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401(k) Plans

19,299 topics in this forum

  1. Amending Vesting service requirement from all years to participation

    By AdKu,   
    • 3 replies
    • 1.2k views

  2. CFO switching to 1099--Would you let him keep paying his loan?

    By TPAJake,
    • 11 replies
    • 1.4k views

  3. plan entry date question

    By K2retire,
    • 14 replies
    • 7.5k views

  4. S Corp Employer contribution and W2 Income

    By tomriddle,
    • 2 replies
    • 626 views

  5. Excludible NHCE becomes HCE, quits, minimum coverage issue

    By JWRB,
    • 6 replies
    • 755 views

  6. ROBS Plan needs a valuation

    By austin3515,
    • 2 replies
    • 1.4k views

  7. Change SH Type for 1/1/17 after 11/30/16

    By Danny CPA,
    • 12 replies
    • 1.4k views

  8. Failure to notify employee of 401K eligibility

    By Guest mission444,
    • 4 replies
    • 17k views

  9. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57,
    • 8 replies
    • 1.9k views

  10. 401k contribution reduced and never raised

    By ratherbereading,   
    • 1 reply
    • 634 views
    • WCC
    • WCC

  11. Non QJSA 401(k) spousal waiver for beneficiary

    By Jim Chad,
    • 2 replies
    • 668 views
    • GMK
    • GMK

  12. EACA Plan - changing Default Percentage after 1/1/

    By 52626,
    • 2 replies
    • 2.2k views

  13. Allowing early entry

    By JPIngold,
    • 1 reply
    • 1.3k views

  14. Notification for Capping HCEs

    By khn,
    • 6 replies
    • 1.6k views

  15. Minimum Coverage Testing

    By Guest Hunter401k,
    • 4 replies
    • 858 views

  16. PLLC and Bonus after Plan Year End

    By msmith,
    • 4 replies
    • 882 views

  17. PS after Tax Return Filed but before Due Date

    By cheersmate,   
    • 2 replies
    • 782 views

  18. RMD 70 1/2 Start Date or Year

    By PainPA,
    • 7 replies
    • 1.6k views

  19. Safe Harbor- Control groups

    By Guest New401k,
    • 1 reply
    • 603 views

  20. Midyear amendment to SH plan... 30 days required?

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  21. vesting schedule change is more strict

    By WCC,
    • 1 reply
    • 727 views

  22. Plan excludes "overtime" from compensation

    By 7806akp,   
    • 6 replies
    • 1.9k views

  23. Permissive Service Credits Purchase

    By marco23,
    • 0 replies
    • 767 views

  24. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc,
    • 4 replies
    • 1.5k views

  25. late matching contributions deposit associated with late deferrals & Form 5500

    By AdKu,   
    • 10 replies
    • 2.5k views

  26. Auto Enroll Notices

    By JKW,
    • 2 replies
    • 843 views

  27. Year End Discretionary Matching Contribution amended to x% payroll by payroll Matching contribution

    By AdKu,   
    • 0 replies
    • 754 views

  28. Nonqualified IRA funds rolled into 401(k) Plan

    By 401(k)athryn,   
    • 1 reply
    • 563 views

  29. HCE compensation based on current year

    By AdKu,
    • 2 replies
    • 561 views

  30. 7 day safe harbor rule for deposits

    By WCC,
    • 2 replies
    • 1.3k views

  31. HCE in more than 1 plan

    By AKconsult,   
    • 11 replies
    • 2k views

  32. late filer

    By gregburst,
    • 3 replies
    • 929 views

  33. Master trust for DC plans

    By formeractuary,
    • 2 replies
    • 677 views

  34. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515,
    • 2 replies
    • 728 views

  35. safe harbor notice for 2017 distributed, but...

    By Belgarath,
    • 9 replies
    • 1.3k views

  36. Free CPE for ASPPA

    By austin3515,
    • 10 replies
    • 2.5k views

  37. 410(b) question

    By bzorc,
    • 1 reply
    • 624 views

  38. adp testing - controlled group

    By Chippy,
    • 3 replies
    • 1.8k views

  39. Solo 401k plan with cash balance plan

    By jkdoll2,
    • 1 reply
    • 1k views

  40. Recommendations on-line mailing service

    By austin3515,
    • 2 replies
    • 649 views

  41. Auto Enroll and Escalate? Well maybe......

    By Mr Bagwell,
    • 4 replies
    • 1k views

  42. Safe Harbor 401-k

    By KevinMc,
    • 8 replies
    • 1.2k views

  43. Deferrals withheld from Excluded Compensation

    By 401(k)athryn,
    • 7 replies
    • 2.2k views

  44. Making distributions late in Plan Year

    By rblum50,
    • 14 replies
    • 2.2k views

  45. Restructuring Ownership to Avoid Controlled Group?

    By Susan S.,
    • 11 replies
    • 1.1k views

  46. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad,
    • 1 reply
    • 627 views

  47. Contribution Limitation

    By KevinMc,
    • 1 reply
    • 544 views

  48. Disclosing Distribution Fees

    By austin3515,
    • 3 replies
    • 858 views

  49. Catchup due to failed ADP vs. top heavy - chicken or egg?

    By AlbanyConsultant,
    • 1 reply
    • 702 views

  50. Recordkeeper Performing Late ADP/ACP Testing

    By khn,
    • 10 replies
    • 1.5k views
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