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401(k) Plans

19,468 topics in this forum

  1. 7 day safe harbor rule for deposits

    By WCC,
    • 2 replies
    • 1.6k views

  2. HCE in more than 1 plan

    By AKconsult,   
    • 11 replies
    • 2.3k views

  3. late filer

    By gregburst,
    • 3 replies
    • 1k views

  4. Master trust for DC plans

    By formeractuary,
    • 2 replies
    • 777 views

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

    By austin3515,
    • 2 replies
    • 815 views

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

    By Belgarath,
    • 9 replies
    • 1.5k views

  7. Free CPE for ASPPA

    By austin3515,
    • 10 replies
    • 2.8k views

  8. 410(b) question

    By bzorc,
    • 1 reply
    • 714 views

  9. adp testing - controlled group

    By Chippy,
    • 3 replies
    • 2k views

  10. Solo 401k plan with cash balance plan

    By jkdoll2,
    • 1 reply
    • 1.1k views

  11. Recommendations on-line mailing service

    By austin3515,
    • 2 replies
    • 755 views

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

    By Mr Bagwell,
    • 4 replies
    • 1.1k views

  13. Safe Harbor 401-k

    By KevinMc,
    • 8 replies
    • 1.3k views

  14. Deferrals withheld from Excluded Compensation

    By 401(k)athryn,
    • 7 replies
    • 2.5k views

  15. Making distributions late in Plan Year

    By rblum50,
    • 14 replies
    • 2.4k views

  16. Restructuring Ownership to Avoid Controlled Group?

    By Susan S.,
    • 11 replies
    • 1.4k views

  17. verbage on Hardship distribution forms about restarting deferrals

    By Jim Chad,
    • 1 reply
    • 696 views

  18. Contribution Limitation

    By KevinMc,
    • 1 reply
    • 643 views

  19. Disclosing Distribution Fees

    By austin3515,
    • 3 replies
    • 954 views

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

    By AlbanyConsultant,
    • 1 reply
    • 785 views

  21. Recordkeeper Performing Late ADP/ACP Testing

    By khn,
    • 10 replies
    • 1.8k views

  22. Triple Stacked Match

    By 401(k)athryn,   
    • 10 replies
    • 2.5k views

  23. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 810 views

  24. Cross Tested plan with QNEC's

    By Mr Bagwell,   
    • 11 replies
    • 2.7k views

  25. SH Match Plan failing 414(s)

    By BG5150,
    • 4 replies
    • 1.7k views

  26. Automatic Rollovers

    By coleboy,
    • 6 replies
    • 811 views

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

    By Florida401k,   
    • 3 replies
    • 1.4k views

  28. Partners and after-tax

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

  29. Partial Plan Termination with Short Plan Year

    By pixmax,
    • 3 replies
    • 878 views

  30. Enhanced Safe Harbor Question....

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

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

    By Anagoge,   
    • 5 replies
    • 1.9k views

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

    By sdix401k,
    • 0 replies
    • 670 views

  33. Correcting Failure to Adopt Plan as a Participating Employer

    By Madison71,
    • 0 replies
    • 1.5k views

  34. Terminating Safe Harbor Plan, Schedule C income

    By 401(k)athryn,   
    • 8 replies
    • 2k views

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

    By matth100,
    • 62 replies
    • 15.1k views

  36. Plan Termination Amendment

    By JJRetirement,   
    • 2 replies
    • 1.4k views

  37. 401(k) deduction prior to signed document

    By Becky Schwing,
    • 0 replies
    • 714 views

  38. Wife is sole mbr LLC and trustee of 401K plan which invests in husbands privately held partnership

    By RC50,
    • 19 replies
    • 3.5k views

  39. Part time to full time and back

    By ombskid,
    • 6 replies
    • 1.3k views

  40. Figuring out Earnings

    By geunwyvar1978,
    • 10 replies
    • 1.1k views

  41. 402g exceeded in 2 unrelated plans. What happens to related match

    By legort69,   
    • 6 replies
    • 2.1k views

  42. 401k Contribution Deposited but Never Deducted

    By emmetttrudy,
    • 2 replies
    • 885 views

  43. terminate 401(k) and start up a new one

    By thepensionmaven,
    • 12 replies
    • 3.4k views

  44. 5500 Proposed Revisions 1 2

    By austin3515,
    • 53 replies
    • 7.1k views

  45. Form 5500 reporting of 2015 Contribution made in November 2016 for calendar year plan

    By AdKu,   
    • 3 replies
    • 1.2k views

  46. Small Form 5500 filed without audit later amending as a large Form 5500 with audit

    By AdKu,   
    • 2 replies
    • 1.2k views

  47. Reallocation of forfs, after 415 date

    By BG5150,
    • 7 replies
    • 1.4k views

  48. DOL Letters on Late Contributions

    By austin3515,
    • 21 replies
    • 4.2k views

  49. Turbo Tax limiting 401k contributions WHY?

    By mesiodens,
    • 4 replies
    • 3k views

  50. Overtime rules/ 414(s)

    By bmore1147,   
    • 3 replies
    • 1.1k views
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