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401(k) Plans

19,523 topics in this forum

  1. 6 month eligibility

    By Mallory H,
    • 6 replies
    • 323 views

  2. Safe Harbor Plans and Super Catch-ups

    By youngbenefitslawyer,
    • 3 replies
    • 216 views

  3. Safe Harbor and Profit-Sharing Contributions for Dissolved Company

    By mtopalovic,
    • 7 replies
    • 380 views

  4. SIMPLE IRA to Safe Harbor 401K

    By FishOn,
    • 1 reply
    • 271 views

  5. Affiliated Service Group Determination

    By metsfan026,
    • 1 reply
    • 325 views

  6. Aggregate Individual 401k / Multi Employer Money Purchase Plan Contributions

    By J Farrar,
    • 0 replies
    • 236 views

  7. ADP Test failure was not as bad as thought=>overpmt to HCE

    By TPApril,
    • 1 reply
    • 296 views

  8. Failing 414(s) Test...how to correct

    By BG5150,
    • 9 replies
    • 900 views

  9. What size must a retirement plan be to get Vanguard recordkeeping?

    By Peter Gulia,
    • 5 replies
    • 687 views

  10. Comp for HPI question: change in sponsor

    By BG5150,
    • 3 replies
    • 387 views

  11. Terminated plan and RMD

    By Consultant Guy,
    • 3 replies
    • 510 views

  12. Failed ADP test determined yrs later, after HCE's have distributed: 1099-R Question

    By TPApril,
    • 4 replies
    • 503 views

  13. eligibility of rehire

    By Lou81,
    • 2 replies
    • 702 views

  14. Delinquent Filer Program available?

    By Barbara,
    • 5 replies
    • 927 views

  15. Off Calendar Year Catch Up Questions

    By PensionPro,
    • 1 reply
    • 367 views

  16. Short year SIMPLE replacement - Self-employed individuals

    By justanotheradmin,
    • 3 replies
    • 503 views

  17. Retroactive Amendment

    By Inquiring Mind,
    • 2 replies
    • 676 views

  18. Adding True Up Feature Mid Year

    By khn,
    • 8 replies
    • 893 views

  19. Missed Roth Catch-up contributions

    By 30Rock,
    • 6 replies
    • 780 views

  20. Excise tax - two "sets" of late contributions in one year

    By t.haley,
    • 2 replies
    • 532 views

  21. Solo 401(k) Class Exclusions

    By Nic Pospiech,   
    • 3 replies
    • 837 views

  22. Mega Backdoor Roth Shown on Form 5500

    By metsfan026,
    • 1 reply
    • 822 views

  23. Owner only 401k plan - late deferrals

    By Jakyasar,
    • 10 replies
    • 1k views

  24. 50% Loan Requirement - Does It Matter After Loan Taken?

    By metsfan026,
    • 5 replies
    • 997 views

  25. Post Severance Compensation of Dr. account receivable

    By Lou81,
    • 6 replies
    • 986 views

  26. 2 1/2 month rule

    By BG5150,
    • 4 replies
    • 863 views

  27. Safe Harbor 3 Tier Match

    By DPSRich,
    • 3 replies
    • 608 views

  28. Determine if SH plan annually

    By Basically,
    • 4 replies
    • 700 views

  29. 5% owner for RMD when company is owned by a trust

    By D Lewis,
    • 3 replies
    • 799 views

  30. Loan Payoff After Plan Termination?

    By metsfan026,
    • 10 replies
    • 1.4k views

  31. Plan in and out of MEP with 5500SF reporting issues

    By D Lewis,
    • 2 replies
    • 606 views

  32. Elimination of Annuity Options in a 401(k)

    By Tom,
    • 5 replies
    • 2.8k views

  33. Order of Compliance Testing 401(k) Plans

    By 401kology,   
    • 2 replies
    • 846 views

  34. Roth Catchup Deferral Requirement

    By Basically,
    • 3 replies
    • 968 views

  35. Spin off - MEP to new plan

    By TH 401k,
    • 2 replies
    • 620 views

  36. Union & HCEs excluded for Safe Harbor

    By TH 401k,
    • 1 reply
    • 597 views

  37. Does the new employee needs SH for entering the plan early?

    By Jakyasar,
    • 7 replies
    • 1.1k views

  38. Form 5500 Participant Count Question

    By metsfan026,
    • 6 replies
    • 1.2k views

  39. 401k Plan Termination due to Sale of Business

    By Renee H,
    • 9 replies
    • 1.3k views

  40. Impact of non-match eligible bonus on IRS annual compensation limits

    By Puzzled,
    • 3 replies
    • 906 views

  41. In-Plan Roth Accounts

    By mming,
    • 2 replies
    • 724 views

  42. Rules of Parity Cheat Sheet

    By austin3515,
    • 10 replies
    • 3.6k views

  43. Safe Harbor Formula > 6%

    By TH 401k,
    • 8 replies
    • 885 views

  44. Form 5330 for owner 401k at 12/31 - prior yr or current yr?

    By TPApril,
    • 3 replies
    • 792 views

  45. Fun and Games with the DOL (late payment of deferrals)

    By Guest erisafried,
    • 5 replies
    • 2.9k views

  46. HCE and Active Military Duty

    By metsfan026,
    • 5 replies
    • 1.1k views

  47. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 3 replies
    • 1.3k views

  48. missed deferral opportunity at start of plan - no NHCEs deferred

    By AlbanyConsultant,
    • 14 replies
    • 1.8k views

  49. Remove EACA mid-year - removing ALL deferrals

    By justanotheradmin,
    • 1 reply
    • 765 views

  50. Form 8868 for 5330 extension

    By TPApril,
    • 2 replies
    • 717 views
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