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401(k) Plans

19,423 topics in this forum

  1. Due on Sale clause

    By Jim Chad,
    • 1 reply
    • 622 views

  2. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils,
    • 7 replies
    • 6.9k views

  3. leased employees vs. 6-month eligibility

    By AlbanyConsultant,
    • 1 reply
    • 937 views

  4. Precious metals

    By Jim Chad,
    • 1 reply
    • 624 views

  5. Form 990 T

    By 52626,
    • 1 reply
    • 1.4k views

  6. Mid-year change creates multiple employer plan

    By Guest Pennysaver,
    • 24 replies
    • 11.8k views

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

    By Mr Bagwell,   
    • 5 replies
    • 1.2k views

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

    By KTB,
    • 4 replies
    • 917 views

  9. Restrictions on After-tax contributions that are matched

    By Nassau,
    • 1 reply
    • 860 views

  10. Processing Excess Contributions

    By Below Ground,   
    • 4 replies
    • 1.4k views

  11. Otherwise Excludable HCEs on ADP Test

    By ratherbereading,   
    • 2 replies
    • 3.7k views

  12. Hybrid Safe Harbor design?

    By MPLSLAW,   
    • 7 replies
    • 1.5k views

  13. Top Heavy Required Aggregation Group

    By Dennis Povloski,
    • 1 reply
    • 2.1k views

  14. 401k Rollover

    By MDEPH289,   
    • 1 reply
    • 669 views

  15. Doctors all have their own PC

    By austin3515,
    • 10 replies
    • 1.2k views

  16. Limiting Only Catch-up Eligible HCE's

    By austin3515,
    • 3 replies
    • 747 views

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

    By rocknrolls2,
    • 0 replies
    • 915 views

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

    By LANDO,   
    • 6 replies
    • 3.6k views

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

    By Vlad401k,
    • 0 replies
    • 767 views

  20. ECPRS Filing Pending for Defauilted Loan

    By austin3515,
    • 1 reply
    • 769 views

  21. Leaving an MEP Plan

    By coleboy,
    • 1 reply
    • 954 views

  22. coverge questions when controlled group includes Canadian Company

    By jkharvey,
    • 1 reply
    • 847 views

  23. Each in Own Group

    By austin3515,
    • 5 replies
    • 1k views

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

    By DPL,
    • 6 replies
    • 939 views

  25. Determining 5% Owners in a Controlled Group

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

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

    By mrslappywhite,
    • 3 replies
    • 1.8k views

  27. Safe Harbor Plan with Profit Sharing Coverage

    By PFranckowiak,
    • 9 replies
    • 3.2k views

  28. top heavy safe harbor plan with different eligibility

    By K2retire,
    • 1 reply
    • 731 views

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

    By Lori H,
    • 2 replies
    • 1.1k views

  30. Allocation Hours for First Short Plan Year

    By Vlad401k,
    • 6 replies
    • 2.4k views

  31. Early 90's Participant

    By austin3515,
    • 43 replies
    • 4.4k views

  32. GAP on 415 refunds - Yes or No?

    By fiona1,
    • 7 replies
    • 4.7k views

  33. Top Heavy Testing

    By helloobb,
    • 4 replies
    • 2.1k views

  34. ADP/ACP Not Corrected within 12 months

    By justatester,
    • 0 replies
    • 637 views

  35. Recogniing Service w/ Prior Employer - Projected HCE

    By austin3515,
    • 3 replies
    • 1.4k views

  36. Highly Compensated Employees

    By mjf624,
    • 1 reply
    • 907 views

  37. 401k profitshare allocation in an unequal partnership

    By N. Wood,   
    • 22 replies
    • 4.5k views

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

    By Dzog,
    • 2 replies
    • 668 views

  39. Definition Compensation for HCE

    By justatester,
    • 5 replies
    • 840 views

  40. Excess Contributions and the 415 Limit

    By msmith,
    • 12 replies
    • 8.2k views

  41. Safe Harbor Match with additional Match

    By Alex Daisy,
    • 3 replies
    • 1.2k views

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

    By Pammie57,
    • 1 reply
    • 1.6k views

  43. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG,
    • 1 reply
    • 835 views

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

    By EBDI,
    • 7 replies
    • 1.6k views

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

    By Yvonne T,
    • 2 replies
    • 1.8k views

  46. auto enroll opt out

    By pmacduff,
    • 1 reply
    • 967 views

  47. Embezzle to 401(k) plan

    By sla,
    • 12 replies
    • 1.6k views

  48. Prior Year vs. Current Year Testing Method

    By Pension Nerd,
    • 7 replies
    • 5.3k views

  49. Deferred Compensation

    By austin3515,
    • 16 replies
    • 1.9k views

  50. Prior testing and first year match

    By Jim Chad,
    • 1 reply
    • 536 views
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