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401(k) Plans

19,334 topics in this forum

  1. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson,
    • 1 reply
    • 1.5k views
    • MGB
    • MGB

  2. adp test with llc owner with negative k-1

    By MR,
    • 1 reply
    • 1.1k views

  3. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

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

  4. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

    By Guest Dash04,
    • 1 reply
    • 1.1k views

  5. Does a QNEC also satisfy top heavy?

    By Guest Sponias,
    • 1 reply
    • 4.9k views

  6. Application of "Plan limit" to catch ups when plan has post tax & pre tax

    By Guest RGlaser,
    • 1 reply
    • 1.1k views

  7. Basic - ND issue that I can't figure out

    By Guest Mrilaomt,
    • 1 reply
    • 1.1k views

  8. Top Heavy Contribution

    By Guest jetfaninmn,
    • 1 reply
    • 1.2k views

  9. Solo-401(k) questions

    By Guest BruceC,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  10. non-publicly traded stock

    By gregburst,
    • 1 reply
    • 1.8k views

  11. Controlled Group Safe Harbor Plans with Different PLan Terms

    By Lame Duck,
    • 1 reply
    • 1.2k views

  12. Permissive Aggregation

    By justatester,   
    • 1 reply
    • 2.6k views

  13. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 506 views

  14. Design-based Safe Harbor Allocations

    By Fred Payne,
    • 1 reply
    • 1.7k views

  15. Ineligible Participants

    By Guest susa,
    • 1 reply
    • 958 views

  16. Law Firm partner who also owns 50% of another corporation

    By Guest mecboo,
    • 1 reply
    • 1.2k views

  17. Testing - Plan Amendment

    By wmyer,
    • 1 reply
    • 1.1k views

  18. Compensation Exclusions

    By Guest moltengater,
    • 1 reply
    • 1.5k views

  19. fees reimbursed by plan

    By Guest anne1,
    • 1 reply
    • 1.2k views

  20. Change in NRA for Money Purchase Plans

    By Guest Madison,
    • 1 reply
    • 1.2k views

  21. Controlled Group - One Plan

    By PFranckowiak,
    • 1 reply
    • 1.1k views

  22. Top Heavy Contributions

    By Dazednconfused,
    • 1 reply
    • 845 views

  23. Plan uses prior year testing, change to top 20% election

    By Belgarath,
    • 1 reply
    • 899 views

  24. Day Care Center Related to a Church

    By coleboy,
    • 1 reply
    • 551 views

  25. 401k and Employer stock

    By Guest halka,
    • 1 reply
    • 1.5k views

  26. Applying 415 limit to a Profit Sharing contribution in a 401(k) plan -

    By John A,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  27. Participant receive too much money on failure of discrimination test

    By KateSmithPA,
    • 1 reply
    • 1.6k views

  28. Catch Up Contributions

    By Guest jalbee,
    • 1 reply
    • 1.4k views
    • MGB
    • MGB

  29. match & top heavy min

    By Guest greggi39,
    • 1 reply
    • 1.4k views

  30. 5307 question

    By Guest PMiller,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  31. ACP test for some Safe Harbor Plans

    By Guest ERIC STRAND,
    • 1 reply
    • 2.4k views

  32. Automatic Enrollment under PPA

    By PMC,
    • 1 reply
    • 1.6k views

  33. Returns of 415 excesses

    By BG5150,
    • 1 reply
    • 1.1k views

  34. coverge questions when controlled group includes Canadian Company

    By jkharvey,
    • 1 reply
    • 802 views

  35. Definition of Participant for purpose of distributing the SAR

    By Pammie57,
    • 1 reply
    • 689 views

  36. "First" Plan Year for 401 k Plan

    By Guest LWYRRCM,
    • 1 reply
    • 1.9k views

  37. Excise tax on excess contributions

    By nancy,
    • 1 reply
    • 1.9k views

  38. Multiple Use Test

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

  39. safe harbor deemed not top-heavy

    By Guest ERIC STRAND,
    • 1 reply
    • 2k views

  40. Do you physically have to do a Top Heavy test?

    By Brian Gallagher,
    • 1 reply
    • 1.4k views

  41. permissive aggregation - 2 plans with different eligibility

    By Santo Gold,
    • 1 reply
    • 1.3k views

  42. Roth IRA's

    By MBCarey,
    • 1 reply
    • 1.1k views

  43. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  44. Plan Expenses

    By Randy Watson,
    • 1 reply
    • 1.3k views

  45. Employer does not want to pay a match on bonus money paid

    By Francis,
    • 1 reply
    • 1.5k views

  46. Non profit with subsidiaries

    By Jim Chad,
    • 1 reply
    • 902 views

  47. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 489 views

  48. Schedule A Regs

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

  49. Cross tested allocation

    By Guest Jane Freeman,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  50. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 453 views
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