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401(k) Plans

19,384 topics in this forum

  1. Failed ADP Test/Miscalculated Earnings

    By nancy,
    • 1 reply
    • 1k views

  2. how long can you be 'otherwise excludable'

    By cpc0506,
    • 1 reply
    • 845 views

  3. Safe Harbor Plan with different elig. and ADP Testing

    By buckaroo,
    • 8 replies
    • 2.3k views
    • Guest
    • Guest

  4. Documenting an acquisition....

    By Guest A_Dude,
    • 19 replies
    • 2.3k views
    • Guest
    • Guest

  5. Max individual 401(k) contribution for LLC taxed as S-corp?

    By UM1234,
    • 6 replies
    • 15k views

  6. Loans and a Safe Harbor plan

    By 52626,
    • 8 replies
    • 5.4k views

  7. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy,   
    • 5 replies
    • 1.6k views

  8. lost earnings for an owner

    By cpc0506,
    • 1 reply
    • 920 views

  9. Open and shut eligibility for nonelective contribution

    By 7806akp,
    • 1 reply
    • 853 views

  10. Can you exclude HCE from a Profit Sharing Plan?

    By Guest Michael Anderson,
    • 11 replies
    • 6.2k views

  11. What makes a union plan cover only union employees?

    By jkharvey,   
    • 5 replies
    • 1.3k views

  12. QNEC and ADP Testing

    By Guest TMS,   
    • 7 replies
    • 4.1k views

  13. ATRA Roth Transfer

    By Gruegen,
    • 2 replies
    • 1.1k views

  14. Participant Loan status with Severance Pay and Partial Distributions

    By RPP2001,
    • 3 replies
    • 3.2k views

  15. FIRE System

    By Guest Sara H,   
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  16. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn,   
    • 3 replies
    • 1.3k views

  17. Coverage and Nondiscrimination Testing

    By ERISA25,
    • 9 replies
    • 2.6k views

  18. Audit Requirements

    By 401king,
    • 1 reply
    • 1k views
    • GMK
    • GMK

  19. 404c Protection

    By khn,
    • 3 replies
    • 1.3k views
    • GMK
    • GMK

  20. Controlled group testing - ADP

    By Guest Achilles,
    • 5 replies
    • 5.9k views

  21. Over - matching HCE and NHCE in Safe Harbor Match Plan

    By KTB,
    • 2 replies
    • 1.3k views

  22. How to Handle a Sale Mid-Year?

    By justatester,
    • 0 replies
    • 1k views

  23. Discontinue paying advisory fees for terminated participants

    By Anonymoose,
    • 3 replies
    • 1.3k views

  24. multiple employer plan and form 5558

    By cpc0506,
    • 0 replies
    • 863 views

  25. Auto-enrollment

    By Guest ppapdx,
    • 1 reply
    • 963 views

  26. Comp Definition for Deferrals

    By MarZDoates,
    • 4 replies
    • 1.1k views

  27. Unvested portion of balance erroneously Distributed - Former Participant will not return

    By JesseQG,
    • 2 replies
    • 1.4k views

  28. US plan with one Puerto Rico resident

    By K2retire,
    • 6 replies
    • 11.1k views

  29. Puerto Rican employees in US 401k

    By k man,
    • 0 replies
    • 1.1k views

  30. 404(a)(5) Notices

    By 52626,
    • 4 replies
    • 2.7k views
    • Guest
    • Guest

  31. Designated Roth Deferral - Separate Account

    By MarZDoates,
    • 3 replies
    • 1.7k views

  32. Settlement Check

    By 52626,
    • 3 replies
    • 2.4k views

  33. Irrevocable Election Out of a Plan

    By austin3515,
    • 15 replies
    • 6.3k views

  34. Simple Controlled Group Question

    By ac,
    • 2 replies
    • 929 views

  35. Solo 401(k) questions

    By UM1234,
    • 1 reply
    • 985 views

  36. Controlled Group - 2 plans safe harbor/non safe harbor

    By WCC,
    • 1 reply
    • 2.7k views

  37. Affiliated Service Group - Lawyers

    By MGOAdmin,   
    • 3 replies
    • 1.2k views

  38. Failed 401(k) Test and Rollover

    By 52626,
    • 2 replies
    • 1.4k views

  39. Davis-Bacon 401(k) plan

    By Guest jreed@e-apc.com,   
    • 3 replies
    • 1.5k views

  40. Allocating Foreitures

    By Guest A_Dude,
    • 3 replies
    • 1.4k views

  41. Testing Reported on Form 5500

    By ERISA25,
    • 3 replies
    • 1.5k views

  42. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW,
    • 0 replies
    • 809 views
    • Guest
    • Guest

  43. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath,
    • 1 reply
    • 2.1k views

  44. Partial Plan Termination - OEX

    By sdix401k,
    • 2 replies
    • 1.3k views

  45. -11(g) corrective amendment

    By Benefits to all,
    • 1 reply
    • 3.1k views

  46. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner,
    • 6 replies
    • 4.6k views

  47. recently terminated need to move money to safe plan

    By Guest mdwsgrc,
    • 2 replies
    • 944 views

  48. HCEs excluded from Profit Sharing Contribution

    By MarZDoates,
    • 1 reply
    • 1.9k views

  49. QDIA during conversion

    By Rai401k,
    • 0 replies
    • 1k views

  50. 415 Limit Off-Calendar Plan Year

    By 12AX7,
    • 3 replies
    • 4.5k views
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