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401(k) Plans

19,321 topics in this forum

  1. SHNEC deposit for 2017 plan year not made until now

    By MarZDoates,
    • 5 replies
    • 753 views

  2. allocate loan interest in pooled 401(k) plan

    By M Norton,
    • 5 replies
    • 1.1k views

  3. Prior plan shut down when merging into a PEP

    By Keith Lowery,
    • 5 replies
    • 586 views

  4. Safe Harbor contribution reduction by prior excess

    By Guest crosseyedtester,
    • 5 replies
    • 2k views

  5. Plan Effective date < Corporate Date if Incorporation

    By rblum50,
    • 5 replies
    • 1.2k views

  6. Safe Harbor Plan Can you have one with after tax matching contribution

    By Guest Kelly McCarthy,
    • 5 replies
    • 3.1k views
    • Guest
    • Guest

  7. S-corp. pass thru income & dividends

    By R. Butler,
    • 5 replies
    • 2.5k views

  8. Volutary After-Tax Contributions

    By Guest dhall5,
    • 5 replies
    • 3k views
    • Guest
    • Guest

  9. Imputed Vesting

    By 30Rock,
    • 5 replies
    • 2.1k views

  10. Suspending loan payment while on leave of absence?

    By Guest A_Dude,
    • 5 replies
    • 6.2k views
    • Guest
    • Guest

  11. Excluding some NHCE from Safe Harbor Match

    By BG5150,
    • 5 replies
    • 1.3k views

  12. Prevailing Wage

    By Tom,
    • 5 replies
    • 2.9k views
    • Tom
    • Tom

  13. How to do 401(k) discrimination testing for a plan with no NHCEs (i.e.

    By Guest Pat Metallic,
    • 5 replies
    • 1.8k views
    • Guest
    • Guest

  14. Plan Audits (for large plans- 5500 Sch. H)

    By Guest rachd,
    • 5 replies
    • 1.7k views

  15. How do you deal with affiliated employers?

    By SteveH,
    • 5 replies
    • 1.7k views

  16. Excess Deferral and Allocable Loss

    By CO Bank,   
    • 5 replies
    • 1.7k views

  17. Interesting Match Formula

    By justatester,
    • 5 replies
    • 1.2k views

  18. Can a bankruptcy court force a plan to allow for participant loans?

    By Guest MES,
    • 5 replies
    • 1.7k views

  19. "Evergreen" election to correct failing ADP / ACP test.

    By Jean,
    • 5 replies
    • 1.7k views

  20. Where to get an IRA ROTH

    By Guest mlconsumer,
    • 5 replies
    • 1.1k views
    • GMK
    • GMK

  21. Separate Loan Policy

    By Guest Iwonder,
    • 5 replies
    • 1.7k views

  22. curious question about catch up

    By K2retire,
    • 5 replies
    • 656 views

  23. Roth excess deferrals

    By Luke Bailey,   
    • 5 replies
    • 2.5k views

  24. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17,
    • 5 replies
    • 1.5k views

  25. 401(k) SH, short plan year, 415 limit

    By wvbeachgirl,
    • 5 replies
    • 10.4k views

  26. ADP vs. 402g failure - priority?

    By AlbanyConsultant,
    • 5 replies
    • 2.9k views

  27. Forfeiture Account for Terminating Plan

    By metsfan026,
    • 5 replies
    • 1.7k views

  28. True-up Timing - BRF Issue?

    By BTG,
    • 5 replies
    • 1.1k views

  29. FICA Elective deferrals - States that do/don't track Code

    By Guest CJA,
    • 5 replies
    • 1.4k views

  30. How Do You Terminate a 401(k) Plan?

    By IRA,
    • 5 replies
    • 2.2k views

  31. If a Plan has no HCE's can the matching formula be different by pay gr

    By Hoard1,
    • 5 replies
    • 1.6k views

  32. Safe Harbor and Profit Sharing - Testing

    By SMB_VT,
    • 5 replies
    • 2.1k views

  33. Make-up under Rev, Proc. 2015-28

    By Belgarath,
    • 5 replies
    • 621 views

  34. Eligibility

    By thepensionmaven,
    • 5 replies
    • 2.2k views

  35. Change name on account of deceased employee?

    By AnnCK,
    • 5 replies
    • 1.2k views

  36. When is a loan in default?

    By Guest DWARD,
    • 5 replies
    • 3k views

  37. Participant Loan Corrections - EPCRS

    By austin3515,
    • 5 replies
    • 2.3k views

  38. Tips - W-2 comp definition - safe harbor match per payroll

    By Belgarath,
    • 5 replies
    • 4.7k views

  39. What's a normal black-out period when converting a plan from one recor

    By Guest JimJ,
    • 5 replies
    • 2.7k views

  40. The plan sponsor changes eligibility wait period from six to twelve mo

    By Guest Clint Schuckel,
    • 5 replies
    • 1.9k views

  41. delayed transfer of 401(k) plan assets

    By chris,
    • 5 replies
    • 1.6k views

  42. 415 limit for a participant in two unrelated plans

    By PensionNewbee,
    • 5 replies
    • 1.6k views

  43. SH 401k & Coverage

    By Guest Pete Joachim,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

  44. egtra doc?

    By Guest New to the biz,
    • 5 replies
    • 1.7k views

  45. can US citizen residing abroad serve as trustee of own solo 401(k) ?

    By JJA,
    • 5 replies
    • 3.5k views
    • JJA
    • JJA

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

    By Pammie57,
    • 5 replies
    • 947 views

  47. Payroll by payroll Matching Contribution provision Amended to Stop mid year - ACP TEST

    By AdKu,
    • 5 replies
    • 562 views

  48. SH implemented at mid year

    By Jakyasar,
    • 5 replies
    • 1.6k views

  49. Safe Harbor testing for 23’ and in June I did something stupid (maybe?)

    By Mkinkade850,
    • 5 replies
    • 1.2k views

  50. Payroll company stopped HCE deferrals at comp limit

    By Guest dstran,
    • 5 replies
    • 1.7k views
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