401(k) Plans

18,568 topics in this forum

1. TIN Application and Form 945 filing Notice URGENT REQUEST TO THIS GROUP

   By CDA TPA, March 19
   • 4 replies
   • 280 views
   • 
   • CDA TPA
   • March 19

2. Early Inclusion of Otherwise Eligible Employee Failures

   By ValerieG11, March 19
   • 1 reply
   • 416 views
   • 
   • Lou S.
   • March 19

3. 401(k) is Primary Beneficiary on a whole life policy

   By JEBMRC, March 18
   • 7 replies
   • 223 views
   • 
   • JEBMRC
   • March 19

4. Death in the middle of a 401k rollover distributions

   By chris-c-thomas, March 15   

   • 401k
   • rollover
   • (and 1 more)

     Tagged with:

     • 401k
     • rollover
     • distribution
   • 1 reply
   • 247 views
   • 
   • rocknrolls2
   • March 18

5. Existing Loan & Plan Termination

   By metsfan026, March 18
   • 5 replies
   • 584 views
   • 
   • Lou S.
   • March 18

6. Converting a SIMPLE IRA to a Safe Harbor 401k (and max the owners at 415)

   By austin3515, March 18
   • 2 replies
   • 147 views
   • 
   • austin3515
   • March 18

7. ACP refund due... but this year's match not deposited yet

   By AlbanyConsultant, March 15
   • 8 replies
   • 588 views
   • 
   • Bill Presson
   • March 18

8. After tax contribution in testing.

   By swam, March 15   

   • after tax contributions
   • acp test
   • (and 1 more)

     Tagged with:

     • after tax contributions
     • acp test
     • 401(m)
   • 3 replies
   • 215 views
   • 
   • Bri
   • March 15

9. LTPT employees

   By Belgarath, March 14
   • 2 replies
   • 390 views
   • 
   • 401king
   • March 15

10. Over Contribution, Eat Up as PS Contribution

    By Basically, March 7
    • 9 replies
    • 554 views
    • 
    • Basically
    • March 14

11. New plan Tax credit

    By Tom, March 14
    • 1 reply
    • 226 views
    • 
    • Paul I
    • March 14

12. late 5500EZ relief program question

    By HarryX, March 13
    • 3 replies
    • 174 views
    • 
    • CuseFan
    • March 14

13. SH to Simple

    By Bob Demontigny, March 13
    • 2 replies
    • 173 views
    • 
    • CuseFan
    • March 14

14. ERISA Plan Expense Account

    By 401(k)athryn, December 11, 2020
    • 12 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 14

15. Loan Repayments While On Suspension

    By metsfan026, March 12
    • 2 replies
    • 206 views
    • 
    • metsfan026
    • March 14

16. Can a safe harbor plan use shifting / borrowing from ADP to pass ACP

    By oberwolfach, March 14
    • 0 replies
    • 122 views
    • 
    • oberwolfach
    • March 14

17. PEO

    By thepensionmaven, March 12
    • 2 replies
    • 237 views
    • 
    • Gadgetfreak
    • March 13

18. Deferrals > net s/e comp

    By AlbanyConsultant, March 13
    • 1 reply
    • 195 views
    • 
    • Lou S.
    • March 13

19. Short sponsor year and full plan year

    By Jakyasar, March 8
    • 8 replies
    • 343 views
    • 
    • Paul I
    • March 12

20. Processing delays with Nationwide

    By AndyH, February 27
    • 6 replies
    • 713 views
    • 
    • AndyH
    • March 11

21. SHNEC/New Comp - ppt eligibility for PS - include them in New Comp calc or not???

    By bethp38, March 7
    • 4 replies
    • 210 views
    • 
    • CuseFan
    • March 11

22. Strange question re ADP testing

    By Belgarath, March 8
    • 3 replies
    • 225 views
    • 
    • CuseFan
    • March 11

23. Super fascninating question - Owners Child is an LTPT

    By austin3515, March 6
    • 11 replies
    • 860 views
    • 
    • austin3515
    • March 8

24. Earned Income Calculation

    By 415 Limit, March 8
    • 2 replies
    • 206 views
    • 
    • 415 Limit
    • March 8

25. Secure 2.0 and ACA Question

    By Gadgetfreak, March 6
    • 4 replies
    • 441 views
    • 
    • EMoney
    • March 7