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401(k) Plans

19,424 topics in this forum

  1. ACP earnings

    By Guest Phil Schwartz,
    • 3 replies
    • 1.7k views

  2. ECPRS correction procedure - crossing tax years

    By Guest andrea16,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  3. Company starts a new 401(k) plan

    By Santo Gold,
    • 11 replies
    • 2.7k views

  4. EXCESS MATCH

    By Lori H,
    • 0 replies
    • 1.6k views

  5. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  6. Late SH plan amendment

    By DTH,
    • 4 replies
    • 1.9k views

  7. Super Safe Harbor 401(k)

    By Guest GoldenBear03,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  8. "Counterproductive actions" hardship distribution provision

    By namealreadyinuse,
    • 2 replies
    • 1.9k views

  9. Plan Eligibility

    By Guest Bob Lees,
    • 3 replies
    • 1.3k views
    • Guest
    • Guest

  10. Fail ADP with Plan Limit

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

  11. Safe Harbor Eligibility

    By Guest dstran,
    • 3 replies
    • 2.2k views

  12. Self Employeed

    By Jilliandiz,
    • 2 replies
    • 1.2k views

  13. Spin-off

    By rlb64,
    • 0 replies
    • 1.5k views

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

    By movedon,
    • 1 reply
    • 1.2k views

  15. 401k Excess deferrals to much

    By alexa,
    • 0 replies
    • 1.1k views

  16. Corrective Distribution

    By Guest Giovanni,
    • 1 reply
    • 1.3k views

  17. ADP testing and Otherwise Excludable EEs

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

  18. Failed ADP - Recharacterization

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

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

    By Guest rickw,
    • 4 replies
    • 1.5k views

  20. Control Group and Non-Profit Entities

    By Guest abajeb,
    • 2 replies
    • 2.4k views

  21. RMD

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

  22. Termination of 401(k) holding annuities

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

  23. RMD's

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

  24. TOP HEAVY TEST

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

  25. Failed ADP/ACP Testing

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

  26. Correction of Excess Match

    By Guest dstran,
    • 1 reply
    • 1.3k views

  27. Non-resident Aliens

    By Nate X,
    • 5 replies
    • 6.1k views

  28. TOP Heavy Contributions

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

  29. Testing requirements for employer with more than 1 plan

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

  30. service weighted allocation and the gateway test

    By Santo Gold,
    • 20 replies
    • 4.6k views

  31. Earned Income Calculation

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

  32. Plan Aggregation

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

  33. funding 401k before paydate

    By Guest lindamichals,
    • 1 reply
    • 2.1k views

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

    By Jean,
    • 1 reply
    • 1.3k views

  35. Change of the Timing of Distributions

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

  36. Immediate eligibility ADP testing

    By Sully,
    • 12 replies
    • 4.5k views

  37. a way to avoid a plan audit?

    By betheeg,
    • 19 replies
    • 7.6k views

  38. Overpayment of Safe Harbor Match

    By ERISA1,
    • 2 replies
    • 2.2k views

  39. Deferred Sales Charges in Terminating Plan

    By Guest tbreedlove,
    • 5 replies
    • 1.8k views

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

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

  41. 401(k) with no NHCE deferring

    By Stash026,
    • 13 replies
    • 4k views

  42. Is a single participant plan an ERISA plan?

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

  43. Using Plan Assets to Pay Fees

    By Guest jefe96,
    • 1 reply
    • 1.3k views

  44. ADP testing

    By rlb64,
    • 2 replies
    • 2k views

  45. Matching Catchup Contributions

    By Guest jae3207,
    • 10 replies
    • 3.7k views
    • Guest
    • Guest

  46. Exclusion of eligible employees and QNEC's

    By Sully,
    • 0 replies
    • 1.4k views

  47. Money Purchase to Profit Sharing (k)

    By PMC,
    • 1 reply
    • 1.1k views

  48. Separate Elgibility for Part-Timers

    By Guest cxs,
    • 1 reply
    • 1.3k views

  49. Compensation issue

    By Guest jetfaninmn,
    • 2 replies
    • 1.6k views

  50. Top Heavy Coverage Test

    By blue,
    • 6 replies
    • 3.1k views
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