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401(k) Plans

19,451 topics in this forum

  1. Failed ADP Test

    By goldtpa,
    • 8 replies
    • 2.9k views

  2. ADP and ACP Testing

    By JRN,
    • 0 replies
    • 929 views
    • JRN
    • JRN

  3. Employer behind depositing deferrals

    By RayJJohnsonJr,
    • 2 replies
    • 1k views

  4. Control Group issue

    By MaryM,
    • 7 replies
    • 1.5k views

  5. loan payments

    By JKW,
    • 1 reply
    • 935 views

  6. LLC Units as Qualifying Employer Securities

    By ERISA25,
    • 1 reply
    • 1.4k views

  7. Safe Harbor Notice

    By Guest BWNWE,
    • 1 reply
    • 905 views
    • GMK
    • GMK

  8. Amending a STandardized Plan

    By austin3515,
    • 5 replies
    • 1.2k views

  9. Safe harbor wait and see approach with coverage issue

    By Guest matt2800,
    • 0 replies
    • 895 views
    • Guest
    • Guest

  10. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz,
    • 1 reply
    • 978 views

  11. QNEC & QMAC

    By austin3515,
    • 6 replies
    • 1.9k views

  12. Roth conversions within 401(k)

    By Guest KRS401k,
    • 28 replies
    • 5.7k views

  13. Voluntary Fiduciary Compliance Program

    By bevfair,
    • 3 replies
    • 1.1k views

  14. Davis Bacon and plan expenses

    By John Feldt ERPA CPC QPA,
    • 4 replies
    • 1.8k views

  15. timing of excess aggregate distributions

    By Guest Betsy Oakey,
    • 1 reply
    • 922 views

  16. Using Matching Contributions in ADP Test

    By Guest lizano,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  17. Missing Participants Terminated Plans

    By Guest roseadmin,
    • 0 replies
    • 794 views
    • Guest
    • Guest

  18. Union Sponsored 401k

    By Guest MS TPA,
    • 6 replies
    • 1.5k views
    • Guest
    • Guest

  19. 401k Loan and Severance Pay

    By oriecat,
    • 2 replies
    • 9.1k views

  20. Control Group Determination

    By pixmax,
    • 14 replies
    • 2.7k views

  21. Plan Design Question

    By Spencer,
    • 6 replies
    • 1.2k views

  22. Dual Eligibility

    By justatester,
    • 1 reply
    • 1.2k views

  23. Form 5330 Reporting Excise Tax Due

    By MBCarey,
    • 1 reply
    • 1.2k views

  24. American Co that has Canadian satalite office

    By doombuggy,
    • 1 reply
    • 951 views

  25. Non spouse Beneficiary

    By Nassau,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  26. Roth In-Plan Conversion

    By Guest emcelroy,
    • 1 reply
    • 886 views
    • Guest
    • Guest

  27. 401k in service rollover

    By Gary,
    • 1 reply
    • 1.2k views
    • GMK
    • GMK

  28. Summary Annual Report (SAR)

    By Nassau,
    • 3 replies
    • 6.9k views
    • GMK
    • GMK

  29. Employer Funding Requirements

    By Nassau,
    • 1 reply
    • 1.1k views

  30. Employer Funding Requirements

    By Nassau,
    • 0 replies
    • 895 views

  31. Client that is a bank

    By austin3515,
    • 3 replies
    • 1k views

  32. Loan failure withholding issue

    By Guest EBcounsel,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  33. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

    By katieinny,
    • 0 replies
    • 797 views

  34. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

    By Sully,
    • 15 replies
    • 10k views

  35. 410(b)(6)(C) transition period

    By Guest usafa89,
    • 0 replies
    • 2.5k views
    • Guest
    • Guest

  36. RMD

    By JKW,
    • 2 replies
    • 1.1k views
    • JKW
    • JKW

  37. Top-Heavy Question

    By Guest Cinadr,
    • 19 replies
    • 4.2k views

  38. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H,
    • 7 replies
    • 1.3k views

  39. True-ups for only participants hitting 402(g)

    By Guest JB517,
    • 5 replies
    • 2.3k views

  40. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia,
    • 5 replies
    • 1.2k views

  41. 414s Compensation

    By Guest Michele Ciz,
    • 1 reply
    • 2k views

  42. Brokerage Account in 401k Plan

    By cpc0506,
    • 13 replies
    • 1.9k views

  43. 401k profit sharing plan term

    By Gary,
    • 2 replies
    • 1.1k views

  44. Automatic Enrollment

    By PMC,
    • 1 reply
    • 1k views

  45. Roth Distributions

    By Nassau,
    • 1 reply
    • 1.2k views

  46. Involuntary Roth cashouts

    By Nassau,
    • 0 replies
    • 959 views

  47. Elective Deferrals

    By Nassau,
    • 3 replies
    • 1.2k views

  48. Safe Harbor Plan - Adopting Employer

    By austin3515,
    • 1 reply
    • 1.6k views

  49. Administrative Fees

    By Nassau,
    • 1 reply
    • 994 views
    • GMK
    • GMK

  50. Predessor service and entry date

    By 30Rock,
    • 4 replies
    • 1.2k views
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