401(k) Plans

17,698 topics in this forum

1. Unbeknownst SEP-IRA by affiliated service group member

   By J Simmons, December 30, 2021
   • 5 replies
   • 826 views
   • 
   • shERPA
   • January 6

2. Form 5500 Required if New Plan Has No Participants and No Assets Yet?

   By kmhaab, 8 hours ago
   • 3 replies
   • 26 views
   • 
   • Peter Gulia
   • 2 hours ago

3. PS Sharing vs CODA

   By justatester, Monday at 03:47 PM
   • 3 replies
   • 73 views
   • 
   • justatester
   • 5 hours ago

4. Working with Nationwide

   By drakecohen, Friday at 03:45 PM
   • 4 replies
   • 140 views
   • 
   • hr for me
   • 7 hours ago

5. Failed ADP Test Without Correction

   By metsfan026, Saturday at 03:12 AM
   • 8 replies
   • 160 views
   • 
   • Nate S
   • 8 hours ago

6. Attribution for Discrimination Testing

   By metsfan026, September 21
   • 3 replies
   • 173 views
   • 
   • 401kology
   • 10 hours ago

7. New Safe Harbor Plan by 10/1 & notice requirement

   By TPApril, Friday at 03:37 AM
   • 7 replies
   • 190 views
   • 
   • C. B. Zeller
   • Monday at 02:09 PM

8. Active Employees Not Contributing

   By khn, Thursday at 11:13 AM
   • 6 replies
   • 250 views
   • 
   • Roycal
   • Saturday at 02:34 AM

9. State Unemployment Inquiries

   By jharcombe, September 21
   • 6 replies
   • 205 views
   • 
   • EPCRSGuru
   • Friday at 08:35 PM

10. Fees on 5500-SF Lines 10e and 8f - Shady business practice

    By justanotheradmin, September 19
    • 11 replies
    • 377 views
    • 
    • Nate S
    • Thursday at 09:36 PM

11. Construction company, employees terminating then coming back.

    By Basically, September 20
    • 1 reply
    • 128 views
    • 
    • QDROphile
    • September 20

12. Multiemployer ADP Testing

    By LarryDavid, September 14
    • 1 reply
    • 144 views
    • 
    • Luke Bailey
    • September 19

13. Net Unrealized Appreciation (partial rollover)

    By Dobber, September 15
    • 2 replies
    • 111 views
    • 
    • Cardscrazy
    • September 19

14. Solo 401k 5500-EZ filed through IRS relief program still subject to DOL penalties?

    By ChevChase, September 18
    • 2 replies
    • 214 views
    • 
    • ChevChase
    • September 19

15. 415 Compensation / HCE Determination

    By austin3515, September 15
    • 3 replies
    • 124 views
    • 
    • austin3515
    • September 19

16. Switching From Form 5500-SF to Form 5500-EZ

    By metsfan026, September 16
    • 10 replies
    • 220 views
    • 
    • metsfan026
    • September 17

17. Contribution up to 100 % of comp?

    By SSRRS, September 13
    • 8 replies
    • 191 views
    • 
    • Lou S.
    • September 16

18. Refinancing Participant Loans

    By Cobras59, September 14
    • 1 reply
    • 176 views
    • 
    • Gilmore
    • September 15

19. ROBS plan - what is different?

    By R. Scott, April 13
    • 10 replies
    • 418 views
    • 
    • QDROphile
    • September 15

20. Controlled Group - Husband & Wife

    By metsfan026, September 15
    • 3 replies
    • 236 views
    • 
    • Bill Presson
    • September 15

21. 402(g) or Excess 415 question on takeover document

    By Bob Demontigny, September 14
    • 3 replies
    • 111 views
    • 
    • Nate S
    • September 15

22. Partic elected Roth, company did pre tax--fix?

    By BG5150, August 10
    • 10 replies
    • 376 views
    • 
    • Nate S
    • September 15

23. 200% of 6% safe harbor match

    By austin3515, September 12
    • 12 replies
    • 284 views
    • 
    • austin3515
    • September 14

24. Add Profit Sharing to Existing 401(k) Plan with SECURE Act Retroactive Amendment

    By RPP2001, September 12
    • 12 replies
    • 258 views
    • 
    • Bill Presson
    • September 14

25. 1-person (+spouse) plan exceptions

    By TPApril, September 14
    • 2 replies
    • 147 views
    • 
    • Bird
    • September 14