
    • 6 replies
    • 1k views
    • 
    • Lou S.
    • April 5, 2019

20. Roth IRA Rollover

    By CBenefits, April 5, 2019
    • 3 replies
    • 698 views
    • 
    • Luke Bailey
    • April 5, 2019

21. Ineligible participant deferring before entry date

    By ajustice, April 4, 2019
    • 3 replies
    • 1.2k views
    • 
    • justanotheradmin
    • April 4, 2019

22. K-1 with no earnings from SE but includes W2 compensation

    By AS TPA, April 4, 2019
    • 4 replies
    • 1.5k views
    • 
    • AS TPA
    • April 4, 2019

23. ND testing - Catch up contributions

    By Tracy, April 4, 2019
    • 3 replies
    • 645 views
    • 
    • imchipbrown
    • April 5, 2019

24. Leaving A Controlled Group

    By MTWeeks, April 4, 2019   

    • controlled group
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • April 6, 2019

25. timing of deferrals for self-employed and partners

    By ldr, April 4, 2019   

    • deferrals
    • partnership income
    • (and 1 more)

      Tagged with:

      • deferrals
      • partnership income
      • self employed
    • 47 replies
    • 11.4k views
    • 
    • thepensionmaven
    • September 7, 2023

26. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.5k views
    • 
    • FPGuy
    • April 5, 2019

27. Top Heavy plan with Safe Harbor Match and New Comparability Profit Sharing

    By AS TPA, April 3, 2019
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 4, 2019

28. Safe harbor match - document silent on calculation period

    By WCC, April 3, 2019
    • 6 replies
    • 1.4k views
    • 
    • JustMe
    • July 22, 2019

29. Deferral / Safe Harbor Match on Bonuses

    By hch4cpa, April 3, 2019
    • 10 replies
    • 1.2k views
    • 
    • ratherbereading
    • April 8, 2019

30. EACA Mid-year Amendment

    By dmwe, April 3, 2019
    • 0 replies
    • 767 views
    • 
    • dmwe
    • April 3, 2019

31. Testing requirements for a controlled group with separate plans

    By Rai401k, April 2, 2019
    • 1 reply
    • 568 views
    • 
    • justanotheradmin
    • April 3, 2019

32. Controlled Group with varying Matches

    By Patricia Neal Jensen, April 2, 2019   

    • testing match
    • 2 replies
    • 495 views
    • 
    • Patricia Neal Jensen
    • April 3, 2019

33. Owner termination to obtain distribution

    By Purplemandinga, April 2, 2019
    • 12 replies
    • 1.2k views
    • 
    • jsample
    • April 2, 2019

34. SEP IRA, Simple IRA, and a potential 401(k) plan…?

    By Puffinator, April 1, 2019   

    • sep ira simple ira potential 401(k) plan
    • planning pitfalls
    • 4 replies
    • 559 views
    • 
    • Kevin C
    • April 3, 2019

35. Compensation and Safe Harbor Plan

    By mjf06241972, April 1, 2019
    • 2 replies
    • 644 views
    • 
    • Tom Poje
    • April 1, 2019

36. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.1k views
    • 
    • DABU
    • April 6, 2019

37. Affiliated Service Group and Testing

    By 52626, March 29, 2019
    • 1 reply
    • 753 views
    • 
    • C. B. Zeller
    • March 29, 2019

38. Client moved to PEO, termed prior plan, moving out of PEO starting new plan in less than 12 months

    By AlwaysLearning, March 29, 2019   

    • peo
    • 401(k)
    • 4 replies
    • 810 views
    • 
    • AlwaysLearning
    • March 29, 2019

39. Mid Year Owner exclusion from Safe Harbor Match

    By Gilmore, March 28, 2019
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • April 3, 2019

40. SH 401(k) Plan where deductions have not been submitted

    By Theresa, March 28, 2019
    • 3 replies
    • 424 views
    • 
    • 401king
    • March 29, 2019

41. EPCRS Interpretation

    By Mr Bagwell, March 28, 2019
    • 2 replies
    • 680 views
    • 
    • Mr Bagwell
    • March 29, 2019

42. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.2k views
    • 
    • chc93
    • March 29, 2019

43. SCP no existing NHCEs

    By Draper55, March 27, 2019
    • 10 replies
    • 1.7k views
    • 
    • Kevin C
    • March 28, 2019

44. Banks offering preferred commercial lending rates to plan sponsors

    By MarZDoates, March 26, 2019
    • 11 replies
    • 714 views
    • 
    • Bob the Swimmer
    • March 28, 2019

45. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2k views
    • 
    • C. B. Zeller
    • March 27, 2019

46. Two Hardships for Same Event

    By CYK0913, March 26, 2019
    • 2 replies
    • 420 views
    • 
    • rr_sphr
    • March 28, 2019

47. Underpayment Rate / DOL VFCP Calculator

    By austin3515, March 25, 2019
    • 0 replies
    • 504 views
    • 
    • austin3515
    • March 25, 2019

48. Non-Elective Deductibility Rules

    By Stash026, March 25, 2019
    • 2 replies
    • 412 views
    • 
    • Patricia Neal Jensen
    • March 26, 2019

49. Owner gives back his salary

    By ratherbereading, March 25, 2019
    • 15 replies
    • 1.5k views
    • 
    • JamesK
    • March 28, 2019

50. Failed to suspend deferrals after h'ship--now what?

    By BG5150, March 22, 2019
    • 4 replies
    • 948 views
    • 
    • Luke Bailey
    • March 26, 2019