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401(k) Plans

19,362 topics in this forum

  1. Amend SH Plan now to exclude class?

    By BG5150,
    • 3 replies
    • 815 views

  2. Missed sending Disclosure

    By CLE401kGuy,
    • 1 reply
    • 1.8k views

  3. TPA

    By TPAexplorer,   
    • 2 replies
    • 656 views

  4. 401K Loan Question

    By jwmc1,
    • 9 replies
    • 956 views

  5. Splitting Plans to avoid audit

    By cpc0506,
    • 14 replies
    • 3.2k views

  6. Loan Offset / Repayment Under New Rules

    By austin3515,
    • 5 replies
    • 1.3k views

  7. Amnending SH Plan AFTER SH Notice Distributed

    By austin3515,
    • 12 replies
    • 807 views

  8. Freeze a 401(k) plan

    By sb0828,   
    • 7 replies
    • 3.5k views

  9. Can an individual without an EIN set up a plan?

    By AKconsult,
    • 15 replies
    • 1.8k views

  10. Deadline for funding deferrals for owners of Sub S Corp

    By Pammie57,
    • 2 replies
    • 530 views

  11. Fee Disclosures and Corporate Fund Actions

    By pb5350,
    • 1 reply
    • 572 views

  12. plan participant paid after termination

    By M Norton,   
    • 2 replies
    • 653 views

  13. Solo 401(k) and DB Plan

    By AndyH,
    • 22 replies
    • 2.5k views

  14. 402g Refund and 1099R's

    By wifrbr,
    • 4 replies
    • 1.6k views

  15. Missed deferrals in final payroll of 2018

    By 30Rock,
    • 3 replies
    • 585 views

  16. New Company - short plan year

    By Gilmore,
    • 2 replies
    • 578 views

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

    By austin3515,
    • 9 replies
    • 1.9k views

  18. Rollover before eligible

    By msmith,
    • 3 replies
    • 1.4k views

  19. Plan Termination and 100% vesting

    By cpc0506,
    • 5 replies
    • 2.6k views

  20. Changing Plan Year in a Safe Harbor Plan

    By cpc0506,
    • 1 reply
    • 1.3k views

  21. Implementing Student Loan Repayment Benefit

    By Flyboyjohn,
    • 1 reply
    • 691 views

  22. ASG - Coverage Transition

    By Gilmore,
    • 2 replies
    • 559 views

  23. Amend Standard 401k with company match

    By thepensionmaven,
    • 2 replies
    • 434 views

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

    By Pixie,
    • 25 replies
    • 3.3k views

  25. 401k No Notice

    By tomres,
    • 12 replies
    • 4.3k views

  26. Compensation and Limits for Initial Short-Plan Year

    By Danny CPA,
    • 14 replies
    • 4.4k views
    • ACK
    • ACK

  27. LLC matching contributions and 402g limit

    By legort69,   
    • 3 replies
    • 711 views

  28. Safe Harbor plus Discretionary Match - 2019

    By ldr,   
    • 5 replies
    • 1.1k views
    • ldr
    • ldr

  29. Successor Plan Rules

    By sdix401k,
    • 2 replies
    • 700 views

  30. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 4.2k views

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

    By JustMe,
    • 0 replies
    • 430 views

  32. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 4k views

  33. LATE QDIA/FEE DISCLOSURE NOTICES

    By Karoline Curran,
    • 3 replies
    • 1.8k views

  34. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 736 views

  35. safe harbor match plus discretionary match

    By WCC,
    • 6 replies
    • 8.3k views
    • ldr
    • ldr

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

    By JustnERPA,
    • 5 replies
    • 2.9k views

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

    By Maria Ku,
    • 1 reply
    • 463 views

  38. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 6.8k views

  39. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 1k views

  40. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.7k views

  41. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 4.1k views

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

    By WCC,
    • 3 replies
    • 809 views

  43. Duplicate ADP Refund

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

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

    By 401 Chaos,
    • 0 replies
    • 1.2k views

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

    By BG5150,
    • 0 replies
    • 465 views

  46. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 709 views

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

    By pjb1835,
    • 3 replies
    • 790 views

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

    By TPA Bob,   
    • 7 replies
    • 757 views

  49. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 679 views

  50. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 441 views
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