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401(k) Plans

19,451 topics in this forum

  1. Contribution Limitation

    By KevinMc,
    • 1 reply
    • 617 views

  2. Disclosing Distribution Fees

    By austin3515,
    • 3 replies
    • 932 views

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

    By AlbanyConsultant,
    • 1 reply
    • 769 views

  4. Recordkeeper Performing Late ADP/ACP Testing

    By khn,
    • 10 replies
    • 1.7k views

  5. Triple Stacked Match

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

  6. Late deferral change election correction

    By lradimer,   
    • 1 reply
    • 788 views

  7. Cross Tested plan with QNEC's

    By Mr Bagwell,   
    • 11 replies
    • 2.7k views

  8. SH Match Plan failing 414(s)

    By BG5150,
    • 4 replies
    • 1.7k views

  9. Automatic Rollovers

    By coleboy,
    • 6 replies
    • 774 views

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

    By Florida401k,   
    • 3 replies
    • 1.4k views

  11. Partners and after-tax

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

  12. Partial Plan Termination with Short Plan Year

    By pixmax,
    • 3 replies
    • 859 views

  13. Enhanced Safe Harbor Question....

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

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

    By Anagoge,   
    • 5 replies
    • 1.9k views

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

    By sdix401k,
    • 0 replies
    • 657 views

  16. Correcting Failure to Adopt Plan as a Participating Employer

    By Madison71,
    • 0 replies
    • 1.5k views

  17. Terminating Safe Harbor Plan, Schedule C income

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

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

    By matth100,
    • 62 replies
    • 14.8k views

  19. Plan Termination Amendment

    By JJRetirement,   
    • 2 replies
    • 1.4k views

  20. 401(k) deduction prior to signed document

    By Becky Schwing,
    • 0 replies
    • 678 views

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

    By RC50,
    • 19 replies
    • 3.5k views

  22. Part time to full time and back

    By ombskid,
    • 6 replies
    • 1.3k views

  23. Figuring out Earnings

    By geunwyvar1978,
    • 10 replies
    • 1.1k views

  24. 402g exceeded in 2 unrelated plans. What happens to related match

    By legort69,   
    • 6 replies
    • 2.1k views

  25. 401k Contribution Deposited but Never Deducted

    By emmetttrudy,
    • 2 replies
    • 874 views

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

    By thepensionmaven,
    • 12 replies
    • 3.3k views

  27. 5500 Proposed Revisions 1 2

    By austin3515,
    • 53 replies
    • 6.9k views

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

    By AdKu,   
    • 3 replies
    • 1.2k views

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

    By AdKu,   
    • 2 replies
    • 1.2k views

  30. Reallocation of forfs, after 415 date

    By BG5150,
    • 7 replies
    • 1.4k views

  31. DOL Letters on Late Contributions

    By austin3515,
    • 21 replies
    • 4.1k views

  32. Turbo Tax limiting 401k contributions WHY?

    By mesiodens,
    • 4 replies
    • 2.9k views

  33. Overtime rules/ 414(s)

    By bmore1147,   
    • 3 replies
    • 1k views

  34. Elective Deferrals under Sec. 408(k)(6) in a 401(k) Plan

    By AdKu,   
    • 0 replies
    • 1.5k views

  35. Which comes first -(401k deferral) or (medical insurance deduct)

    By Pammie57,
    • 4 replies
    • 10.3k views

  36. Social Security Wage Base Skyrockets

    By austin3515,
    • 7 replies
    • 1.2k views

  37. Limited partner or other LLC member

    By kdubinski,   
    • 3 replies
    • 999 views

  38. Entry date for employee with service recognized from another employer

    By AKconsult,
    • 4 replies
    • 1.4k views

  39. 2017 limits

    By pmacduff,
    • 3 replies
    • 1.2k views
    • GMK
    • GMK

  40. Profit Sharing Contribution deadline - nonprofit orgs

    By Renafesq,   
    • 11 replies
    • 5k views

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

    By AdKu,   
    • 5 replies
    • 1.3k views

  42. Additional Correction to an ADP Test

    By justatester,
    • 1 reply
    • 1.2k views

  43. Statistics on Participation in 401(k) Plans

    By CLE401kGuy,
    • 2 replies
    • 1.6k views

  44. BRF Testing

    By justatester,   
    • 4 replies
    • 1k views

  45. Quarterly Enrollment Period Issue

    By khn,
    • 9 replies
    • 2.1k views

  46. Eligibility for Owner

    By Pammie57,
    • 7 replies
    • 1.5k views

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

    By kitkotler,   
    • 7 replies
    • 9.8k views

  48. 401k with cash balance

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  49. Reporting late matching contributions

    By SoCalActuary,   
    • 3 replies
    • 1.1k views

  50. 401(a)(4)-5 - Establishing a DC plan short plan year

    By tamaramiddleton63,   
    • 1 reply
    • 751 views
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