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401(k) Plans

19,382 topics in this forum

  1. PLLC and Bonus after Plan Year End

    By msmith,
    • 4 replies
    • 924 views

  2. PS after Tax Return Filed but before Due Date

    By cheersmate,   
    • 2 replies
    • 807 views

  3. RMD 70 1/2 Start Date or Year

    By PainPA,
    • 7 replies
    • 1.6k views

  4. Safe Harbor- Control groups

    By Guest New401k,
    • 1 reply
    • 623 views

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

    By AlbanyConsultant,
    • 1 reply
    • 1.2k views

  6. vesting schedule change is more strict

    By WCC,
    • 1 reply
    • 747 views

  7. Plan excludes "overtime" from compensation

    By 7806akp,   
    • 6 replies
    • 2k views

  8. Permissive Service Credits Purchase

    By marco23,
    • 0 replies
    • 784 views

  9. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc,
    • 4 replies
    • 1.6k views

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

    By AdKu,   
    • 10 replies
    • 2.7k views

  11. Auto Enroll Notices

    By JKW,
    • 2 replies
    • 864 views

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

    By AdKu,   
    • 0 replies
    • 773 views

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

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

  14. HCE compensation based on current year

    By AdKu,
    • 2 replies
    • 603 views

  15. 7 day safe harbor rule for deposits

    By WCC,
    • 2 replies
    • 1.4k views

  16. HCE in more than 1 plan

    By AKconsult,   
    • 11 replies
    • 2.1k views

  17. late filer

    By gregburst,
    • 3 replies
    • 959 views

  18. Master trust for DC plans

    By formeractuary,
    • 2 replies
    • 704 views

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

    By austin3515,
    • 2 replies
    • 751 views

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

    By Belgarath,
    • 9 replies
    • 1.4k views

  21. Free CPE for ASPPA

    By austin3515,
    • 10 replies
    • 2.6k views

  22. 410(b) question

    By bzorc,
    • 1 reply
    • 647 views

  23. adp testing - controlled group

    By Chippy,
    • 3 replies
    • 1.9k views

  24. Solo 401k plan with cash balance plan

    By jkdoll2,
    • 1 reply
    • 1.1k views

  25. Recommendations on-line mailing service

    By austin3515,
    • 2 replies
    • 678 views

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

    By Mr Bagwell,
    • 4 replies
    • 1k views

  27. Safe Harbor 401-k

    By KevinMc,
    • 8 replies
    • 1.2k views

  28. Deferrals withheld from Excluded Compensation

    By 401(k)athryn,
    • 7 replies
    • 2.4k views

  29. Making distributions late in Plan Year

    By rblum50,
    • 14 replies
    • 2.2k views

  30. Restructuring Ownership to Avoid Controlled Group?

    By Susan S.,
    • 11 replies
    • 1.2k views

  31. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad,
    • 1 reply
    • 653 views

  32. Contribution Limitation

    By KevinMc,
    • 1 reply
    • 565 views

  33. Disclosing Distribution Fees

    By austin3515,
    • 3 replies
    • 883 views

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

    By AlbanyConsultant,
    • 1 reply
    • 729 views

  35. Recordkeeper Performing Late ADP/ACP Testing

    By khn,
    • 10 replies
    • 1.6k views

  36. Triple Stacked Match

    By 401(k)athryn,   
    • 10 replies
    • 2.3k views

  37. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 755 views

  38. Cross Tested plan with QNEC's

    By Mr Bagwell,   
    • 11 replies
    • 2.6k views

  39. SH Match Plan failing 414(s)

    By BG5150,
    • 4 replies
    • 1.6k views

  40. Automatic Rollovers

    By coleboy,
    • 6 replies
    • 697 views

  41. Does a blackout notice need to specifically use the word "blackout"?

    By Florida401k,   
    • 3 replies
    • 1.3k views

  42. Partners and after-tax

    By John Feldt ERPA CPC QPA,   
    • 0 replies
    • 678 views

  43. Partial Plan Termination with Short Plan Year

    By pixmax,
    • 3 replies
    • 806 views

  44. Enhanced Safe Harbor Question....

    By shari.sld@gmail.com,   
    • 1 reply
    • 920 views

  45. Top-Heavy 401k when Adding Employee to Owner-Only Plan

    By Anagoge,   
    • 5 replies
    • 1.7k views

  46. Are QMACS Targeted When Made to Employees of One Plan Of An Affiliated Service Group

    By sdix401k,
    • 0 replies
    • 622 views

  47. Correcting Failure to Adopt Plan as a Participating Employer

    By Madison71,
    • 0 replies
    • 1.4k views

  48. Terminating Safe Harbor Plan, Schedule C income

    By 401(k)athryn,   
    • 8 replies
    • 1.9k views

  49. Record Keeping Requirements for Solo 401(k) 1 2

    By matth100,
    • 62 replies
    • 13.5k views

  50. Plan Termination Amendment

    By JJRetirement,   
    • 2 replies
    • 1.4k views
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