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401(k) Plans

19,490 topics in this forum

  1. ACP testing failure

    By pmacduff,
    • 21 replies
    • 6.3k views

  2. Control Group

    By Guest elang,
    • 4 replies
    • 1.2k views

  3. How fix failed coverage test when 100% benefitting?

    By Guest TaxedToDeath,
    • 1 reply
    • 1.9k views

  4. Inaccurate notice of benefit from SSA

    By Guest johnpetrancosta,
    • 15 replies
    • 5.6k views

  5. Ethics

    By Dan,
    • 1 reply
    • 1.2k views

  6. top heavy calculation

    By Guest ghal,
    • 5 replies
    • 3.3k views
    • Guest
    • Guest

  7. controlled group

    By pmacduff,
    • 15 replies
    • 2.7k views

  8. top heavy exemption or not

    By Gary,
    • 2 replies
    • 2.1k views

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

    By austin3515,
    • 9 replies
    • 1.5k views

  10. SE Income

    By Guest donl,
    • 4 replies
    • 1.9k views

  11. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE,
    • 2 replies
    • 2.4k views
    • Guest
    • Guest

  12. service provider disclosure

    By Scuba 401,
    • 2 replies
    • 1.2k views

  13. Money Type

    By Guest jkhan,
    • 4 replies
    • 1.6k views
    • Guest
    • Guest

  14. cross testing and gateway

    By Gary,
    • 0 replies
    • 1.2k views

  15. RMD - death

    By mehmgo,
    • 1 reply
    • 1.1k views

  16. Your thoughts on elig

    By doombuggy,
    • 1 reply
    • 1.1k views

  17. Key employee determination

    By Guest KRettler,
    • 2 replies
    • 2.6k views

  18. Debit Cash Balance in Trust Account

    By Guest Bosco108,
    • 3 replies
    • 1.2k views

  19. Match Formula

    By Logan401,
    • 1 reply
    • 985 views

  20. Rollovers for Non-REsponders - Plan Term

    By austin3515,
    • 5 replies
    • 1.2k views

  21. Controlled Group and Coverage Testing

    By justatester,
    • 5 replies
    • 2.3k views

  22. ADP Testing

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

  23. Plan-Imposed Limit on 401(k)

    By Doghouse,
    • 13 replies
    • 3.3k views

  24. Content Requirement for Safe Harbor Notice

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

  25. No Beneficiary on File

    By JKW,
    • 3 replies
    • 1.4k views

  26. Equivalent Vesting

    By RRB,
    • 1 reply
    • 1.3k views

  27. Life insurance on partner

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

  28. corrective amendment

    By Gary,
    • 4 replies
    • 2.4k views

  29. Hardship Withdraw - property taxes

    By mehmgo,
    • 5 replies
    • 12k views

  30. Ineligible employee deferred

    By cdavis25,
    • 1 reply
    • 1.1k views

  31. 408b disclosure on Brokerage accounts

    By Jim Chad,
    • 2 replies
    • 1.2k views

  32. IRS audit and eligibility definition

    By pmacduff,
    • 4 replies
    • 1.5k views

  33. compensation disclosures for Investment advisor per 408b

    By Jim Chad,
    • 2 replies
    • 1.2k views

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

    By 401king,
    • 3 replies
    • 1.3k views
    • GMK
    • GMK

  35. hardship - purchase of a residence

    By Scuba 401,
    • 6 replies
    • 1.9k views
    • GMK
    • GMK

  36. Foreign withholding at source

    By jkharvey,
    • 2 replies
    • 1.3k views

  37. Top Heavy

    By Guest elang,
    • 4 replies
    • 1.3k views

  38. Self Employed Deduction of Contributions

    By austin3515,
    • 6 replies
    • 1.9k views

  39. RMD and Roth Contributions

    By Guest Michele Ciz,
    • 2 replies
    • 1.6k views

  40. Participant Benefit Statements

    By Guest Pennysaver,
    • 12 replies
    • 3.3k views

  41. Prorate Max Comp Limit?

    By austin3515,
    • 4 replies
    • 1.3k views

  42. Form 5330

    By justatester,
    • 3 replies
    • 2.3k views

  43. Top Heavy Correction Question

    By Madison71,
    • 0 replies
    • 1.1k views

  44. QSLOBs and top-heavy testing

    By Guest phy401k,
    • 1 reply
    • 1.6k views

  45. Reallocation of forfeitures

    By AJ North,
    • 5 replies
    • 7.5k views

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

    By Jim Chad,
    • 2 replies
    • 1.2k views

  47. Terminated Plan and audit requirement

    By cpc0506,
    • 1 reply
    • 1.4k views

  48. Conversion to VS Doc

    By Guest elang,
    • 1 reply
    • 837 views

  49. Controlled Group - Am I missing something?

    By seatpa,
    • 8 replies
    • 1.8k views

  50. US Citizens Working Abroad

    By ERISA-Bubs,
    • 4 replies
    • 2.4k views
    • Guest
    • Guest
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