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401(k) Plans

19,412 topics in this forum

  1. Hardship Withdraw - property taxes

    By mehmgo,
    • 5 replies
    • 11.6k views

  2. Ineligible employee deferred

    By cdavis25,
    • 1 reply
    • 1.1k views

  3. 408b disclosure on Brokerage accounts

    By Jim Chad,
    • 2 replies
    • 1.1k views

  4. IRS audit and eligibility definition

    By pmacduff,
    • 4 replies
    • 1.4k views

  5. compensation disclosures for Investment advisor per 408b

    By Jim Chad,
    • 2 replies
    • 1k views

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

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

  7. hardship - purchase of a residence

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

  8. Foreign withholding at source

    By jkharvey,
    • 2 replies
    • 1.2k views

  9. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.2k views

  10. Self Employed Deduction of Contributions

    By austin3515,
    • 6 replies
    • 1.7k views

  11. RMD and Roth Contributions

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

  12. Participant Benefit Statements

    By Guest Pennysaver,
    • 12 replies
    • 3k views

  13. Prorate Max Comp Limit?

    By austin3515,
    • 4 replies
    • 1.2k views

  14. Form 5330

    By justatester,
    • 3 replies
    • 2.2k views

  15. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1.1k views

  16. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.6k views

  17. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 7.2k views

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

    By Jim Chad,
    • 2 replies
    • 1.1k views

  19. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.3k views

  20. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 793 views

  21. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.6k views

  22. US Citizens Working Abroad

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

  23. Authorization to Use Prototype

    By austin3515,
    • 1 reply
    • 880 views

  24. SO confused ~ SH 3% + Disc Match

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

  25. 1040 Schedule C 401k Election

    By austin3515,
    • 2 replies
    • 1.2k views

  26. Testing for aggregated plans

    By Kevin C,
    • 8 replies
    • 1.5k views

  27. Cancelled Trust ID Number

    By jeff77,
    • 2 replies
    • 1.2k views

  28. hardship distributions and tax withholding

    By Guest cbclark,
    • 2 replies
    • 2.8k views

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

    By Guest Holly Foster,
    • 2 replies
    • 4.6k views

  30. Crazy Match for those over 50

    By justatester,
    • 4 replies
    • 1.1k views

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

    By holdco,
    • 5 replies
    • 1.7k views

  32. penalty tax on late distribution for failed test.

    By Tom Poje,
    • 1 reply
    • 1.2k views

  33. Rental Income

    By Guest John P.,
    • 3 replies
    • 1.9k views

  34. Limits for Individual covered by multiple plans

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

  35. Top Heavy Minimum + Maternity Leave

    By Stash026,
    • 1 reply
    • 1.1k views

  36. Employer match posted as employee deferral

    By Guest Quacka,
    • 1 reply
    • 1.1k views

  37. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515,
    • 28 replies
    • 5.3k views

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

    By BG5150,
    • 1 reply
    • 1.2k views

  39. Catch-up Contribution and max profit sharing

    By emmetttrudy,
    • 2 replies
    • 1.8k views

  40. Partial Termination

    By austin3515,
    • 14 replies
    • 1.6k views

  41. Predecessor Employer and new employees

    By kwalified,
    • 1 reply
    • 1.4k views

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

    By holdco,
    • 14 replies
    • 8.3k views

  43. Top Heavy Key Employee Partnership K1 Wages

    By jmartin,
    • 3 replies
    • 1.7k views

  44. Distribution request from HCE

    By Dan,
    • 2 replies
    • 871 views

  45. Allocations in Excess of 415 Limit

    By Gruegen,
    • 29 replies
    • 16.5k views

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

    By Jim Chad,
    • 6 replies
    • 1.3k views

  47. Excess Contribution

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

  48. 401K Roll over without spousal consent

    By Guest J.D.,
    • 12 replies
    • 39.1k views
    • Guest
    • Guest

  49. IRA and 401k

    By Gadgetfreak,
    • 7 replies
    • 1.5k views

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

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