Jump to content

401(k) Plans

19,317 topics in this forum

  1. Failed testing

    By Guest LSULLIVAN,
    • 13 replies
    • 3.1k views

  2. Shutting down a Solo 401k - 5500-EZ question

    By Jolly G,
    • 13 replies
    • 3.4k views

  3. Trustee Refusing To Approve Distribution

    By Stash026,
    • 13 replies
    • 2.8k views

  4. 402(g) Excess (all Roth) not taken--loophole?

    By BG5150,
    • 13 replies
    • 1.7k views

  5. prior year ACP testing when zero match in prior year

    By Guest DIGMYDOG,
    • 13 replies
    • 3.5k views

  6. ADP Test & Catch-up Contributions

    By Danny CPA,
    • 13 replies
    • 8k views

  7. ADP/ACP Test

    By Guest Jason37,
    • 13 replies
    • 8.4k views

  8. 401k Participation

    By Guest ADP,
    • 13 replies
    • 2.9k views
    • Guest
    • Guest

  9. Non-Partner 401(k) Contributions & Earned Income

    By Nate X,
    • 13 replies
    • 4.7k views

  10. No matching on Roth?

    By ch1719,
    • 13 replies
    • 3.7k views

  11. Plan Sponsor For Years Over Contributed to 401(k)

    By Cardscrazy,   
    • 13 replies
    • 1.7k views

  12. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 2.5k views

  13. illegal participants

    By Guest Betsy Oakey,
    • 13 replies
    • 2.2k views
    • Guest
    • Guest

  14. Fiscal Year Catch-Up

    By Kevin C,
    • 13 replies
    • 3.3k views

  15. Leave Cash Outs

    By Guest Pitch78,
    • 13 replies
    • 5.4k views

  16. Maximum Suspension for Hardship Distribution

    By bvhea,
    • 13 replies
    • 3.4k views

  17. New Plan Salary Deferral Timeline

    By AdKu,   
    • 13 replies
    • 2.1k views

  18. Mandatory Roth Catch Up related

    By Jakyasar,
    • 13 replies
    • 1k views

  19. missing participant in an ongoing PS/401(k) plan

    By Guest jigpsu100,
    • 13 replies
    • 3.2k views
    • Guest
    • Guest

  20. Solo 401(k)-Never Funded-Terminating-Filing Required?

    By jala,
    • 13 replies
    • 2.3k views

  21. Deferrals erroneously withheld from bonuses, not remitted to plan

    By cheersmate,   
    • 13 replies
    • 1.7k views

  22. Roth Rollover to Plan that doesn't have Roth

    By karl,
    • 13 replies
    • 2.1k views

  23. $0 W-2 wages deferred $9,000

    By jsample,
    • 13 replies
    • 1.2k views

  24. Older partner wants to max out PS contribution, younger partner wants cash

    By Guest Bearlee,
    • 13 replies
    • 2k views
    • Guest
    • Guest

  25. Solo k for Sole Proprietor - Computation of Contributions for Proprietor Based on Earned Income

    By rocknrolls2,
    • 13 replies
    • 2.6k views

  26. Can a company force HCEs in middle mgt to limit contributions, so that the plan will pass testing, while allowing upper mgmt to take full advantage of contribution limits (they are paid enough to max

    By Guest grafals,
    • 13 replies
    • 2k views
    • ljr
    • ljr

  27. New Comp Plans - 5% Gateway

    By Guest AJM 34,
    • 13 replies
    • 3.2k views
    • Guest
    • Guest

  28. Suspending the SH Match

    By coleboy,
    • 13 replies
    • 1.5k views

  29. Mandatory Auto Enrollment Workaround

    By austin3515,
    • 13 replies
    • 1.9k views

  30. 401K Top Heavy Testing

    By ML68,
    • 13 replies
    • 2k views
    • ACK
    • ACK

  31. Partial plan term for participating ER?

    By justanotheradmin,
    • 13 replies
    • 3.2k views

  32. must be a full moon tonight

    By wsp,
    • 13 replies
    • 2.5k views
    • Guest
    • Guest

  33. Hardship Distribution for Purchase of Multiplex Building

    By cathgrace,   
    • 13 replies
    • 1.1k views

  34. Overpayment to terminated participant

    By Guest Thom Shumosic,CFP,
    • 13 replies
    • 7k views

  35. Withholding on hardship distributions

    By Jim Chad,
    • 13 replies
    • 10.2k views

  36. Eligibility

    By pmacduff,
    • 13 replies
    • 3.5k views

  37. In a safe-harbor plan, do you even need to get compensation?

    By Guest bonzo,
    • 13 replies
    • 1.9k views

  38. File Retention

    By Guest bernverd,
    • 13 replies
    • 2.8k views
    • Guest
    • Guest

  39. Match True up when doc says per payroll?

    By Jim Chad,
    • 13 replies
    • 4k views

  40. 8955-SSA

    By austin3515,
    • 13 replies
    • 3.3k views

  41. Missing Participant IRA's

    By austin3515,
    • 13 replies
    • 2.9k views

  42. Shifting Question - 403b for HCEs and 401k for NHCEs

    By austin3515,
    • 13 replies
    • 1.3k views

  43. participant mistakenly elected to defer too much

    By Scuba 401,
    • 13 replies
    • 2.4k views

  44. Individual/solo 401k plan sequence number

    By BGLA,
    • 13 replies
    • 4.9k views
    • NV
    • NV

  45. Individual Brokerage 401k

    By Bruce1,
    • 13 replies
    • 1.1k views

  46. hce or nhce?

    By Lori H,
    • 13 replies
    • 4.5k views

  47. Nonbenefits employees

    By austin3515,
    • 13 replies
    • 1.6k views

  48. 2004 Payroll Error

    By Guest ActuaryWannabe,
    • 13 replies
    • 2.7k views
    • Guest
    • Guest

  49. Contributions and matching after 401(a)(17) limit has been reached?

    By MD-Benefits Guy,
    • 13 replies
    • 1.5k views

  50. 401k Deferral election made after entry date

    By DDB BN,
    • 13 replies
    • 4.6k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept