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401(k) Plans

19,491 topics in this forum

  1. Change to an Excluded Class

    By Guest andmik,
    • 3 replies
    • 2.9k views

  2. Forced distributions timing

    By Guest BarbaraB,
    • 4 replies
    • 2k views

  3. ADP/ACP

    By justatester,
    • 3 replies
    • 1.3k views

  4. Short Plan Year solution to reinstating Safe Harbor mid-year?

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

  5. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25,
    • 0 replies
    • 1k views

  6. Permissive aggregation for coverage

    By fiona1,
    • 1 reply
    • 2.6k views

  7. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB,
    • 1 reply
    • 2.5k views

  8. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB,
    • 6 replies
    • 1.5k views

  9. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay,
    • 1 reply
    • 1.2k views

  10. Plan contributions

    By Gary,
    • 5 replies
    • 1.4k views

  11. Record Keeping Fee Application

    By Guest andmik,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  12. Diversification Notice

    By Guest shaul,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  13. Failure to Withhold Elected Deferral

    By oriecat,
    • 6 replies
    • 1.8k views

  14. Additional Form 5330

    By Guest koo,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  15. Freezing a 401k Plan

    By pixmax,
    • 5 replies
    • 11.5k views
    • Guest
    • Guest

  16. ERPA Exam Sample Test Question

    By Dennis Povloski,
    • 12 replies
    • 4.4k views

  17. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos,
    • 4 replies
    • 4.4k views

  18. Failure to contribute SH 3%

    By Brenda Wren,
    • 8 replies
    • 2k views
    • Guest
    • Guest

  19. Paperless Enrollment

    By SRP,
    • 0 replies
    • 1.2k views

  20. Loans

    By Alex Daisy,
    • 11 replies
    • 6.8k views

  21. Cost of Full Scope Audit?

    By SFSD,
    • 1 reply
    • 1.7k views

  22. Top Paid Group

    By Guest elang,
    • 8 replies
    • 3.5k views
    • Guest
    • Guest

  23. Valuation & Distribution Timing

    By Dazednconfused,
    • 2 replies
    • 1.3k views

  24. Distribution to foreign citizen

    By ombskid,
    • 0 replies
    • 1.2k views

  25. Self directed plan

    By Guest Tony Ramsey,
    • 4 replies
    • 1.3k views

  26. Contribution Crediting Rules under Section 415

    By Guest CharlieLaur,
    • 1 reply
    • 1.1k views

  27. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia,
    • 6 replies
    • 1.5k views

  28. Top heavy

    By Guest Sieve,
    • 22 replies
    • 2.4k views
    • Guest
    • Guest

  29. Control Group determination

    By cdavis25,
    • 1 reply
    • 1.3k views

  30. Deadline for recharacterizing excess deferrals

    By MWeddell,
    • 2 replies
    • 1.7k views

  31. 401(k) to 403(b)

    By R. Butler,
    • 0 replies
    • 1.1k views

  32. beneficiary designation form

    By ERISA25,
    • 0 replies
    • 1.4k views

  33. Deduction

    By JBones,
    • 1 reply
    • 993 views

  34. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher,
    • 9 replies
    • 3.4k views

  35. StepChild

    By 30Rock,
    • 15 replies
    • 7.6k views

  36. Bizarre Allocation Method

    By austin3515,
    • 2 replies
    • 1.5k views

  37. "otherwise excludable" ADP testing and cross-testing

    By Craig Garner,
    • 2 replies
    • 1.9k views
    • Guest
    • Guest

  38. Credential Sharing is Here...

    By austin3515,
    • 32 replies
    • 5.3k views

  39. Amending a safe harbor plan mid year

    By oldman,
    • 7 replies
    • 14.1k views

  40. 401k audit

    By Guest VEBAPLAN,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  41. Match contribution

    By fiona1,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. DFVCP & IRS Penalties on late 5500

    By Dennis Povloski,
    • 4 replies
    • 3.1k views

  43. No Assets, No 5500

    By Guest MS TPA,
    • 7 replies
    • 2.4k views

  44. Coverage-General Testing

    By justatester,
    • 9 replies
    • 1.7k views

  45. Top Heavy Calculation

    By Guest JLecas,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  46. Plan fails ADP test, but no refunds

    By BG5150,
    • 6 replies
    • 1.6k views

  47. state tax withholding

    By JKW,
    • 1 reply
    • 2.2k views

  48. Is payroll end plan-year considered "calendar-year"?

    By Guest nmendicott,
    • 8 replies
    • 3.8k views

  49. Matching By Payroll Period - No True Ups

    By Dennis Povloski,
    • 8 replies
    • 2.6k views

  50. Spousal Consent

    By JKW,
    • 4 replies
    • 1.7k views
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