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401(k) Plans

19,276 topics in this forum

  1. Your thoughts on elig

    By doombuggy,
    • 1 reply
    • 1k views

  2. Key employee determination

    By Guest KRettler,
    • 2 replies
    • 2.3k views

  3. Debit Cash Balance in Trust Account

    By Guest Bosco108,
    • 3 replies
    • 1k views

  4. Match Formula

    By Logan401,
    • 1 reply
    • 874 views

  5. Rollovers for Non-REsponders - Plan Term

    By austin3515,
    • 5 replies
    • 1k views

  6. Controlled Group and Coverage Testing

    By justatester,
    • 5 replies
    • 2.1k views

  7. ADP Testing

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

  8. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3k views

  9. Content Requirement for Safe Harbor Notice

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 2.5k views

  10. No Beneficiary on File

    By JKW,
    • 3 replies
    • 1.2k views

  11. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.1k views

  12. Life insurance on partner

    By Guest charlesperry,
    • 4 replies
    • 1.2k views
    • Guest
    • Guest

  13. corrective amendment

    By Gary,
    • 4 replies
    • 2.1k views

  14. Hardship Withdraw - property taxes

    By mehmgo,
    • 5 replies
    • 10.8k views

  15. Ineligible employee deferred

    By cdavis25,
    • 1 reply
    • 1k views

  16. 408b disclosure on Brokerage accounts

    By Jim Chad,
    • 2 replies
    • 1.1k views

  17. IRS audit and eligibility definition

    By pmacduff,
    • 4 replies
    • 1.3k views

  18. compensation disclosures for Investment advisor per 408b

    By Jim Chad,
    • 2 replies
    • 1k views

  19. Is it allowable to have a match provided to only first year employees?

    By 401king,
    • 3 replies
    • 1.1k views
    • GMK
    • GMK

  20. hardship - purchase of a residence

    By Scuba 401,
    • 6 replies
    • 1.6k views
    • GMK
    • GMK

  21. Foreign withholding at source

    By jkharvey,
    • 2 replies
    • 1.2k views

  22. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.1k views

  23. Self Employed Deduction of Contributions

    By austin3515,
    • 6 replies
    • 1.6k views

  24. RMD and Roth Contributions

    By Guest Michele Ciz,
    • 2 replies
    • 1.3k views

  25. Participant Benefit Statements

    By Guest Pennysaver,
    • 12 replies
    • 2.9k views

  26. Prorate Max Comp Limit?

    By austin3515,
    • 4 replies
    • 1.1k views

  27. Form 5330

    By justatester,
    • 3 replies
    • 2.1k views

  28. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1k views

  29. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.5k views

  30. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 6.8k views

  31. For disclosures, do Individual annuities = brokerage accounts?

    By Jim Chad,
    • 2 replies
    • 1k views

  32. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.2k views

  33. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 763 views

  34. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.5k views

  35. US Citizens Working Abroad

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

  36. Authorization to Use Prototype

    By austin3515,
    • 1 reply
    • 850 views

  37. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  38. 1040 Schedule C 401k Election

    By austin3515,
    • 2 replies
    • 1.1k views

  39. Testing for aggregated plans

    By Kevin C,
    • 8 replies
    • 1.4k views

  40. Cancelled Trust ID Number

    By jeff77,
    • 2 replies
    • 1.1k views

  41. hardship distributions and tax withholding

    By Guest cbclark,
    • 2 replies
    • 2.6k views

  42. Safe Harbor Match (Per Pay Period) in Partnership

    By Guest Holly Foster,
    • 2 replies
    • 4.5k views

  43. Crazy Match for those over 50

    By justatester,
    • 4 replies
    • 1k views

  44. Transferring Balances of Missing MPP Participants into 401(k) Plan

    By holdco,
    • 5 replies
    • 1.6k views

  45. penalty tax on late distribution for failed test.

    By Tom Poje,
    • 1 reply
    • 1.2k views

  46. Rental Income

    By Guest John P.,
    • 3 replies
    • 1.6k views

  47. Limits for Individual covered by multiple plans

    By rfahey,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  48. Top Heavy Minimum + Maternity Leave

    By Stash026,
    • 1 reply
    • 1.1k views

  49. Employer match posted as employee deferral

    By Guest Quacka,
    • 1 reply
    • 1.1k views

  50. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515,
    • 28 replies
    • 4.8k views
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