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401(k) Plans

19,275 topics in this forum

  1. Fail ADP test in 2013 - Refund 2014 - W2

    By imchipbrown,   
    • 5 replies
    • 1.7k views

  2. 401k safe harbor and mid year changes

    By Tom Poje,
    • 6 replies
    • 3.6k views

  3. Annual Qslob testing requirements

    By Floridaattorney,
    • 0 replies
    • 2.1k views

  4. Do former key employees receive TH minimum?

    By jkharvey,
    • 1 reply
    • 1.2k views

  5. 401k deferrals on comp discovered 2 years late for termed ee

    By WCC,
    • 1 reply
    • 911 views

  6. Controlled Group Safe Harbor Plans with Different PLan Terms

    By Lame Duck,
    • 1 reply
    • 1.2k views

  7. Safe Harbor Match Formula

    By HarleyBabe,
    • 4 replies
    • 1.2k views

  8. Missed 401k Correction

    By CLE401kGuy,
    • 4 replies
    • 1k views
    • GMK
    • GMK

  9. Short Plan Year - Minimum months required?

    By KTB,
    • 3 replies
    • 1.5k views
    • KTB
    • KTB

  10. Death Verification

    By Guest llwallace,
    • 4 replies
    • 1.3k views

  11. failure to make safe harbor 401k contribution

    By goldtpa,
    • 2 replies
    • 1.7k views

  12. New plan audit question

    By Guest Hgreer,   
    • 14 replies
    • 5.3k views

  13. Pro-rating Limits

    By 30Rock,
    • 0 replies
    • 1.1k views

  14. same old 414 game?

    By gregburst,   
    • 4 replies
    • 1.3k views

  15. 8% Company Match- HCE Question

    By Guest ghenson08,
    • 8 replies
    • 1.6k views

  16. Imputed disparity with a SHMAC?

    By Jim Chad,
    • 5 replies
    • 1.4k views

  17. self-dealing?

    By Guest Aust916,
    • 1 reply
    • 1.2k views

  18. Terminating SEP and PS Plan - New 401k

    By austin3515,
    • 0 replies
    • 951 views

  19. Tips/Ideas for Foreign Participants w/ no SSN

    By Guest GAKVE,
    • 2 replies
    • 932 views

  20. Rollover to Safe Harbor 401(k) Plan (Does this Blow the Top-Heavy Exemption?)

    By Yesrod5,
    • 9 replies
    • 1.9k views
    • GMK
    • GMK

  21. Year End Deposit of Deferrals

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

  22. Separate plans for HCE and NHCE

    By artvandelay3,
    • 5 replies
    • 1.5k views

  23. Participation of Union-Member/Owner

    By drakecohen,
    • 2 replies
    • 1.2k views

  24. 415 Limit and Catch-Up

    By CLE401kGuy,
    • 2 replies
    • 914 views

  25. Monthly instead of per pay period withholding?

    By mgcpension,
    • 10 replies
    • 3.2k views

  26. Investments with a minimum networth

    By artvandelay3,
    • 5 replies
    • 998 views

  27. Controlled Group-one entity matches other does not -Comp used question

    By DLMRetire,
    • 2 replies
    • 1.2k views

  28. Excluded Divisions, ACP Testing, and Coverage Testing

    By buckaroo,
    • 5 replies
    • 2.5k views

  29. Two plans 401 k and SEP

    By caryn22359,
    • 3 replies
    • 1k views

  30. Eligibility - Plan Entry Date?

    By R.G.,
    • 3 replies
    • 1.5k views

  31. RMDs for missing participants

    By Guest ablazer,   
    • 3 replies
    • 2k views

  32. Secure File Transfer

    By austin3515,
    • 10 replies
    • 1.6k views

  33. Add Participating Er to Safe Harbor Plan

    By austin3515,
    • 6 replies
    • 3k views

  34. Correcting 410(b) failure in controlled group

    By Floridaattorney,
    • 2 replies
    • 2.4k views

  35. Completely Remove Illiquid Private Company Stock from Plan

    By Anagoge,
    • 9 replies
    • 3.4k views

  36. Profit sharing plan funded with 100% plan sponsor stock.

    By Guest Thornton,
    • 2 replies
    • 1.5k views

  37. Changing a fiscal year plan to a calendar year plan with the plan sponsor remaining on the fiscal year

    By Guest Diane DuFresne,
    • 1 reply
    • 2.9k views

  38. Ownership Question

    By khn,
    • 3 replies
    • 1.1k views

  39. Mandatory (required) Employee Contribution

    By Guest tjt169,
    • 9 replies
    • 5.7k views
    • Guest
    • Guest

  40. ACA - not an EACA or a QACA and Notice Requirements

    By CLE401kGuy,
    • 3 replies
    • 3k views

  41. Plan Participant, you must Wait.

    By Mr Bagwell,
    • 32 replies
    • 5.7k views

  42. 404a5 Notice - Fee Infor

    By 52626,
    • 1 reply
    • 1.1k views

  43. Determining catch up contributions in fiscal year plans

    By Guest Diane DuFresne,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  44. Otherwise Excludable Employees / New Plan in Second Plan Year

    By 401QUE,   
    • 5 replies
    • 2k views

  45. Safe Harbor Per Payroll Match

    By Logan401,   
    • 16 replies
    • 4.1k views

  46. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50,   
    • 1 reply
    • 1.1k views
    • GMK
    • GMK

  47. Terminating Solo 401k

    By Guest KRS401k,
    • 2 replies
    • 2.1k views

  48. Safe Harbor Termination

    By 52626,
    • 1 reply
    • 2.2k views

  49. True-Ups Due to Catch-Ups

    By 401 Chaos,
    • 8 replies
    • 2.5k views

  50. Provide "lesser" SH match for HCE's (instead of none?)

    By austin3515,
    • 5 replies
    • 1.1k views
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