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401(k) Plans

19,502 topics in this forum

  1. Key Employee

    By Jilliandiz,
    • 1 reply
    • 1.3k views

  2. Flat Match

    By Guest jetfaninmn,
    • 3 replies
    • 2.1k views

  3. 401(a)(4) Testing

    By Guest LCOLLINS,
    • 8 replies
    • 3.1k views

  4. Easy Plan Term / 5310 Question

    By fiona1,
    • 9 replies
    • 2.7k views

  5. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren,
    • 7 replies
    • 3.3k views

  6. Prefunded Profit Sharing in excess of allocable

    By Guest Moira,
    • 2 replies
    • 1.9k views

  7. Discretionary Match

    By Guest bluesky,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  8. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006,
    • 7 replies
    • 3.3k views

  9. SH Match....TH pass

    By Basically,
    • 9 replies
    • 2.5k views

  10. New 401k with existing SEP

    By Guest TrustMe401k,
    • 1 reply
    • 1.1k views

  11. Safe Harbor Mid Year Plan Merger

    By PMC,
    • 11 replies
    • 4.2k views

  12. Roth 401k Qualified Distributions

    By Guest BXO,
    • 7 replies
    • 2.2k views
    • Guest
    • Guest

  13. excess deferrals

    By Felicia,
    • 3 replies
    • 1.9k views

  14. REAL ESTATE - RESPA

    By Guest AlyssaC,
    • 3 replies
    • 1.4k views

  15. Excess contributions in off-calendar plan

    By Guest DTromb,
    • 2 replies
    • 1.4k views
    • Guest
    • Guest

  16. Incorrect Deferral and Matching Allocations

    By mming,
    • 0 replies
    • 1.3k views

  17. Distribution to Resident Alien

    By Guest abajeb,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  18. Mid-year safe harbor 401(k) change

    By Guest Rae,
    • 1 reply
    • 1.5k views

  19. Life Insurance Distributions

    By austin3515,
    • 0 replies
    • 1.2k views

  20. Harship Distribution

    By Jilliandiz,
    • 2 replies
    • 1.7k views

  21. Salary Research

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

  22. Exclusions in a Safe Harbor 401(k) Plan

    By Guest facade,
    • 12 replies
    • 10.7k views
    • Guest
    • Guest

  23. Excel formula to determine basic safe harbor match

    By Guest Bear,
    • 2 replies
    • 24.2k views
    • Guest
    • Guest

  24. ADP testing failing - any suggestions?

    By Guest terric,
    • 6 replies
    • 1.7k views
    • MR
    • MR

  25. Employer Matching in December, Withdrawls, Loans

    By Guest archimedes_pie,
    • 15 replies
    • 2.9k views
    • MR
    • MR

  26. Mandatory cash out (IRA) question

    By k man,
    • 4 replies
    • 1.6k views

  27. Top Heavy Question

    By wsp,
    • 4 replies
    • 3k views
    • wsp
    • wsp

  28. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince,
    • 1 reply
    • 1.3k views

  29. Distribution Fees

    By Guest TPA Guy,
    • 1 reply
    • 1.2k views

  30. Small Balance & Distribution Fees

    By Guest CindyB,
    • 1 reply
    • 1.8k views

  31. 401k

    By Guest lskin,
    • 3 replies
    • 1.6k views

  32. Simple IRA / 401(k)

    By Guest moltengater,
    • 1 reply
    • 1.2k views

  33. Hardship Withdrawal

    By Guest M.A.,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  34. 3% SHNEC

    By SMB,
    • 2 replies
    • 2.4k views

  35. Automatic enrollment

    By katieinny,
    • 3 replies
    • 1.5k views

  36. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  37. Payroll Administrator Forgot to deduct loan payments

    By Guest justbetmd,
    • 3 replies
    • 2.6k views

  38. LATE CONTRIBUTION, 5330, VFCP

    By Guest cxs,
    • 1 reply
    • 1.9k views

  39. Limiting HCE Deferrals through Corporate Resolution

    By Guest psgross,
    • 5 replies
    • 1.9k views

  40. Form 5330 - Excise tax on late deposit of deferrals

    By MarZDoates,
    • 5 replies
    • 4.3k views

  41. Timing of Amendment

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 10 replies
    • 2.2k views

  42. Forfeitures and Coverage Testing

    By DTH,
    • 1 reply
    • 1.4k views

  43. 401(k) contribution limits and health benefits

    By Guest paytaxesforusa,
    • 3 replies
    • 9.2k views

  44. Discontinue add'l fixed match in SH plan

    By Guest GandJ,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  45. Testing order

    By wsp,
    • 5 replies
    • 2.1k views

  46. Autoenrollment Implementation

    By alexa,
    • 0 replies
    • 1.3k views

  47. Control Group Transfer

    By Guest padmin,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  48. Switch from ADP/ACP to SH

    By Guest SDPension,
    • 1 reply
    • 1.3k views

  49. timing of profit sharing contribution for related employers

    By k man,
    • 8 replies
    • 2.6k views

  50. 501(c)3 Plan

    By Guest lgm,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest
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