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401(k) Plans

19,275 topics in this forum

  1. Bottom-Up QNEC for a restructured plan?

    By Guest Denise Clark,
    • 1 reply
    • 1.5k views

  2. EPCRS and missed deferrals

    By blue,
    • 3 replies
    • 1.5k views

  3. Sole Proprietor, HCEs and Attribution

    By imchipbrown,
    • 4 replies
    • 1.5k views

  4. Form 5500 Participant Report Line 7b or 7c

    By Madison71,
    • 1 reply
    • 1.5k views

  5. hardship distributions

    By Guest Jan C,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  6. Failed Tests, removing money by 3/15

    By Guest Noidy,
    • 1 reply
    • 1.5k views

  7. OK to add a year end employment requirement?

    By Guest Phil L.,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  8. company stock

    By Guest maac3,
    • 4 replies
    • 1.5k views

  9. EACA - automatic enrollment

    By k man,
    • 2 replies
    • 1.5k views

  10. 20% WH on Loans

    By Guest PCI,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  11. Refusal to make a PS contribution by a division of an ER

    By ldr,   
    • 18 replies
    • 1.5k views

  12. Trans Continental/Louis Pearlman

    By Guest Dan Shea,
    • 4 replies
    • 1.5k views
    • Guest
    • Guest

  13. Conversion held hostage by a participant

    By JohnEPNFP,
    • 8 replies
    • 1.5k views

  14. SH nonelective maybe

    By Bird,
    • 3 replies
    • 1.5k views

  15. Safe Harbor Nonelective Contributions

    By 12AX7,
    • 10 replies
    • 1.5k views

  16. Confusion with Short Plan Year Audit and 2023 Audit Rule Changes

    By TN CPA,
    • 2 replies
    • 1.5k views

  17. Lost Beneficiary

    By Guest ccl,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  18. what is the maximum percentage a participant can deduct in a 401(k) pl

    By Guest Tara Curran,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  19. Transfer of 401K to IRA

    By jlf,
    • 3 replies
    • 1.5k views

  20. Loans - Safe Harbor Reasons

    By PainPA,
    • 4 replies
    • 1.5k views

  21. 401(k) Contribution Correction - Prohibited Deferrals

    By MGOAdmin,   
    • 0 replies
    • 1.5k views

  22. Recordkeeper collecting asset based fees.

    By SRP,
    • 2 replies
    • 1.5k views

  23. After Tax - safe Harbor for Testing

    By Guest mkelly,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  24. Prior Year ACP testing but no match made in prior year

    By Lori Foresz,
    • 4 replies
    • 1.5k views

  25. Reliance on Advisory Letter-Volume Plan-Affiliated Service Group

    By lkpittman,
    • 3 replies
    • 1.5k views

  26. Safe Harbor 3% NE

    By Guest Powers,
    • 2 replies
    • 1.5k views

  27. Implication of Eligibility Amendment

    By Stash026,
    • 4 replies
    • 1.5k views

  28. Participant Loans - First payment

    By Gilmore,
    • 4 replies
    • 1.5k views

  29. C Corp to S Corp - Possible impact on Defined Contribution Plan?

    By nsfpsp,
    • 11 replies
    • 1.5k views

  30. Resigning from case

    By k man,
    • 4 replies
    • 1.5k views

  31. 410(b) coverage testing for SLOBS

    By Guest Thornton,
    • 2 replies
    • 1.5k views

  32. OK for employer to hold employees' 401(k) contributions in a separate

    By Guest scott shoe,
    • 1 reply
    • 1.5k views

  33. Was I wrong?

    By goldtpa,
    • 3 replies
    • 1.5k views

  34. Timing of Safe Harbor Contribution & Tax Deduction

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

  35. penalty tax for failed adp test

    By Tom Poje,
    • 3 replies
    • 1.5k views

  36. Vesting in Affiliated Service Group

    By Guest,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  37. Partial Termination

    By Guest wwest,
    • 2 replies
    • 1.5k views
    • Guest
    • Guest

  38. ACP & MULTIPLE USE CORRECTION

    By Guest PWBAer,
    • 3 replies
    • 1.5k views

  39. An employer gave a safe-harbor notice in August 1999 with a 10/01/99 s

    By Guest,
    • 7 replies
    • 1.5k views

  40. use of the "maybe" notice still permitted

    By Earl,
    • 9 replies
    • 1.5k views

  41. Help with unsolicited distribution

    By Guest wetdog,
    • 0 replies
    • 1.5k views
    • Guest
    • Guest

  42. Defaulted loans and tax basis

    By FAPInJax,
    • 0 replies
    • 1.5k views

  43. First year of company and HCE determination

    By Guest smhjr,
    • 1 reply
    • 1.5k views

  44. Missed Deferral Opportunity/Match - QNEC deposit

    By TPApril,
    • 4 replies
    • 1.5k views

  45. Rolling traditional 401k to Roth 401k - Tax Question

    By Guest cjsmith,
    • 9 replies
    • 1.5k views

  46. 404 limit for Money Purchase and 401(k) safe harbor plans.

    By Richard Anderson,
    • 1 reply
    • 1.5k views

  47. BRO-SIS CONTROLLED GROUP(3 companies 1 401(k))issues for new company and existing

    By Lori H,
    • 1 reply
    • 1.5k views

  48. Ethics CPE

    By austin3515,
    • 12 replies
    • 1.5k views

  49. Single Participant 401(k) Documents

    By WDIK,
    • 2 replies
    • 1.5k views
    • Alf
    • Alf

  50. Rationale as to why loans are not permitted to owner-employees

    By Guest Martha A. Hayner,
    • 1 reply
    • 1.5k views
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