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401(k) Plans

19,413 topics in this forum

  1. Self Employeed

    By Jilliandiz,
    • 2 replies
    • 1.2k views

  2. Spin-off

    By rlb64,
    • 0 replies
    • 1.4k views

  3. Amendment of traditional 401(k) to make it safe harbor

    By movedon,
    • 1 reply
    • 1.2k views

  4. 401k Excess deferrals to much

    By alexa,
    • 0 replies
    • 1.1k views

  5. Corrective Distribution

    By Guest Giovanni,
    • 1 reply
    • 1.3k views

  6. ADP testing and Otherwise Excludable EEs

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

  7. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  8. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw,
    • 4 replies
    • 1.5k views

  9. Control Group and Non-Profit Entities

    By Guest abajeb,
    • 2 replies
    • 2.3k views

  10. RMD

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 3 replies
    • 1.5k views

  11. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com,
    • 2 replies
    • 1.4k views

  12. RMD's

    By Guest Twinky,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  13. TOP HEAVY TEST

    By Guest DP in CA,
    • 3 replies
    • 2.4k views
    • Guest
    • Guest

  14. Failed ADP/ACP Testing

    By Guest DP in CA,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  15. Correction of Excess Match

    By Guest dstran,
    • 1 reply
    • 1.3k views

  16. Non-resident Aliens

    By Nate X,
    • 5 replies
    • 6k views

  17. TOP Heavy Contributions

    By Guest DP in CA,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  18. Testing requirements for employer with more than 1 plan

    By Guest anne1,
    • 4 replies
    • 1.7k views
    • Guest
    • Guest

  19. service weighted allocation and the gateway test

    By Santo Gold,
    • 20 replies
    • 4.5k views

  20. Earned Income Calculation

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

  21. Plan Aggregation

    By Guest jim williams,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  22. funding 401k before paydate

    By Guest lindamichals,
    • 1 reply
    • 2.1k views

  23. Roth 401(k) Assets to Pay Plan Expenses

    By Jean,
    • 1 reply
    • 1.3k views

  24. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA,
    • 2 replies
    • 2k views

  25. Immediate eligibility ADP testing

    By Sully,
    • 12 replies
    • 4.5k views

  26. a way to avoid a plan audit?

    By betheeg,
    • 19 replies
    • 7.6k views

  27. Overpayment of Safe Harbor Match

    By ERISA1,
    • 2 replies
    • 2.2k views

  28. Deferred Sales Charges in Terminating Plan

    By Guest tbreedlove,
    • 5 replies
    • 1.8k views

  29. "Unlinking" a wrap plan from a 401(k) plan

    By Guest gaham,
    • 3 replies
    • 1.4k views
    • Guest
    • Guest

  30. 401(k) with no NHCE deferring

    By Stash026,
    • 13 replies
    • 4k views

  31. Is a single participant plan an ERISA plan?

    By Guest HDM,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  32. Using Plan Assets to Pay Fees

    By Guest jefe96,
    • 1 reply
    • 1.3k views

  33. ADP testing

    By rlb64,
    • 2 replies
    • 2k views

  34. Matching Catchup Contributions

    By Guest jae3207,
    • 10 replies
    • 3.6k views
    • Guest
    • Guest

  35. Exclusion of eligible employees and QNEC's

    By Sully,
    • 0 replies
    • 1.4k views

  36. Money Purchase to Profit Sharing (k)

    By PMC,
    • 1 reply
    • 1.1k views

  37. Separate Elgibility for Part-Timers

    By Guest cxs,
    • 1 reply
    • 1.3k views

  38. Compensation issue

    By Guest jetfaninmn,
    • 2 replies
    • 1.6k views

  39. Top Heavy Coverage Test

    By blue,
    • 6 replies
    • 3.1k views

  40. ADP Testing Method Amendment ?

    By Leopurrd,
    • 12 replies
    • 4k views

  41. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 9 replies
    • 3.8k views

  42. Contribution to a Terminated Participant?

    By Archimage,
    • 3 replies
    • 1.5k views

  43. Client with more than 1 union plan ADP testing

    By Guest anne1,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  44. Plan is top heavy, and then Key EE takes a dist

    By Santo Gold,
    • 3 replies
    • 1.4k views

  45. Short plan year & 1000 hour rule for share of PS

    By Guest Julie Woulfe,
    • 2 replies
    • 2.2k views

  46. Control Group and Covered Comp

    By Guest abajeb,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  47. 401K taking a massive beating due to no job...

    By Guest bill545,
    • 3 replies
    • 1.8k views

  48. Safe Harbor match & top heavy

    By Santo Gold,
    • 3 replies
    • 2.5k views

  49. ACP Test Exclusions

    By Leopurrd,
    • 3 replies
    • 2.2k views

  50. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62,
    • 4 replies
    • 4.9k views
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