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401(k) Plans

19,275 topics in this forum

  1. Top-Paid Group and 410(b)(6)(C)

    By austin3515,
    • 9 replies
    • 1.8k views

  2. Rollover before eligible

    By msmith,
    • 3 replies
    • 1.4k views

  3. Changing Plan Year in a Safe Harbor Plan

    By cpc0506,
    • 1 reply
    • 1.3k views

  4. ASG - Coverage Transition

    By Gilmore,
    • 2 replies
    • 528 views

  5. LLC matching contributions and 402g limit

    By legort69,   
    • 3 replies
    • 677 views

  6. Successor Plan Rules

    By sdix401k,
    • 2 replies
    • 658 views

  7. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.1k views

  8. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 3.9k views

  9. Recapture Account Allocation Method Change - new 404a-5 disclosure?

    By JustMe,
    • 0 replies
    • 388 views

  10. Solo 401(k) and DB Plan

    By AndyH,
    • 22 replies
    • 2.3k views

  11. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 701 views

  12. Plan Termination and 100% vesting

    By cpc0506,
    • 5 replies
    • 2.5k views

  13. Safe Harbor plus Discretionary Match - 2019

    By ldr,   
    • 5 replies
    • 997 views
    • ldr
    • ldr

  14. Compensation and Limits for Initial Short-Plan Year

    By Danny CPA,
    • 14 replies
    • 4.2k views
    • ACK
    • ACK

  15. S-Corp owner-only 401(k) plan, deferral deposit deadline

    By JustnERPA,
    • 5 replies
    • 2.2k views

  16. Can 401(k) be rolled over to Roth IRA directly?

    By Maria Ku,
    • 1 reply
    • 431 views

  17. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 937 views

  18. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 3.7k views

  19. 401k No Notice

    By tomres,
    • 12 replies
    • 3.8k views

  20. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.6k views

  21. Duplicate ADP Refund

    By Loves401(k),
    • 2 replies
    • 609 views
    • Bri
    • Bri

  22. W-2 Reporting of Regular (Non-Roth) After-Tax Contributions

    By 401 Chaos,
    • 0 replies
    • 1.1k views

  23. Plan moves to MEP mid-year, one ADP test? Two?

    By BG5150,
    • 0 replies
    • 437 views

  24. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 3.7k views

  25. ADP/ACP failure late correction - 1099 year?

    By WCC,
    • 3 replies
    • 731 views

  26. Roth Rollovers but not Roth 401(k) Elective Deferrals

    By pjb1835,
    • 3 replies
    • 734 views

  27. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 675 views

  28. UNIK ower dies. Can we make a post death profit sharing contribution?

    By Pixie,
    • 25 replies
    • 3k views

  29. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 6.6k views

  30. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 637 views

  31. Adoption of Non Safe Harbor 401(k) Plan

    By TPA Bob,   
    • 7 replies
    • 716 views

  32. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 419 views

  33. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 371 views

  34. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.4k views

  35. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2k views

  36. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.5k views

  37. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 1.9k views

  38. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 583 views
    • ldr
    • ldr

  39. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 472 views

  40. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.4k views

  41. After tax conversions to Roth

    By BW,
    • 18 replies
    • 2.6k views

  42. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 629 views

  43. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 721 views
    • khn
    • khn

  44. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 529 views

  45. Credit Service for Predecessor Employer ... From Date, Through Date. Is this an option?

    By 401king,
    • 3 replies
    • 1k views

  46. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 675 views

  47. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 4.2k views

  48. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 375 views

  49. Which "plan year" do you use to determine keys for top-heavy

    By Luke Bailey,   
    • 12 replies
    • 3.2k views

  50. Two matches

    By MGOAdmin,   
    • 8 replies
    • 977 views
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