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401(k) Plans

19,450 topics in this forum

  1. plan participant paid after termination

    By M Norton,   
    • 2 replies
    • 748 views

  2. Solo 401(k) and DB Plan

    By AndyH,
    • 22 replies
    • 3k views

  3. 402g Refund and 1099R's

    By wifrbr,
    • 4 replies
    • 1.8k views

  4. Missed deferrals in final payroll of 2018

    By 30Rock,
    • 3 replies
    • 671 views

  5. New Company - short plan year

    By Gilmore,
    • 2 replies
    • 646 views

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

    By austin3515,
    • 9 replies
    • 2.2k views

  7. Rollover before eligible

    By msmith,
    • 3 replies
    • 1.6k views

  8. Plan Termination and 100% vesting

    By cpc0506,
    • 5 replies
    • 2.8k views

  9. Changing Plan Year in a Safe Harbor Plan

    By cpc0506,
    • 1 reply
    • 1.4k views

  10. Implementing Student Loan Repayment Benefit

    By Flyboyjohn,
    • 1 reply
    • 783 views

  11. ASG - Coverage Transition

    By Gilmore,
    • 2 replies
    • 627 views

  12. Amend Standard 401k with company match

    By thepensionmaven,
    • 2 replies
    • 510 views

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

    By Pixie,
    • 25 replies
    • 3.7k views

  14. 401k No Notice

    By tomres,
    • 12 replies
    • 5k views

  15. Compensation and Limits for Initial Short-Plan Year

    By Danny CPA,
    • 14 replies
    • 4.9k views
    • ACK
    • ACK

  16. LLC matching contributions and 402g limit

    By legort69,   
    • 3 replies
    • 814 views

  17. Safe Harbor plus Discretionary Match - 2019

    By ldr,   
    • 5 replies
    • 1.2k views
    • ldr
    • ldr

  18. Successor Plan Rules

    By sdix401k,
    • 2 replies
    • 774 views

  19. Public Limited Company (PLC) Taxation

    By Vlad401k,
    • 2 replies
    • 4.4k views

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

    By JustMe,
    • 0 replies
    • 481 views

  21. Roth Profit Sharing Plans?

    By DPSRich,
    • 11 replies
    • 4.4k views

  22. LATE QDIA/FEE DISCLOSURE NOTICES

    By Karoline Curran,
    • 3 replies
    • 1.9k views

  23. Exceeded 402g limit - timing of return

    By cpc0506,
    • 1 reply
    • 800 views

  24. safe harbor match plus discretionary match

    By WCC,
    • 6 replies
    • 8.9k views
    • ldr
    • ldr

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

    By JustnERPA,
    • 5 replies
    • 3.7k views

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

    By Maria Ku,
    • 1 reply
    • 548 views

  27. Crediting Service When Hiring From Temp Agency

    By cheersmate,   
    • 16 replies
    • 7.3k views

  28. Participant cashed out with incorrect vesting

    By Karoline Curran,   
    • 3 replies
    • 1.1k views

  29. In-Service Distribution - Protected Benefit

    By Vlad401k,
    • 3 replies
    • 1.8k views

  30. Hardship Withdrawal "Immediate and Heavy Financial Need"

    By kmhaab,
    • 3 replies
    • 4.7k views

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

    By WCC,
    • 3 replies
    • 929 views

  32. Duplicate ADP Refund

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

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

    By 401 Chaos,
    • 0 replies
    • 1.3k views

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

    By BG5150,
    • 0 replies
    • 527 views

  35. 415 limits and allocation to other Participants

    By TPA Bob,   
    • 5 replies
    • 805 views

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

    By pjb1835,
    • 3 replies
    • 895 views

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

    By TPA Bob,   
    • 7 replies
    • 887 views

  38. 5500-SF Line 5c - does receivable create account balance as of 12/31

    By Purplemandinga,
    • 2 replies
    • 755 views

  39. Missed Deferral and SH Match for 6 years

    By SCSFAM03,
    • 1 reply
    • 502 views

  40. Backup Trustee

    By Stash026,
    • 11 replies
    • 1.6k views

  41. Time to Declare Matching Contribution Percent

    By toolegit,
    • 1 reply
    • 478 views

  42. Remove a participating employer

    By 401Kerfuffle,
    • 2 replies
    • 2.2k views

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

    By 401king,
    • 3 replies
    • 1.2k views

  44. Child Support Arrearages From 401k, Deceased Participant

    By cwallace,
    • 3 replies
    • 2.3k views

  45. 401(a) (17) Compensation limit for off Calendar Year Plan

    By Pammie57,
    • 3 replies
    • 1.7k views

  46. Adding Safe Harbor to Existing 401(k)

    By lisabroc,
    • 6 replies
    • 1.6k views

  47. Plan design question: Limited HCE eligibility

    By Santo Gold,
    • 4 replies
    • 664 views

  48. match contribution eligibility determined quarterly?

    By Santo Gold,
    • 2 replies
    • 759 views

  49. RMD from New Plan - required or not?

    By ldr,   
    • 2 replies
    • 701 views
    • ldr
    • ldr

  50. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 570 views
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