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401(k) Plans

19,410 topics in this forum

  1. Participants with Small Balances counting as participants

    By CLE401kGuy,
    • 4 replies
    • 955 views

  2. Delinquent Filer Program

    By CLE401kGuy,
    • 5 replies
    • 1k views

  3. credit service after termination? (strange question)

    By WCC,
    • 3 replies
    • 852 views

  4. 403(b) and safe harbor 401(k) plan

    By R. Butler,
    • 2 replies
    • 739 views

  5. QDIA Question - Age Brackets for Default Investment

    By 52626,
    • 3 replies
    • 1.5k views

  6. Permissive Aggregation

    By justatester,   
    • 1 reply
    • 2.6k views

  7. Non-SH(k) adopted 2016 was supposed to be SH(k). Can convert to SH in 2016?

    By Florida1,   
    • 8 replies
    • 1.4k views

  8. 401k Deposit Deadline

    By Gadgetfreak,
    • 20 replies
    • 4.3k views

  9. 5500 COUNT ON FORM 5500

    By ratherbereading,   
    • 2 replies
    • 2.8k views

  10. Information about ASPPA certification 2016

    By swam,   
    • 1 reply
    • 1.3k views

  11. Compensation for Deferrals only and 414(s)

    By Nancy D,
    • 6 replies
    • 1.4k views

  12. Top heavy/Safe harbor plan

    By Chippy,
    • 1 reply
    • 877 views

  13. Form 5500 Count

    By coleboy,
    • 3 replies
    • 1.2k views

  14. Possible CODA

    By justatester,
    • 4 replies
    • 1.4k views

  15. conversion to MEP mid year

    By CLE401kGuy,
    • 1 reply
    • 1k views

  16. Controlled Group/Participating Employers

    By Deaconmomma,
    • 8 replies
    • 3.2k views

  17. Max profit sharing/deferrals/catchup for Doctor who sells practice mid-year

    By Pammie57,
    • 10 replies
    • 1.5k views

  18. Adding QDIA to Plan

    By Chippy,
    • 2 replies
    • 1.3k views

  19. Safe Harbor plan abruptly terminated

    By K2retire,
    • 3 replies
    • 1.6k views

  20. Vesting - Switching from counting hours to elapsed time

    By Mr401k,
    • 4 replies
    • 4.4k views

  21. Doctor Group

    By TPS,
    • 9 replies
    • 1.3k views

  22. Terminated SH plan--owner owes himself SH

    By BG5150,
    • 2 replies
    • 614 views

  23. 8955-SSA email saying bad filing

    By Jim Chad,
    • 5 replies
    • 1.4k views

  24. How to apply deferral percentage to compensation exceeding 415 limit?

    By SavingsRUS,   
    • 7 replies
    • 1.7k views

  25. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru,
    • 4 replies
    • 1.2k views

  26. Missed deferrals - do they go into ADP test?

    By AKconsult,
    • 3 replies
    • 3.6k views

  27. Notice to participants for Missed Deferrals

    By Pammie57,
    • 0 replies
    • 971 views

  28. No employer match on Roth deferrals--how to test

    By jkharvey,
    • 17 replies
    • 3.2k views

  29. mid year change to safe harbor matc

    By 52626,
    • 2 replies
    • 685 views

  30. Mid Year Changes

    By 401kyeah,
    • 1 reply
    • 639 views

  31. Excluded HCE Defer, Refund Effect

    By The 402"(G)",
    • 3 replies
    • 1.4k views

  32. entry date

    By EBDI,
    • 9 replies
    • 1.9k views

  33. IRS Audit / Ancient Missing Amendments

    By austin3515,
    • 21 replies
    • 1.7k views

  34. interim valuation

    By Jim Chad,
    • 22 replies
    • 4.1k views

  35. Mid year amendment to safe harbor

    By Bird,
    • 4 replies
    • 1.4k views

  36. 414(s) and preparticipation compensation

    By LIBERTYKID,
    • 0 replies
    • 851 views

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

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 2.8k views

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

    By Pinefresh,
    • 2 replies
    • 822 views

  39. Inclusion of Ineligible Employees

    By CLE401kGuy,
    • 2 replies
    • 725 views

  40. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB,
    • 0 replies
    • 783 views

  41. Distribution and death

    By cdavis25,
    • 2 replies
    • 668 views

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

    By Hokielady,
    • 5 replies
    • 1.1k views

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

    By Jim Chad,
    • 8 replies
    • 1.1k views

  44. Stopping and Starting Deferrals

    By Pammie57,
    • 2 replies
    • 991 views

  45. UBTI and a 990T

    By KTB,
    • 1 reply
    • 808 views

  46. Petition to invade 401k

    By PTR2234,
    • 16 replies
    • 3k views

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

    By TPApril,   
    • 3 replies
    • 912 views

  48. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy,   
    • 2 replies
    • 2.4k views

  49. Hardship withdrawal

    By simba,   
    • 7 replies
    • 2.1k views

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

    By erisa parrot,
    • 6 replies
    • 2k views
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