Jump to content

401(k) Plans

19,362 topics in this forum

  1. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu,   
    • 5 replies
    • 1.2k views

  2. Additional Correction to an ADP Test

    By justatester,
    • 1 reply
    • 1.2k views

  3. Statistics on Participation in 401(k) Plans

    By CLE401kGuy,
    • 2 replies
    • 1.6k views

  4. BRF Testing

    By justatester,   
    • 4 replies
    • 935 views

  5. Quarterly Enrollment Period Issue

    By khn,
    • 9 replies
    • 2k views

  6. Eligibility for Owner

    By Pammie57,
    • 7 replies
    • 1.4k views

  7. How do I find out about my ex-husbands 401k account

    By kitkotler,   
    • 7 replies
    • 9.2k views

  8. 401k with cash balance

    By thepensionmaven,
    • 3 replies
    • 997 views

  9. Reporting late matching contributions

    By SoCalActuary,   
    • 3 replies
    • 1.1k views

  10. 401(a)(4)-5 - Establishing a DC plan short plan year

    By tamaramiddleton63,   
    • 1 reply
    • 704 views

  11. Controlled Group Quirk

    By Below Ground,   
    • 7 replies
    • 1.1k views

  12. Safe harbor matching plan with discretionary contributions

    By Belgarath,
    • 8 replies
    • 1.7k views

  13. New Plan - Participant Count for Form 5500

    By AdKu,   
    • 11 replies
    • 2.4k views

  14. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates,
    • 1 reply
    • 1.2k views

  15. Stock ownership for HCE definition

    By gdlfa,
    • 1 reply
    • 678 views

  16. Top-Heavy test and After-Tax Contributions

    By artvandelay3,
    • 3 replies
    • 2.1k views

  17. Hours before Participation don't count for allocation condition?

    By Jim Chad,
    • 2 replies
    • 662 views

  18. Auto enrollment to Roth 401(k)

    By JRN,
    • 21 replies
    • 4.1k views

  19. autoenrollment refund?

    By Jim Chad,
    • 2 replies
    • 661 views

  20. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe,
    • 1 reply
    • 1.1k views

  21. Excluding compensation retroactive

    By karl,
    • 2 replies
    • 859 views

  22. control group

    By S- Milwaukee,   
    • 8 replies
    • 1.3k views

  23. QACA--Can we do 50% up to 7% match?

    By TPAJake,
    • 12 replies
    • 2.4k views

  24. Retroactive Amendment adding participating employer

    By austin3515,
    • 7 replies
    • 3.4k views

  25. First pay-DATE after Plan Entry

    By austin3515,
    • 2 replies
    • 965 views

  26. skipped as opposed to missed deferrals

    By pmacduff,
    • 9 replies
    • 2.5k views

  27. Entry Date

    By DTH,
    • 6 replies
    • 1.5k views

  28. Missed matching due to calculation by payroll period vs. annual

    By Francis,
    • 6 replies
    • 4.3k views

  29. Using forfeitures to pay earnings

    By 30Rock,
    • 15 replies
    • 9.9k views
    • jpod
    • jpod

  30. ineligible employee defers

    By k man,
    • 21 replies
    • 20.1k views

  31. Excess Deferrals

    By thepensionmaven,
    • 2 replies
    • 806 views

  32. Creditor Protection IRA vs 401k

    By CLE401kGuy,
    • 3 replies
    • 1.3k views

  33. LLC, Retained Earnings and 401K plans

    By jsmith1985,
    • 7 replies
    • 2.6k views

  34. 401(k) plan for controlled group

    By cathyw,
    • 0 replies
    • 485 views

  35. Vesting & Service Crediting Change from all years of service to effective date of paln

    By AdKu,   
    • 3 replies
    • 1.5k views
    • AdKu
    • AdKu

  36. Entry Date

    By DTH,
    • 1 reply
    • 546 views
    • GMK
    • GMK

  37. Hardship Distribution and Limit on Tax Withholding

    By The 402"(G)",   
    • 2 replies
    • 951 views

  38. Death after signing form, but before processing

    By austin3515,
    • 25 replies
    • 4.7k views
    • GMK
    • GMK

  39. No matching on Roth?

    By ch1719,
    • 13 replies
    • 3.9k views

  40. Can I set a minimum 7% limit on deferrals?

    By TPAJake,
    • 4 replies
    • 968 views

  41. Loan Re-Payments Made By Company Not Participant

    By sdix401k,
    • 15 replies
    • 4.3k views
    • MoJo
    • MoJo

  42. Make-up under Rev, Proc. 2015-28

    By Belgarath,
    • 5 replies
    • 630 views

  43. Automatic Rollovers

    By ratherbereading,
    • 2 replies
    • 700 views

  44. Prohibited Transaction? Plan invests in LLC which leases property to EEs.

    By JWRB,
    • 2 replies
    • 644 views
    • JWRB
    • JWRB

  45. Prohibited Transaction? Correction?

    By pixmax,   
    • 2 replies
    • 1.4k views

  46. 100% Deferral

    By BTG,
    • 6 replies
    • 4.1k views
    • BTG
    • BTG

  47. Union and Non-Union Plan

    By steverenner,
    • 4 replies
    • 2.8k views

  48. Deferrals when you hit compensation limit

    By 52626,
    • 3 replies
    • 2k views

  49. Investment Policy Statement

    By Pammie57,
    • 6 replies
    • 1.4k views
    • MoJo
    • MoJo

  50. Deferrals and a new payroll provider

    By 52626,
    • 1 reply
    • 641 views
×
×
  • Create New...

Important Information

Terms of Use

  I accept