401(k) Plans

16,903 topics in this forum

1. Thoughts on the "missing participants" problem?

   By Shuo, November 24, 2020
   • 1 reply
   • 128 views
   • 
   • Kyle - Berwyn Group
   • November 30, 2020

2. Trustee Dies - no authorized signer

   By Ahuntingus, November 24, 2020
   • 4 replies
   • 259 views
   • 
   • Appleby
   • November 29, 2020

3. 401(k) Plan Sponsor Entity and EIN Change

   By hsctpa, November 24, 2020
   • 6 replies
   • 154 views
   • 
   • Gilmore
   • November 26, 2020

4. Change of Ownership for a Company taxed as a Partnership

   By Vlad401k, November 24, 2020
   • 1 reply
   • 114 views
   • 
   • Bird
   • November 24, 2020

5. W-2 income from employer stock buy-back

   By AndrewZ, November 20, 2020
   • 5 replies
   • 125 views
   • 
   • Luke Bailey
   • November 23, 2020

6. Any Fix Possible for Improperly Defaulted Loans after 1099-R?

   By CMC, November 21, 2020
   • 0 replies
   • 66 views
   • 
   • CMC
   • November 21, 2020

7. HCE-only Discretionary Match with NHCE-only Safe Harbor

   By Plan Doc, November 18, 2020
   • 8 replies
   • 191 views
   • 
   • Plan Doc
   • November 20, 2020

8. Change to Safe Harbor Formula

   By Stash026, November 19, 2020
   • 7 replies
   • 198 views
   • 
   • Bill Presson
   • November 20, 2020

9. Using COVID dist to pay off loan

   By ratherbereading, November 19, 2020
   • 5 replies
   • 251 views
   • 
   • Gilmore
   • November 20, 2020

10. new 401k/safe harbor plan or 2021

    By Jakyasar, November 19, 2020
    • 3 replies
    • 172 views
    • 
    • Jakyasar
    • November 19, 2020

11. 401(k) Contribution Due Date - Over 100 Plan Participants

    By Stash026, November 16, 2020
    • 8 replies
    • 302 views
    • 
    • acm_acm
    • November 19, 2020

12. Rule of Parity

    By austin3515, November 17, 2020
    • 6 replies
    • 224 views
    • 
    • Bird
    • November 19, 2020

13. Benefits Rights & Features Test for Match

    By Rose, November 18, 2020
    • 1 reply
    • 95 views
    • 
    • MWeddell
    • November 18, 2020

14. Amending Vesting Schedule

    By austin3515, February 27, 2018
    • 24 replies
    • 2.5k views
    • 
    • Rafael
    • November 18, 2020

15. Rollovers from US plan to PR TSP

    By Chris123, November 18, 2020
    • 0 replies
    • 63 views
    • 
    • Chris123
    • November 18, 2020

16. HC Participant refuses to cash ADP refund checks

    By Belgarath, April 2, 2015
    • 13 replies
    • 2.2k views
    • 
    • BG5150
    • November 17, 2020

17. Auto Enrollment Tax Credit

    By austin3515, November 11, 2020
    • 3 replies
    • 142 views
    • 
    • Catch22PGM
    • November 17, 2020

18. Add Profit Sharing Contribution Type

    By AmyETPA, November 17, 2020
    • 2 replies
    • 177 views
    • 
    • BG5150
    • November 17, 2020

19. Small Real Estate firm to start 401-k

    By KevinMc, November 10, 2020
    • 5 replies
    • 255 views
    • 
    • Luke Bailey
    • November 17, 2020

20. QACA Eligibility Can't Start for 2 Months?

    By Francis, November 13, 2020
    • 3 replies
    • 121 views
    • 
    • BG5150
    • November 16, 2020

21. Off Calendar Safe Harbor Startup

    By Gilmore, November 13, 2020
    • 1 reply
    • 96 views
    • 
    • Jim Chad
    • November 16, 2020

22. Establishing Safe Harbor 401(k) Plan - Less than 3 months from Adoption Date

    By Vlad401k, November 13, 2020
    • 3 replies
    • 180 views
    • 
    • JackS
    • November 13, 2020

23. Deductions for Contributions

    By Bumppo23, November 13, 2020   

    • form 1040
    • schedule c
    • (and 8 more)

      Tagged with:

      • form 1040
      • schedule c
      • coda
      • deferrals
      • elective deferrals
      • 401(k)
      • 401(k) plan
      • schedule 1
      • deduction
      • 401(k) plans
    • 1 reply
    • 124 views
    • 
    • JackS
    • November 13, 2020

24. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly, November 13, 2020
    • 2 replies
    • 97 views
    • 
    • RatherBeGolfing
    • November 13, 2020

25. Reasonable Segregation

    By Dagwood, November 3, 2020
    • 6 replies
    • 223 views
    • 
    • Dagwood
    • November 13, 2020