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401(k) Plans

19,321 topics in this forum

  1. Controlled Group and Coverage Testing

    By justatester,
    • 5 replies
    • 2.1k views

  2. ADP Testing

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

  3. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3k views

  4. Content Requirement for Safe Harbor Notice

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

  5. No Beneficiary on File

    By JKW,
    • 3 replies
    • 1.2k views

  6. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.2k views

  7. Life insurance on partner

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

  8. corrective amendment

    By Gary,
    • 4 replies
    • 2.1k views

  9. Hardship Withdraw - property taxes

    By mehmgo,
    • 5 replies
    • 11.1k views

  10. Ineligible employee deferred

    By cdavis25,
    • 1 reply
    • 1.1k views

  11. 408b disclosure on Brokerage accounts

    By Jim Chad,
    • 2 replies
    • 1.1k views

  12. IRS audit and eligibility definition

    By pmacduff,
    • 4 replies
    • 1.3k views

  13. compensation disclosures for Investment advisor per 408b

    By Jim Chad,
    • 2 replies
    • 1k views

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

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

  15. hardship - purchase of a residence

    By Scuba 401,
    • 6 replies
    • 1.7k views
    • GMK
    • GMK

  16. Foreign withholding at source

    By jkharvey,
    • 2 replies
    • 1.2k views

  17. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.1k views

  18. Self Employed Deduction of Contributions

    By austin3515,
    • 6 replies
    • 1.6k views

  19. RMD and Roth Contributions

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

  20. Participant Benefit Statements

    By Guest Pennysaver,
    • 12 replies
    • 2.9k views

  21. Prorate Max Comp Limit?

    By austin3515,
    • 4 replies
    • 1.2k views

  22. Form 5330

    By justatester,
    • 3 replies
    • 2.1k views

  23. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1k views

  24. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.5k views

  25. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 6.9k views

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

    By Jim Chad,
    • 2 replies
    • 1.1k views

  27. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.2k views

  28. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 775 views

  29. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.5k views

  30. US Citizens Working Abroad

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

  31. Authorization to Use Prototype

    By austin3515,
    • 1 reply
    • 858 views

  32. SO confused ~ SH 3% + Disc Match

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

  33. 1040 Schedule C 401k Election

    By austin3515,
    • 2 replies
    • 1.1k views

  34. Testing for aggregated plans

    By Kevin C,
    • 8 replies
    • 1.4k views

  35. Cancelled Trust ID Number

    By jeff77,
    • 2 replies
    • 1.2k views

  36. hardship distributions and tax withholding

    By Guest cbclark,
    • 2 replies
    • 2.6k views

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

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

  38. Crazy Match for those over 50

    By justatester,
    • 4 replies
    • 1.1k views

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

    By holdco,
    • 5 replies
    • 1.6k views

  40. penalty tax on late distribution for failed test.

    By Tom Poje,
    • 1 reply
    • 1.2k views

  41. Rental Income

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

  42. Limits for Individual covered by multiple plans

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

  43. Top Heavy Minimum + Maternity Leave

    By Stash026,
    • 1 reply
    • 1.1k views

  44. Employer match posted as employee deferral

    By Guest Quacka,
    • 1 reply
    • 1.1k views

  45. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515,
    • 28 replies
    • 4.9k views

  46. Loan payments--extra accrued interest in this case?

    By BG5150,
    • 1 reply
    • 1.2k views

  47. Catch-up Contribution and max profit sharing

    By emmetttrudy,
    • 2 replies
    • 1.8k views

  48. Partial Termination

    By austin3515,
    • 14 replies
    • 1.6k views

  49. Predecessor Employer and new employees

    By kwalified,
    • 1 reply
    • 1.3k views

  50. Rollover of terminated money purchase plan balances into 401(k)

    By holdco,
    • 14 replies
    • 7.6k views
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