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401(k) Plans

19,321 topics in this forum

  1. LLC matching contributions and 402g limit

    By legort69,   
    • 3 replies
    • 694 views

  2. Successor Plan Rules

    By sdix401k,
    • 2 replies
    • 681 views

  3. ADP Test Incorrect/ HCE Refunded Too Much

    By tpacpa,
    • 5 replies
    • 5.2k views

  4. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 4.1k views

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

    By JustMe,
    • 0 replies
    • 417 views

  6. Solo 401(k) and DB Plan

    By AndyH,
    • 22 replies
    • 2.4k views

  7. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 722 views

  8. Plan Termination and 100% vesting

    By cpc0506,
    • 5 replies
    • 2.5k views

  9. Safe Harbor plus Discretionary Match - 2019

    By ldr,   
    • 5 replies
    • 1k views
    • ldr
    • ldr

  10. Compensation and Limits for Initial Short-Plan Year

    By Danny CPA,
    • 14 replies
    • 4.3k views
    • ACK
    • ACK

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

    By JustnERPA,
    • 5 replies
    • 2.8k views

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

    By Maria Ku,
    • 1 reply
    • 451 views

  13. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 972 views

  14. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 3.9k views

  15. 401k No Notice

    By tomres,
    • 12 replies
    • 4k views

  16. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.7k views

  17. Duplicate ADP Refund

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

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

    By 401 Chaos,
    • 0 replies
    • 1.1k views

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

    By BG5150,
    • 0 replies
    • 455 views

  20. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 3.9k views

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

    By WCC,
    • 3 replies
    • 771 views

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

    By pjb1835,
    • 3 replies
    • 767 views

  23. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 692 views

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

    By Pixie,
    • 25 replies
    • 3.2k views

  25. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 6.7k views

  26. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 665 views

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

    By TPA Bob,   
    • 7 replies
    • 741 views

  28. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 429 views

  29. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 393 views

  30. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.4k views

  31. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.1k views

  32. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.5k views

  33. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2k views

  34. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 610 views
    • ldr
    • ldr

  35. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 488 views

  36. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.5k views

  37. After tax conversions to Roth

    By BW,
    • 18 replies
    • 2.8k views

  38. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 651 views

  39. Investment of Employer Contribution

    By khn,
    • 4 replies
    • 732 views
    • khn
    • khn

  40. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 545 views

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

    By 401king,
    • 3 replies
    • 1k views

  42. Suspension Period under Proposed Hardship Regulations

    By Gruegen,
    • 1 reply
    • 697 views

  43. Partial Distributions No Longer Valid ?

    By KazzaDoom,   
    • 12 replies
    • 4.8k views

  44. New Company Formed - Distributional event?

    By tylerb172,
    • 1 reply
    • 393 views

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

    By Luke Bailey,   
    • 12 replies
    • 3.4k views

  46. Two matches

    By MGOAdmin,   
    • 8 replies
    • 1k views

  47. Spousal Beneficiary Requirements and Common Law Spouse?

    By cheersmate,   
    • 11 replies
    • 3k views

  48. Benefits Rights and Features

    By Purplemandinga,
    • 2 replies
    • 1.4k views

  49. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 934 views

  50. Disregarded entity compensation

    By Purplemandinga,
    • 2 replies
    • 1.2k views
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