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401(k) Plans

19,275 topics in this forum

  1. Average Benefit Percentage Test "Testing Group" and "taken into account"

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 2.7k views

  2. entry date

    By EBDI,
    • 9 replies
    • 1.8k views

  3. one person plans subject to DOL's 7-day deferral deposit rule?

    By Pinefresh,
    • 2 replies
    • 749 views

  4. Inclusion of Ineligible Employees

    By CLE401kGuy,
    • 2 replies
    • 689 views

  5. Mid year amendment to safe harbor

    By Bird,
    • 4 replies
    • 1.4k views

  6. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB,
    • 0 replies
    • 745 views

  7. IRS Audit / Ancient Missing Amendments

    By austin3515,
    • 21 replies
    • 1.5k views

  8. ADP SHM and Additional Fixed Match Based on Year of Service

    By Hokielady,
    • 5 replies
    • 1k views

  9. Distribution and death

    By cdavis25,
    • 2 replies
    • 617 views

  10. Stopping and Starting Deferrals

    By Pammie57,
    • 2 replies
    • 918 views

  11. UBTI and a 990T

    By KTB,
    • 1 reply
    • 761 views

  12. Owner of safe harbor plan underdeposited own 401(k)

    By TPApril,   
    • 3 replies
    • 853 views

  13. Hardship withdrawal

    By simba,   
    • 7 replies
    • 2.1k views

  14. Required Minimum Distribution Roth Money

    By Deaconmomma,
    • 3 replies
    • 602 views

  15. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy,   
    • 2 replies
    • 2.2k views

  16. Fund Changes and Participant notification

    By 52626,
    • 1 reply
    • 2k views

  17. interim valuation

    By Jim Chad,
    • 22 replies
    • 3.7k views

  18. Document says all assets are held at this brokerage firm

    By Jim Chad,
    • 8 replies
    • 962 views

  19. Can the plan administrator withhold distribution from a terminated participant until his severance payments end?

    By erisa parrot,
    • 6 replies
    • 1.7k views

  20. Roth deductions

    By 52626,
    • 3 replies
    • 1.4k views

  21. Failing 414(s) in SH Plan

    By BG5150,
    • 5 replies
    • 2.1k views

  22. Adding a 401k (with safe harbor) mid year

    By Belgarath,
    • 6 replies
    • 2.1k views

  23. Roth IRA Rollover back into 401(k)

    By mlp0816,   
    • 8 replies
    • 1.3k views

  24. Last Day of Plan Year - Matching Contribution

    By abernat,
    • 6 replies
    • 1.1k views

  25. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma,
    • 5 replies
    • 2.6k views

  26. Pro-rating comp in a short plan year

    By Craig Schiller,   
    • 6 replies
    • 2.1k views

  27. ACP Prior Year Test Failure

    By pam@bbm,
    • 4 replies
    • 1.3k views

  28. name of plan "401K"

    By thepensionmaven,
    • 2 replies
    • 1.2k views

  29. SH Plan Design using both Non-Elective & Match

    By RAPD,   
    • 11 replies
    • 1.7k views

  30. Waiving Eligibility Temporarily

    By BLM,
    • 5 replies
    • 2.7k views

  31. Petition to invade 401k

    By PTR2234,
    • 16 replies
    • 2.8k views

  32. Safe Harbor Plan and Excluded Compensation

    By John Feldt ERPA CPC QPA,   
    • 1 reply
    • 1.2k views

  33. changing frequency of Safe Harbor Match

    By 52626,
    • 1 reply
    • 957 views

  34. 401(k) Safe Harbor and Union Employees

    By Gilmore,
    • 2 replies
    • 2.2k views

  35. controlled group ADP testing

    By K2retire,
    • 9 replies
    • 1.1k views

  36. Open Enrollment / Special Enrollment

    By BLM,
    • 6 replies
    • 3.8k views
    • GMK
    • GMK

  37. W2 Box 12, Code W

    By Dennis Povloski,
    • 4 replies
    • 2.9k views

  38. Boss sold practice in 8/15. Termination letter of 401k 4/16

    By daniellerdh05,   
    • 18 replies
    • 2.7k views

  39. Partner receiving K-1 income and guaranteed W2 then how to calculate plan compensation

    By swam,   
    • 1 reply
    • 1.1k views

  40. Participating Employer Terminating Participation in Multiple Employer Plan - Merger

    By spartytax,   
    • 1 reply
    • 3k views

  41. QACA Match

    By S- Milwaukee,
    • 2 replies
    • 1.1k views

  42. 242(b) RMD

    By MGOAdmin,   
    • 3 replies
    • 1.7k views

  43. Restatement when Plan Sponser MIA

    By Zorro1k,   
    • 5 replies
    • 1.2k views

  44. 401k loan - deemed distribution

    By 52626,
    • 3 replies
    • 1.6k views

  45. Late deposits & VFCP

    By Flyboyjohn,
    • 1 reply
    • 897 views

  46. IDP owner only plan missed prior restatement, no DL

    By TPApril,
    • 4 replies
    • 918 views

  47. What type of EIN to get for Solo 401K?

    By GregJ,
    • 1 reply
    • 1.8k views

  48. 242b and RMD's

    By CLE401kGuy,
    • 2 replies
    • 1.3k views
    • GMK
    • GMK

  49. Submission Deadline May 1, 2016 or April 30, 2016

    By Briandfox,
    • 5 replies
    • 1.2k views

  50. PPA Restatement effective date

    By TPApril,
    • 1 reply
    • 1.1k views
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