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401(k) Plans

19,275 topics in this forum

  1. leased employees vs. 6-month eligibility

    By AlbanyConsultant,
    • 1 reply
    • 886 views

  2. "I was told it would be fine." Excluded Division

    By Mr Bagwell,   
    • 5 replies
    • 1.1k views

  3. W2 wages of Auto Reimb Only and wants to defer

    By KTB,
    • 4 replies
    • 834 views

  4. Restrictions on After-tax contributions that are matched

    By Nassau,
    • 1 reply
    • 795 views

  5. Otherwise Excludable HCEs on ADP Test

    By ratherbereading,   
    • 2 replies
    • 3.6k views

  6. Processing Excess Contributions

    By Below Ground,   
    • 4 replies
    • 1.2k views

  7. Switching Safe Harbor Types Under New Rules

    By PensionPro,
    • 10 replies
    • 2.4k views

  8. Hybrid Safe Harbor design?

    By MPLSLAW,   
    • 7 replies
    • 1.3k views

  9. 401k Rollover

    By MDEPH289,   
    • 1 reply
    • 614 views

  10. Top Heavy Required Aggregation Group

    By Dennis Povloski,
    • 1 reply
    • 2k views

  11. Doctors all have their own PC

    By austin3515,
    • 10 replies
    • 1.1k views

  12. Payroll Vendor erroneously stopped HCE 401k+catch-up at $18k

    By cheersmate,   
    • 3 replies
    • 1.4k views

  13. Limiting Only Catch-up Eligible HCE's

    By austin3515,
    • 3 replies
    • 688 views

  14. Move from Payroll Based to Insured STD - 401(k) Contributions

    By rocknrolls2,
    • 0 replies
    • 853 views

  15. QNECs funded for missed deferrals - Effect on ADP/ACP

    By Vlad401k,
    • 0 replies
    • 713 views

  16. Each in Own Group

    By austin3515,
    • 5 replies
    • 932 views

  17. coverge questions when controlled group includes Canadian Company

    By jkharvey,
    • 1 reply
    • 787 views

  18. ECPRS Filing Pending for Defauilted Loan

    By austin3515,
    • 1 reply
    • 720 views

  19. Safe Harbor to HCEs

    By Gilmore,
    • 15 replies
    • 4k views

  20. Over 5% owner if stock is sold Jan 1?

    By DPL,
    • 6 replies
    • 825 views

  21. Determining 5% Owners in a Controlled Group

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

  22. Leaving an MEP Plan

    By coleboy,
    • 1 reply
    • 891 views

  23. ADP Safe Harbor - Dual Eligibility - First Plan year ADP testing

    By mrslappywhite,
    • 3 replies
    • 1.7k views

  24. top heavy safe harbor plan with different eligibility

    By K2retire,
    • 1 reply
    • 685 views

  25. Can an employer's money purchase plan be merged to it's start up 401(k)?

    By Lori H,
    • 2 replies
    • 974 views

  26. ADP/ACP Not Corrected within 12 months

    By justatester,
    • 0 replies
    • 592 views

  27. Highly Compensated Employees

    By mjf624,
    • 1 reply
    • 846 views

  28. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak,
    • 9 replies
    • 3k views

  29. Recogniing Service w/ Prior Employer - Projected HCE

    By austin3515,
    • 3 replies
    • 1.3k views

  30. Discrim testing for 401(k) w/profit share

    By Dzog,
    • 2 replies
    • 627 views

  31. Early 90's Participant

    By austin3515,
    • 43 replies
    • 3.7k views

  32. 401k profitshare allocation in an unequal partnership

    By N. Wood,   
    • 22 replies
    • 3.7k views

  33. Definition Compensation for HCE

    By justatester,
    • 5 replies
    • 781 views

  34. Safe Harbor Match with additional Match

    By Alex Daisy,
    • 3 replies
    • 1.1k views

  35. Reporting loss on corrective distribution of excess deferral

    By Sir LB,   
    • 3 replies
    • 5.5k views

  36. Failed ADP TEST - HCE who is due refund is terminated and rollover $$$ over

    By Pammie57,
    • 1 reply
    • 1.6k views

  37. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG,
    • 1 reply
    • 787 views

  38. Non-discrimination (401(a)(4))

    By EBDI,
    • 7 replies
    • 1.5k views

  39. Defferals Deposited to 401k Plan but not withheld from paychecks

    By Yvonne T,
    • 2 replies
    • 1.6k views

  40. Embezzle to 401(k) plan

    By sla,
    • 12 replies
    • 1.5k views

  41. Prior Year vs. Current Year Testing Method

    By Pension Nerd,
    • 7 replies
    • 5k views

  42. Deferred Compensation

    By austin3515,
    • 16 replies
    • 1.6k views

  43. Prior testing and first year match

    By Jim Chad,
    • 1 reply
    • 490 views

  44. counted for ADP test or not

    By thepensionmaven,
    • 2 replies
    • 663 views

  45. Allocation Hours for First Short Plan Year

    By Vlad401k,
    • 6 replies
    • 2.3k views

  46. Plan investments

    By Chippy,
    • 2 replies
    • 687 views

  47. Ilene Ferenczy's Article in BL Newsletter

    By austin3515,
    • 1 reply
    • 684 views

  48. ADP Testing for New Plan who uses prior year testing....

    By Pammie57,
    • 5 replies
    • 938 views

  49. auto enroll opt out

    By pmacduff,
    • 1 reply
    • 841 views

  50. Excess Deferral and Allocable Loss

    By CO Bank,   
    • 5 replies
    • 1.7k views
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