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401(k) Plans

19,321 topics in this forum

  1. Are Safe Harbors plans required to pass ACP testing if a plan has After Tax Contributions enabled?

    By FFF0999,   
    • 4 replies
    • 2.9k views

  2. In service withdrawls and rollovers

    By Guest Bob Monte,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  3. members of pllc deferred into new plan. will report no earned income.

    By Lori H,
    • 4 replies
    • 1.5k views

  4. company stock

    By Guest maac3,
    • 4 replies
    • 1.5k views

  5. ex-pat after tax contribution

    By Guest padmin,
    • 4 replies
    • 1.7k views

  6. Picking and Choosing Among NHCEs If All HCEs are Excluded

    By Guest jhall,
    • 4 replies
    • 2.6k views
    • Guest
    • Guest

  7. Post Severance Compensation

    By Gilmore,
    • 4 replies
    • 1.8k views

  8. Separate Deferral Election on Bonus

    By Guest km6719,
    • 4 replies
    • 6k views

  9. Safe Harbor Non Elective Contribution

    By Alex Daisy,
    • 4 replies
    • 2.4k views

  10. Does a 401(k) that terminated as 0f 12/31/09 need to restate?

    By RayJJohnsonJr,
    • 4 replies
    • 1.2k views

  11. Controlled Group/For Profit/Non-Profit

    By austin3515,
    • 4 replies
    • 1.1k views

  12. Mid Year Owner exclusion from Safe Harbor Match

    By Gilmore,
    • 4 replies
    • 1.6k views

  13. top heavy 401(k) first plan year

    By Guest Mike Kimball,
    • 4 replies
    • 2.1k views

  14. Mid-Year Acquisition - Comp for Testing, Top Heavy, & SH Allocation Calculations

    By OrderOfOps,
    • 4 replies
    • 1.3k views

  15. Same Desk Rule - Does it apply?

    By Guest PAINPA,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  16. Can I have 2 principal residence loans

    By Guest chris4013,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  17. 401(k) and life insurance

    By Guest PensionDesign,
    • 4 replies
    • 2.3k views

  18. Orphan Plan?

    By Guest trying2understand,
    • 4 replies
    • 2.1k views

  19. failed ADP test after HCE fully paid out

    By Tom Poje,
    • 4 replies
    • 4.1k views

  20. Forfeiture Reallocation

    By bevfair,
    • 4 replies
    • 2.1k views

  21. Pooled investment account (with ROTH)

    By K-t-F,
    • 4 replies
    • 2.1k views

  22. Employer withholding 401K Match?

    By JackT,
    • 4 replies
    • 1.2k views

  23. Client moved to PEO, termed prior plan, moving out of PEO starting new plan in less than 12 months

    By AlwaysLearning,   
    • 4 replies
    • 849 views

  24. elective contriubtion did not go through payroll

    By thepensionmaven,
    • 4 replies
    • 632 views

  25. Can a company adopt a 401(k) plan in December to be effective retroact

    By Guest A. Rostosky,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  26. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

    By Guest Robin S. Vatalaro,
    • 4 replies
    • 1.7k views

  27. Retirement Plan Newsletters

    By Guest willow,
    • 4 replies
    • 1.4k views

  28. DB/DC Combined 6% limit

    By QNPG,
    • 4 replies
    • 1.8k views

  29. top heavy and family aggregation

    By Guest erisalady,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  30. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.4k views

  31. top heavy requirement if Key employee is over 50 and defers catch up only?

    By Lori H,
    • 4 replies
    • 940 views

  32. Voluntary Class Exclusion

    By Jessica S,
    • 4 replies
    • 737 views

  33. Hospital Affiliated Service Group and HCE determination

    By Will.I.Am,
    • 4 replies
    • 1k views

  34. 401(m) Coverage

    By Gilmore,
    • 4 replies
    • 1.3k views

  35. Participant Loan - IRA Rollover

    By Guest dhoefer,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  36. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz,
    • 4 replies
    • 1.1k views
    • Guest
    • Guest

  37. Determination of > 5% Owner Status

    By Guest JSCOTT,
    • 4 replies
    • 2.9k views
    • Guest
    • Guest

  38. Off calendar catchup

    By Guest tommunson,
    • 4 replies
    • 1.4k views

  39. Ratio Percentage Test

    By Guest AJM 34,
    • 4 replies
    • 5.7k views

  40. irs 2518 disclaimer

    By Guest jgchess,
    • 4 replies
    • 2.2k views

  41. US Citizens Working Abroad

    By ERISA-Bubs,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  42. Payroll Company Error May Cost Big $$$ - Any Alternatives?

    By Guest orangehorse,
    • 4 replies
    • 1.6k views

  43. Suspending a 401(k) Match

    By 401kSteve,
    • 4 replies
    • 727 views

  44. Brain fart - Catch-ups

    By No Name,
    • 4 replies
    • 1.9k views

  45. vanilla 401(k) and each person in their own class

    By Jim Chad,
    • 4 replies
    • 1.2k views

  46. Maximum Annual Addition for Non-Calendar Plan Year End

    By Guest Albatross,
    • 4 replies
    • 2.3k views

  47. int. PS formula no longer good?

    By Guest noans,
    • 4 replies
    • 1.4k views

  48. When are Sole Prop's 401(k) Deferrals due?

    By CJS07,
    • 4 replies
    • 1.2k views

  49. Entry date for employee with service recognized from another employer

    By AKconsult,
    • 4 replies
    • 1.1k views

  50. Urgently Need help: 2018 Excess Employer contribution self-correction

    By hameshatumkochaha,
    • 4 replies
    • 506 views
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