401(k) Plans

19,321 topics in this forum

1. IRS Audit

   By goldtpa, August 19, 2011
   • 4 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • August 20, 2011

2. IRS Audit

   By justatester, February 24, 2012
   • 7 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • February 24, 2012

3. IRS Audit

   By Soundbc1, December 19, 2015
   • 6 replies
   • 1.5k views
   • 
   • Bill Presson
   • December 21, 2015

4. IRS Audit

   By John Feldt ERPA CPC QPA, January 24, 2007
   • 8 replies
   • 2.7k views
   • 
   • John Feldt ERPA CPC QPA
   • April 25, 2007

5. IRS audit - auditor requires deferral elections before work is performed

   By John Feldt ERPA CPC QPA, April 1, 2009
   • 18 replies
   • 2.9k views
   • 
   • GMK
   • April 2, 2009

6. IRS Audit - missing original plan document

   By Guest ubpMR, May 2, 2002
   • 16 replies
   • 4.6k views
   • 
   • Mike Preston
   • May 6, 2002

7. IRS Audit - problem w/ Compensation Definition

   By Guest dmartin@swerdlin.net, October 16, 2007
   • 6 replies
   • 1.9k views
   • 
   • Tom Poje
   • November 7, 2007

8. IRS Audit / Ancient Missing Amendments

   By austin3515, May 23, 2016
   • 21 replies
   • 1.6k views
   • 
   • austin3515
   • May 26, 2016

9. IRS audit and eligibility definition

   By pmacduff, April 25, 2012
   • 4 replies
   • 1.3k views
   • 
   • pmacduff
   • April 26, 2012

10. IRS audit requests for 401k plan and or profit sharing

    By jeanh, May 27, 2025
    • 10 replies
    • 1.2k views
    • 
    • Bill Presson
    • June 1, 2025

11. IRS Audit with combined statement of PS and MPP

    By Jim Chad, November 30, 2007
    • 0 replies
    • 1k views
    • 
    • Jim Chad
    • November 30, 2007

12. IRS Audit- Power of Attorney

    By coleboy, August 29, 2019
    • 6 replies
    • 1.7k views
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    • Bird
    • August 30, 2019

13. IRS Audit: Agreement to Transfer 401k to 457(b)

    By Guest JRawls, October 10, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 10, 2006

14. IRS Clarifies IRS Notice 2007-7

    By jevd, February 13, 2007
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2007

15. IRS COLA Announement is Missing Something Important

    By austin3515, November 5, 2024
    • 12 replies
    • 1k views
    • 
    • Gilmore
    • November 6, 2024

16. IRS Compliance Check

    By Guest 4:15 Limit, June 1, 2010
    • 10 replies
    • 2.1k views
    • 
    • PensionPro
    • August 10, 2010

17. IRS Compliance Questions on late 5500-SF filings

    By ejohnke, March 3, 2025
    • 1 reply
    • 918 views
    • 
    • RatherBeGolfing
    • March 3, 2025

18. IRS Continues Its Trend Of Anti-Plan Sponsor Interpretations

    By austin3515, August 28, 2013
    • 15 replies
    • 1.8k views
    • 
    • Belgarath
    • September 3, 2013

19. IRS deleting trust EINs

    By Kimberly S, February 7, 2008
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2008

20. IRS Determination Letter

    By Guest Emiliano, May 23, 2000
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 23, 2000

21. IRS EGTRRA list of M&P and VS plans

    By Kevin C, January 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • Kevin C
    • January 4, 2010

22. IRS Field Auditor decides not to make issue of...

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2010

23. IRS Filing Requirements

    By dragondon, September 7, 2023
    • 9 replies
    • 1.4k views
    • 
    • RatherBeGolfing
    • September 12, 2023

24. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515, January 18, 2017
    • 3 replies
    • 553 views
    • 
    • RatherBeGolfing
    • January 18, 2017

25. IRS Form 872-H - Is there a link to this Form?

    By rocknrolls2, February 27, 2017
    • 0 replies
    • 1.1k views
    • 
    • rocknrolls2
    • February 27, 2017

26. IRS guidance for Catch-Up contributions and for Auto Enrollment scheduled to be published next week

    By Paul I, January 10, 2025
    • 0 replies
    • 495 views
    • 
    • Paul I
    • January 10, 2025

27. IRS Guidance on Safe-Harbor 401(k)'s

    By chris, January 7, 2000
    • 2 replies
    • 1.3k views
    • 
    • chris
    • January 8, 2000

28. IRS guidance on treatment of employer funds used to buy out plan's annuity contract surrender charges

    By Guest jusducki, September 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • September 17, 2003

29. IRS information request regarding unreasonable compensation

    By 7806akp, January 16, 2014
    • 7 replies
    • 1.2k views
    • 
    • austin3515
    • January 16, 2014

30. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker, November 9, 2018
    • 7 replies
    • 848 views
    • 
    • Peter Gulia
    • November 14, 2018

31. IRS Late notices

    By justanotheradmin, October 22, 2013   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • 8955-ssa
    • 5 replies
    • 1.8k views
    • 
    • PainPA
    • January 13, 2014

32. IRS Letter for Late Filing

    By KevinMc, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

33. IRS Levy on 401-k Plan

    By Guest pstowers, February 18, 2000
    • 6 replies
    • 5k views
    • 
    • Guest
    • January 8, 2009

34. IRS Levy Question

    By Guest Barker, March 29, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • March 29, 2002

35. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 4.6k views
    • 
    • austin3515
    • August 21, 2014

36. IRS Mailing

    By Guest philc, June 25, 2003
    • 0 replies
    • 916 views
    • 
    • Guest
    • June 25, 2003

37. IRS Matching 1120's and 5500's

    By austin3515, March 18, 2014
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • March 18, 2014

38. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 27, 2007

39. IRS News Flash on IRA Rollovers

    By Scott, March 2, 2005
    • 10 replies
    • 2.7k views
    • 
    • JDuns
    • March 4, 2005

40. IRS Notice 2000-11

    By Guest [Pat M], February 11, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2000

41. IRS Notice 2000-3

    By Guest LKHartnett, November 4, 2002
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • November 5, 2002

42. IRS Notice 2008-13

    By R. Butler, August 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2008

43. IRS Notice 88-56

    By Guest RetirementGeek, April 11, 2005
    • 4 replies
    • 5.3k views
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    • jevd
    • April 12, 2005

44. IRS Notice 98-1 and 3% NHCE Percentage for PY

    By Guest Edward McElroy, November 9, 1998
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • November 13, 1998

45. IRS notice re: Fidelity Bond

    By Earl, January 8, 2014
    • 3 replies
    • 2.8k views
    • 
    • masteff
    • January 17, 2014

46. IRS notices

    By Guest Dan Shea, July 13, 2011
    • 1 reply
    • 1k views
    • 
    • EBDI
    • July 13, 2011

47. IRS Penalties

    By Guest Michael Anderson, July 27, 2001
    • 6 replies
    • 1.9k views
    • 
    • R. Butler
    • July 30, 2001

48. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner, September 24, 2013
    • 6 replies
    • 4.6k views
    • 
    • Tom Poje
    • September 25, 2013

49. IRS Pension Plan Burden Survey

    By austin3515, May 7, 2019
    • 4 replies
    • 671 views
    • 
    • loserson
    • May 8, 2019

50. IRS Plan Audit

    By Guest jim williams, May 31, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • June 1, 2001