Jump to content

401(k) Plans

19,321 topics in this forum

  1. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522,
    • 1 reply
    • 1.3k views

  2. Is my math correct for deduction/415(c)?

    By Jakyasar,
    • 3 replies
    • 511 views

  3. Is my one-participant 401(k) out of compliance? I want to terminate it.

    By sify iway,
    • 3 replies
    • 710 views

  4. Is my salary included for deduction limit?

    By Jakyasar,
    • 12 replies
    • 1.4k views

  5. Is my salary part of the deduction limit?

    By Jakyasar,
    • 12 replies
    • 754 views

  6. Is New Comparability Formula Creating a CODA?

    By Susan S.,
    • 1 reply
    • 1.3k views

  7. Is normal retirement age a protected benefit?

    By Guest UKH,
    • 2 replies
    • 5.2k views

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

    By Guest nmendicott,
    • 8 replies
    • 3k views

  9. Is rev proc 2013-12 the latest EPCRS?

    By Jim Chad,
    • 3 replies
    • 738 views

  10. Is reversion a prohibited transaction in the truest sense of the word?

    By Guest SBlack,
    • 1 reply
    • 1.9k views

  11. Is Rollover Considered In Top Heavy

    By Guest good2brich,
    • 1 reply
    • 1.2k views

  12. Is rollover money exempt from the 10% penalty?

    By ldr,   
    • 17 replies
    • 2.4k views
    • ldr
    • ldr

  13. Is rounding by an investment company normal?

    By DMcGovern,
    • 11 replies
    • 1.7k views

  14. Is SIMPLE IRA successor to term'd 401(k)

    By Kathy,
    • 4 replies
    • 1.8k views
    • Guest
    • Guest

  15. Is some of the interest on deemed loan taxable when account is all paid out?

    By Jim Chad,
    • 3 replies
    • 986 views

  16. Is Some PEP trust account information private?

    By With Appreciation....,
    • 2 replies
    • 803 views

  17. Is spousal consent needed?

    By Guest JBeck,
    • 1 reply
    • 1.7k views

  18. Is Spousal Consent Required for All Distributions From A DC Plan?

    By metsfan026,
    • 17 replies
    • 4.8k views

  19. Is spousal consent required to make required mimimum distributions?

    By Guest MikeD,
    • 4 replies
    • 2.8k views
    • Guest
    • Guest

  20. Is terminating the plan the way to stop an obligation for an employer-provided contribution?

    By Peter Gulia,
    • 1 reply
    • 635 views

  21. Is testing necessary if plan satisfies QACA?

    By taxllm,
    • 3 replies
    • 936 views

  22. Is TH minimum triggered if partner ends year with no comp

    By jkharvey,
    • 2 replies
    • 1.1k views

  23. Is the 1000 hours participation rule only an IRC requirement, or is it

    By Guest maria jose,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  24. Is the addition of an adopting employer (creates a MEP) allowed mid year for SH Plan

    By jkharvey,
    • 3 replies
    • 699 views

  25. Is the annual deferral limit pro-rated if plan adopted mid-year?

    By Guest Tara Curran,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  26. Is the annual limit prorated in a money purchase pension plan for a sh

    By Guest Tara Curran,
    • 22 replies
    • 3.9k views

  27. Is the calculation method used for correcting the failed test incompatible with the test failed?

    By dragondon,
    • 6 replies
    • 667 views

  28. Is the effective date on the enrollment form a big deal? What about the amount to be deferred?

    By Guest DIGMYDOG,
    • 4 replies
    • 1.2k views

  29. Is the maximum limit for a non-profit's employees 25% as opposed to us

    By Guest victor,
    • 1 reply
    • 1.4k views

  30. Is the plan sponsor required to retain old Summary Plan Descriptions?

    By Guest mo again,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  31. Is the plan top-heavy?

    By PensionNewbee,
    • 15 replies
    • 1.9k views

  32. Is the Top Heavy Minimum being met?

    By Guest Powers,
    • 1 reply
    • 1.2k views

  33. Is there a 12 month requirement when adding SH coda to a PS?

    By Jim Chad,
    • 2 replies
    • 995 views

  34. Is there a choice of "3(16)" service providers?

    By Peter Gulia,   
    • 14 replies
    • 2.3k views

  35. Is there a common practice for the threshold of HCE's and when you should think about Top Heavy

    By dragondon,
    • 5 replies
    • 812 views

  36. Is there a GUST Model Plan Amendment, and if so, where can I get it?

    By Guest T L Williamson,
    • 5 replies
    • 1.7k views

  37. Is there a Match True up? Which comp to use?

    By jmartin,
    • 1 reply
    • 664 views

  38. Is there a problem where the trustee owns employer stock when it is al

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

  39. Is there a prohibited transaction exemption for this?

    By jkharvey,
    • 1 reply
    • 990 views

  40. Is there a reason to prefer a Roth IRA over a Roth 401(k)?

    By Peter Gulia,
    • 8 replies
    • 1.1k views

  41. Is there a time frame when an employer has to deposit your payroll ded

    By Guest KME,
    • 17 replies
    • 3.4k views

  42. Is there a waiting period or not (for testing)?

    By Guest user99,
    • 8 replies
    • 1.8k views
    • Guest
    • Guest

  43. Is there a way around match limits?

    By Guest kg78,
    • 8 replies
    • 1.5k views
    • GMK
    • GMK

  44. Is there a way to learn ADP/ACP testing on my own? Is there a book, or

    By Guest Kimberly Stewart,
    • 9 replies
    • 3.3k views
    • MR
    • MR

  45. Is there a way to structure a solo 401k plan to count pass through income as eligible income for either after tax or deferrals

    By dragondon,
    • 5 replies
    • 945 views

  46. Is there an exception to the multiple use test for a Plan amendment?

    By Lynn Campbell,
    • 1 reply
    • 1.3k views

  47. Is there any 401k rollover service?

    By Shuo,
    • 12 replies
    • 1.6k views

  48. Is there any big recordkeeper not using a Roth catch-up indicator?

    By Peter Gulia,
    • 7 replies
    • 878 views

  49. Is there any safe harbor.....

    By mphs77,
    • 3 replies
    • 968 views

  50. Is there any way to exclude a non owner dentist from TH and let him defer in a Sole Prop?

    By Jim Chad,
    • 7 replies
    • 1.4k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept