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401(k) Plans

19,384 topics in this forum

  1. controlled group

    By pmacduff,
    • 15 replies
    • 2.3k views

  2. top heavy exemption or not

    By Gary,
    • 2 replies
    • 2k views

  3. Pension Auditors are Better than the DOL give credit for!

    By austin3515,
    • 9 replies
    • 1.3k views

  4. SE Income

    By Guest donl,
    • 4 replies
    • 1.8k views

  5. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE,
    • 2 replies
    • 2.2k views
    • Guest
    • Guest

  6. service provider disclosure

    By Scuba 401,
    • 2 replies
    • 1.1k views

  7. Money Type

    By Guest jkhan,
    • 4 replies
    • 1.4k views
    • Guest
    • Guest

  8. cross testing and gateway

    By Gary,
    • 0 replies
    • 1k views

  9. RMD - death

    By mehmgo,
    • 1 reply
    • 978 views

  10. Your thoughts on elig

    By doombuggy,
    • 1 reply
    • 1k views

  11. Key employee determination

    By Guest KRettler,
    • 2 replies
    • 2.3k views

  12. Debit Cash Balance in Trust Account

    By Guest Bosco108,
    • 3 replies
    • 1.1k views

  13. Match Formula

    By Logan401,
    • 1 reply
    • 899 views

  14. Rollovers for Non-REsponders - Plan Term

    By austin3515,
    • 5 replies
    • 1.1k views

  15. Controlled Group and Coverage Testing

    By justatester,
    • 5 replies
    • 2.1k views

  16. ADP Testing

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

  17. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3k views

  18. Content Requirement for Safe Harbor Notice

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 2.6k views

  19. No Beneficiary on File

    By JKW,
    • 3 replies
    • 1.2k views

  20. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.2k views

  21. Life insurance on partner

    By Guest charlesperry,
    • 4 replies
    • 1.3k views
    • Guest
    • Guest

  22. corrective amendment

    By Gary,
    • 4 replies
    • 2.2k views

  23. Hardship Withdraw - property taxes

    By mehmgo,
    • 5 replies
    • 11.5k views

  24. Ineligible employee deferred

    By cdavis25,
    • 1 reply
    • 1.1k views

  25. 408b disclosure on Brokerage accounts

    By Jim Chad,
    • 2 replies
    • 1.1k views

  26. IRS audit and eligibility definition

    By pmacduff,
    • 4 replies
    • 1.4k views

  27. compensation disclosures for Investment advisor per 408b

    By Jim Chad,
    • 2 replies
    • 1k views

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

    By 401king,
    • 3 replies
    • 1.2k views
    • GMK
    • GMK

  29. hardship - purchase of a residence

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

  30. Foreign withholding at source

    By jkharvey,
    • 2 replies
    • 1.2k views

  31. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.2k views

  32. Self Employed Deduction of Contributions

    By austin3515,
    • 6 replies
    • 1.7k views

  33. RMD and Roth Contributions

    By Guest Michele Ciz,
    • 2 replies
    • 1.4k views

  34. Participant Benefit Statements

    By Guest Pennysaver,
    • 12 replies
    • 2.9k views

  35. Prorate Max Comp Limit?

    By austin3515,
    • 4 replies
    • 1.2k views

  36. Form 5330

    By justatester,
    • 3 replies
    • 2.1k views

  37. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1.1k views

  38. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.6k views

  39. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 7.1k views

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

    By Jim Chad,
    • 2 replies
    • 1.1k views

  41. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.3k views

  42. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 787 views

  43. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.6k views

  44. US Citizens Working Abroad

    By ERISA-Bubs,
    • 4 replies
    • 2.2k views
    • Guest
    • Guest

  45. Authorization to Use Prototype

    By austin3515,
    • 1 reply
    • 872 views

  46. SO confused ~ SH 3% + Disc Match

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

  47. 1040 Schedule C 401k Election

    By austin3515,
    • 2 replies
    • 1.2k views

  48. Testing for aggregated plans

    By Kevin C,
    • 8 replies
    • 1.4k views

  49. Cancelled Trust ID Number

    By jeff77,
    • 2 replies
    • 1.2k views

  50. hardship distributions and tax withholding

    By Guest cbclark,
    • 2 replies
    • 2.7k views
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