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401(k) Plans

19,321 topics in this forum

  1. Permissive Aggregation

    By justatester,   
    • 1 reply
    • 2.6k views

  2. Fees For Filing 1099-R to IRS Late

    By metsfan026,
    • 1 reply
    • 496 views

  3. Design-based Safe Harbor Allocations

    By Fred Payne,
    • 1 reply
    • 1.7k views

  4. Ineligible Participants

    By Guest susa,
    • 1 reply
    • 957 views

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

    By Guest mecboo,
    • 1 reply
    • 1.2k views

  6. Testing - Plan Amendment

    By wmyer,
    • 1 reply
    • 1.1k views

  7. Compensation Exclusions

    By Guest moltengater,
    • 1 reply
    • 1.5k views

  8. fees reimbursed by plan

    By Guest anne1,
    • 1 reply
    • 1.2k views

  9. Change in NRA for Money Purchase Plans

    By Guest Madison,
    • 1 reply
    • 1.2k views

  10. Controlled Group - One Plan

    By PFranckowiak,
    • 1 reply
    • 1.1k views

  11. Top Heavy Contributions

    By Dazednconfused,
    • 1 reply
    • 842 views

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

    By Belgarath,
    • 1 reply
    • 898 views

  13. Day Care Center Related to a Church

    By coleboy,
    • 1 reply
    • 542 views

  14. 401k and Employer stock

    By Guest halka,
    • 1 reply
    • 1.5k views

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

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

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

    By KateSmithPA,
    • 1 reply
    • 1.5k views

  17. Catch Up Contributions

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

  18. match & top heavy min

    By Guest greggi39,
    • 1 reply
    • 1.4k views

  19. 5307 question

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

  20. ACP test for some Safe Harbor Plans

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

  21. Automatic Enrollment under PPA

    By PMC,
    • 1 reply
    • 1.6k views

  22. Returns of 415 excesses

    By BG5150,
    • 1 reply
    • 1.1k views

  23. coverge questions when controlled group includes Canadian Company

    By jkharvey,
    • 1 reply
    • 797 views

  24. Definition of Participant for purpose of distributing the SAR

    By Pammie57,
    • 1 reply
    • 683 views

  25. "First" Plan Year for 401 k Plan

    By Guest LWYRRCM,
    • 1 reply
    • 1.9k views

  26. Excise tax on excess contributions

    By nancy,
    • 1 reply
    • 1.9k views

  27. Multiple Use Test

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

  28. safe harbor deemed not top-heavy

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

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

    By Brian Gallagher,
    • 1 reply
    • 1.4k views

  30. permissive aggregation - 2 plans with different eligibility

    By Santo Gold,
    • 1 reply
    • 1.3k views

  31. Roth IRA's

    By MBCarey,
    • 1 reply
    • 1.1k views

  32. 410(b) testing of 403(b) and 401(k) plans of related entities

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

  33. Plan Expenses

    By Randy Watson,
    • 1 reply
    • 1.3k views

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

    By Francis,
    • 1 reply
    • 1.5k views

  35. Non profit with subsidiaries

    By Jim Chad,
    • 1 reply
    • 898 views

  36. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 489 views

  37. Schedule A Regs

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

  38. Cross tested allocation

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

  39. Employer nonelective or matching contributions as Roth

    By Belgarath,
    • 1 reply
    • 445 views

  40. 501(c)(3) adopt a 401(k) Plan?

    By Guest Bob Lees,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  41. No money withheld on distribution

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

  42. Trap for the unwary?

    By Brenda Wren,
    • 1 reply
    • 1.4k views

  43. hardhip distribution from employer match?

    By Guest kerisa,
    • 1 reply
    • 1.1k views

  44. Custodial Guarantee - no loss for fraud

    By Erik Read,
    • 1 reply
    • 1.9k views

  45. Mandatory W/Holding States

    By austin3515,
    • 1 reply
    • 1.2k views

  46. Need reality check - mulitple matching schedules allowed if testing passed?

    By ERISAatty,
    • 1 reply
    • 1.2k views

  47. DOL changse PN

    By Monica Barnard,
    • 1 reply
    • 982 views

  48. When does eligible compensation start?

    By AlbanyConsultant,
    • 1 reply
    • 1.3k views

  49. Client using Prime + 0

    By austin3515,
    • 1 reply
    • 839 views
    • Guest
    • Guest

  50. What type of EIN to get for Solo 401K?

    By GregJ,
    • 1 reply
    • 1.8k views
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