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401(k) Plans

19,299 topics in this forum

  1. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1k views

  2. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.5k views

  3. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 6.8k views

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

    By Jim Chad,
    • 2 replies
    • 1k views

  5. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.2k views

  6. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 769 views

  7. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.5k views

  8. US Citizens Working Abroad

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

  9. Authorization to Use Prototype

    By austin3515,
    • 1 reply
    • 852 views

  10. SO confused ~ SH 3% + Disc Match

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

  11. 1040 Schedule C 401k Election

    By austin3515,
    • 2 replies
    • 1.1k views

  12. Testing for aggregated plans

    By Kevin C,
    • 8 replies
    • 1.4k views

  13. Cancelled Trust ID Number

    By jeff77,
    • 2 replies
    • 1.1k views

  14. hardship distributions and tax withholding

    By Guest cbclark,
    • 2 replies
    • 2.6k views

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

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

  16. Crazy Match for those over 50

    By justatester,
    • 4 replies
    • 1.1k views

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

    By holdco,
    • 5 replies
    • 1.6k views

  18. penalty tax on late distribution for failed test.

    By Tom Poje,
    • 1 reply
    • 1.2k views

  19. Rental Income

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

  20. Limits for Individual covered by multiple plans

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

  21. Top Heavy Minimum + Maternity Leave

    By Stash026,
    • 1 reply
    • 1.1k views

  22. Employer match posted as employee deferral

    By Guest Quacka,
    • 1 reply
    • 1.1k views

  23. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515,
    • 28 replies
    • 4.8k views

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

    By BG5150,
    • 1 reply
    • 1.2k views

  25. Catch-up Contribution and max profit sharing

    By emmetttrudy,
    • 2 replies
    • 1.8k views

  26. Partial Termination

    By austin3515,
    • 14 replies
    • 1.6k views

  27. Predecessor Employer and new employees

    By kwalified,
    • 1 reply
    • 1.3k views

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

    By holdco,
    • 14 replies
    • 7.4k views

  29. Top Heavy Key Employee Partnership K1 Wages

    By jmartin,
    • 3 replies
    • 1.7k views

  30. Distribution request from HCE

    By Dan,
    • 2 replies
    • 832 views

  31. Allocations in Excess of 415 Limit

    By Gruegen,
    • 29 replies
    • 16.1k views

  32. S corp can make deferrals through April 15th?

    By Jim Chad,
    • 6 replies
    • 1.3k views

  33. Excess Contribution

    By Guest elang,
    • 0 replies
    • 827 views
    • Guest
    • Guest

  34. 401K Roll over without spousal consent

    By Guest J.D.,
    • 12 replies
    • 37.3k views
    • Guest
    • Guest

  35. IRA and 401k

    By Gadgetfreak,
    • 7 replies
    • 1.4k views

  36. General Test for Fiscal Year Contribution in Calendar Year Plan

    By Guest kmp52001,
    • 0 replies
    • 903 views
    • Guest
    • Guest

  37. Bonuses in Safe Harbor Plans

    By Madison71,
    • 8 replies
    • 8.5k views

  38. Cross Tested plan with Prevailing Wage

    By Guest noans,
    • 0 replies
    • 970 views
    • Guest
    • Guest

  39. comp limits and payroll issues

    By K2retire,
    • 5 replies
    • 1.2k views

  40. Calendar year plan with fiscal year PS allocation

    By Guest justatester2,
    • 0 replies
    • 831 views
    • Guest
    • Guest

  41. Effect of EPCRS and ability to automatic cashout terminated employees

    By Guest benefitsnewbie,
    • 2 replies
    • 1.2k views

  42. Hardship Withdrawal Documentation

    By Guest caseyb,
    • 3 replies
    • 4.8k views

  43. Compensation question

    By fiona1,
    • 3 replies
    • 1.2k views

  44. 401K Plans -- Prohibited Transactions

    By Guest John P.,
    • 0 replies
    • 843 views
    • Guest
    • Guest

  45. ADP

    By Guest elang,
    • 4 replies
    • 891 views
    • Guest
    • Guest

  46. Phantom Stock

    By alexa,
    • 6 replies
    • 2.5k views

  47. How Many Key Employees in the Group?

    By 12AX7,
    • 3 replies
    • 946 views

  48. Form 5330

    By 52626,
    • 1 reply
    • 1.6k views

  49. Carve out base on hours

    By Guest Benny Guy,
    • 7 replies
    • 1.2k views

  50. 1099 Contractor or Leased Employee

    By austin3515,
    • 12 replies
    • 10.4k views
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