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401(k) Plans

19,275 topics in this forum

  1. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

    By Christopher Wilson,
    • 1 reply
    • 832 views

  2. Excise Tax paid on Form 5330

    By AJ North,
    • 2 replies
    • 672 views

  3. Excise tax when refunds are done with 1-to-1 QNEC?

    By BG5150,
    • 5 replies
    • 3k views
    • Guest
    • Guest

  4. Excise tax with one to one correction

    By Young Curmudgeon,
    • 0 replies
    • 920 views

  5. Excludable Employee in 401k plan

    By Guest amm19,
    • 1 reply
    • 1.1k views

  6. Excludable Employees

    By bzorc,
    • 16 replies
    • 2.5k views

  7. Excludable Employees

    By Guest J Samuelson,
    • 7 replies
    • 3.7k views
    • Guest
    • Guest

  8. Excludable Employees

    By Guest Midas,
    • 8 replies
    • 2.1k views
    • Guest
    • Guest

  9. Excludable Employees and Cross-testing

    By Guest CAP,
    • 12 replies
    • 2.3k views

  10. excludable employees and the adp test

    By Guest dubya,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  11. excludable employees and the adp test

    By Guest dubya,
    • 5 replies
    • 3.1k views

  12. Excludable for coverage

    By austin3515,
    • 11 replies
    • 2.2k views

  13. Excludable v.s. Non Excludable for coverage testing

    By RRB,
    • 5 replies
    • 2.3k views
    • RRB
    • RRB

  14. Exclude Anyone Hired After a Date

    By austin3515,
    • 2 replies
    • 979 views

  15. Exclude catagories of NHCEs from Safe Harbor

    By Earl,
    • 5 replies
    • 3.1k views

  16. Exclude commissions on match

    By Lou81,   
    • 2 replies
    • 883 views

  17. Exclude deferrals from bonus from SH Match?

    By jkharvey,
    • 7 replies
    • 2.4k views

  18. Exclude employees based on Employment Classification

    By Alex Daisy,
    • 3 replies
    • 1.6k views

  19. Exclude from definition of compensation the amount of any health coverage "buybacks"?

    By austin3515,
    • 0 replies
    • 903 views

  20. Exclude from testing if Term <501 hours

    By Tom,
    • 3 replies
    • 580 views
    • Tom
    • Tom

  21. Exclude HCE from 3% safe harbor nonelective

    By alwaysaquestion,
    • 8 replies
    • 1.7k views

  22. Exclude HCE from 401(k) plan w/out provision?

    By TPApril,
    • 10 replies
    • 2.5k views

  23. Exclude HCE's from SHNEC for flexibility

    By Jim Chad,
    • 13 replies
    • 3.6k views

  24. Exclude HCEs from match

    By Scott50,
    • 3 replies
    • 1.5k views

  25. Exclude HCEs from SH

    By abanky,
    • 2 replies
    • 1.1k views

  26. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2k views

  27. Exclude Non-U.S. Source Income from Compensation

    By EBECatty,
    • 0 replies
    • 385 views

  28. Exclude one LLC Partner from Permitted Disparity

    By PMZJohn,   
    • 25 replies
    • 2.4k views

  29. Exclude Owner from 3% SH

    By jkharvey,
    • 3 replies
    • 1.3k views

  30. Exclude some NHCE from discretionary match in SH plan

    By BG5150,
    • 9 replies
    • 1.9k views

  31. Exclude Temporary Employees

    By austin3515,
    • 3 replies
    • 3.2k views

  32. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 513 views

  33. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 763 views

  34. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 443 views

  35. Excluded Class

    By Melissa,
    • 5 replies
    • 1.5k views

  36. Excluded Class Allowed to Defer

    By kimso,
    • 5 replies
    • 884 views

  37. Excluded Class employee allowed to participate in plan

    By 401kQ's,
    • 7 replies
    • 1.2k views

  38. Excluded Class Employee works 1000 hours - What next?

    By CNB CONSULTING,
    • 4 replies
    • 2.3k views

  39. Excluded class of employees vs allocation conditions for Coverage Testing

    By tghooper,
    • 1 reply
    • 489 views

  40. excluded compensation

    By Chippy,
    • 1 reply
    • 854 views

  41. Excluded compensation in Safe Harbor plan

    By Penflyer,
    • 4 replies
    • 1k views

  42. Excluded Divisions, ACP Testing, and Coverage Testing

    By buckaroo,
    • 5 replies
    • 2.5k views

  43. Excluded employee allowed to participate

    By Belgarath,
    • 3 replies
    • 2.9k views

  44. Excluded Employee Compensation

    By Vlad401k,
    • 15 replies
    • 2.4k views

  45. Excluded Employee Makes Salary Deferrals

    By Dougsbpc,
    • 1 reply
    • 1.3k views

  46. Excluded Employees - New Company

    By Guest tbyrd,
    • 0 replies
    • 969 views
    • Guest
    • Guest

  47. Excluded Employees & Top-Heavy Contribution / Minimum Gateway

    By 415 Limit,
    • 2 replies
    • 1.5k views

  48. Excluded Employees ADP/ACP Safe Harbor

    By Guest rwells@unioncentral.com,
    • 1 reply
    • 1.1k views

  49. Excluded Employees Causing 410(b) Failure

    By Guest 4:15 Limit,
    • 9 replies
    • 7.2k views

  50. Excluded Employers of a 401(k) Plan

    By Guest RS Vatalaro,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest
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