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401(k) Plans

19,364 topics in this forum

  1. Otherwise Excludable HCEs on ADP Test

    By ratherbereading,   
    • 2 replies
    • 3.6k views

  2. Hybrid Safe Harbor design?

    By MPLSLAW,   
    • 7 replies
    • 1.4k views

  3. Top Heavy Required Aggregation Group

    By Dennis Povloski,
    • 1 reply
    • 2k views

  4. 401k Rollover

    By MDEPH289,   
    • 1 reply
    • 636 views

  5. Doctors all have their own PC

    By austin3515,
    • 10 replies
    • 1.1k views

  6. Limiting Only Catch-up Eligible HCE's

    By austin3515,
    • 3 replies
    • 705 views

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

    By rocknrolls2,
    • 0 replies
    • 873 views

  8. escalation, auto-escalation, auto enrollment, ACA, automatic contribution arrangement

    By LANDO,   
    • 6 replies
    • 3.6k views

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

    By Vlad401k,
    • 0 replies
    • 734 views

  10. ECPRS Filing Pending for Defauilted Loan

    By austin3515,
    • 1 reply
    • 740 views

  11. Leaving an MEP Plan

    By coleboy,
    • 1 reply
    • 914 views

  12. coverge questions when controlled group includes Canadian Company

    By jkharvey,
    • 1 reply
    • 808 views

  13. Each in Own Group

    By austin3515,
    • 5 replies
    • 960 views

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

    By DPL,
    • 6 replies
    • 870 views

  15. Determining 5% Owners in a Controlled Group

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

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

    By mrslappywhite,
    • 3 replies
    • 1.8k views

  17. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak,
    • 9 replies
    • 3.1k views

  18. top heavy safe harbor plan with different eligibility

    By K2retire,
    • 1 reply
    • 703 views

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

    By Lori H,
    • 2 replies
    • 1k views

  20. Allocation Hours for First Short Plan Year

    By Vlad401k,
    • 6 replies
    • 2.3k views

  21. Early 90's Participant

    By austin3515,
    • 43 replies
    • 3.9k views

  22. GAP on 415 refunds - Yes or No?

    By fiona1,
    • 7 replies
    • 4.6k views

  23. Top Heavy Testing

    By helloobb,
    • 4 replies
    • 2.1k views

  24. ADP/ACP Not Corrected within 12 months

    By justatester,
    • 0 replies
    • 611 views

  25. Recogniing Service w/ Prior Employer - Projected HCE

    By austin3515,
    • 3 replies
    • 1.3k views

  26. Highly Compensated Employees

    By mjf624,
    • 1 reply
    • 871 views

  27. 401k profitshare allocation in an unequal partnership

    By N. Wood,   
    • 22 replies
    • 4k views

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

    By Dzog,
    • 2 replies
    • 647 views

  29. Definition Compensation for HCE

    By justatester,
    • 5 replies
    • 801 views

  30. Excess Contributions and the 415 Limit

    By msmith,
    • 12 replies
    • 8k views

  31. Safe Harbor Match with additional Match

    By Alex Daisy,
    • 3 replies
    • 1.2k views

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

    By Pammie57,
    • 1 reply
    • 1.6k views

  33. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG,
    • 1 reply
    • 807 views

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

    By EBDI,
    • 7 replies
    • 1.5k views

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

    By Yvonne T,
    • 2 replies
    • 1.7k views

  36. auto enroll opt out

    By pmacduff,
    • 1 reply
    • 892 views

  37. Embezzle to 401(k) plan

    By sla,
    • 12 replies
    • 1.5k views

  38. Prior Year vs. Current Year Testing Method

    By Pension Nerd,
    • 7 replies
    • 5.1k views

  39. Deferred Compensation

    By austin3515,
    • 16 replies
    • 1.7k views

  40. Prior testing and first year match

    By Jim Chad,
    • 1 reply
    • 514 views

  41. counted for ADP test or not

    By thepensionmaven,
    • 2 replies
    • 685 views

  42. Forfeitures Not Used for SH... BUT

    By austin3515,
    • 8 replies
    • 1.4k views

  43. Plan investments

    By Chippy,
    • 2 replies
    • 712 views

  44. 401k Plans and The Patriot Act

    By ratherbereading,
    • 16 replies
    • 4k views

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

    By Pammie57,
    • 5 replies
    • 953 views

  46. Ilene Ferenczy's Article in BL Newsletter

    By austin3515,
    • 1 reply
    • 702 views

  47. Mid-year changes to safe-harbor plans

    By Peter Gulia,   
    • 12 replies
    • 3.6k views

  48. Is trustee required to report interest on 1098 form?

    By Guest Phil L,
    • 4 replies
    • 3.2k views

  49. Excess Deferral and Allocable Loss

    By CO Bank,   
    • 5 replies
    • 1.7k views

  50. Early deposits of employee deferrals

    By DLavigne,
    • 2 replies
    • 814 views
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