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401(k) Plans

19,321 topics in this forum

  1. Is a sign-on bonus plan compensation?

    By Guest youngt,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  2. ADP/ACP testing plan that becomes multiple employer mid-year

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

  3. Excluded Clases and CalSavers Retirement Savings Trust Act

    By Fibonacci,
    • 1 reply
    • 517 views

  4. OK for employer to hold employees' 401(k) contributions in a separate

    By Guest scott shoe,
    • 1 reply
    • 1.5k views

  5. Recommendations sought for solo 401(k) auditor

    By blguest,   
    • 1 reply
    • 886 views

  6. 401(k) Safe Harbor Nonelective Contribution

    By Guest TAG,
    • 1 reply
    • 1.4k views

  7. Amend SH notice?

    By Guest AndyL,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  8. Excluding Statutorily Excludable EEs from QNECs

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

  9. Improper Distribution by the owner

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 1.3k views

  10. New company - 410 issue

    By Guest skc,
    • 1 reply
    • 1.1k views

  11. Collectively bargained employees in 401(k) plan

    By jlea,
    • 1 reply
    • 1.6k views

  12. Automatic enrollment guide from DOL and IRS

    By Tom Poje,
    • 1 reply
    • 1.4k views

  13. Loan Policy

    By 52626,
    • 1 reply
    • 1.2k views

  14. Solo 401(k) Deduction

    By bzorc,
    • 1 reply
    • 388 views

  15. Key Employee Definition

    By Guest PWBAer,
    • 1 reply
    • 2.6k views

  16. include earnings in 5330 late ADP refund calc?

    By AlbanyConsultant,
    • 1 reply
    • 555 views

  17. Top Heavy Term Plan Question

    By Hoard1,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  18. EGTRRA re: top heavy calc

    By Brenda Wren,
    • 1 reply
    • 1.5k views

  19. Participating Employer wants to start own plan

    By Guest Dee Kratz,
    • 1 reply
    • 1.3k views

  20. Rollover of after-tax

    By FundeK,
    • 1 reply
    • 1.2k views

  21. RMDs not taken due to family attribution error

    By Guest ChopperPilot,
    • 1 reply
    • 1.5k views

  22. Design-based safe harbor notice to participants

    By Lori Friedman,
    • 1 reply
    • 1.3k views

  23. Frozen PS Plans

    By Guest SuzieQNEC,
    • 1 reply
    • 1.2k views

  24. Amendment Timing

    By Stash026,
    • 1 reply
    • 1k views
    • Guest
    • Guest

  25. Cost of Full Scope Audit?

    By SFSD,
    • 1 reply
    • 1.5k views

  26. Used wrong ADP Testing Period

    By 52626,
    • 1 reply
    • 1k views

  27. Excess Matching Contribution

    By ac,
    • 1 reply
    • 1k views

  28. Controlled Group - Minor Child becomes Adult

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

  29. Spin off and protected benefits

    By cpc0506,
    • 1 reply
    • 766 views

  30. 401(k) vesting for classes

    By Guest Robert Lees,
    • 1 reply
    • 2k views

  31. Datair connection issues?

    By ldr,
    • 1 reply
    • 547 views

  32. 401(k) safe harbor

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

  33. ADP/ACP testing when liberal eligibility requirements are provided for

    By Guest Matt@HSC,
    • 1 reply
    • 1.9k views
    • Guest
    • Guest

  34. Investment Expense Reimbursible?

    By imchipbrown,
    • 1 reply
    • 1.4k views

  35. 1099 IC Employee for Part of 2023-

    By ratherbereading,
    • 1 reply
    • 617 views

  36. What forms or initial actions need to be taken by plan sponsor with th

    By Guest Mark Manning,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  37. Record Retention

    By Guest Mike Schwing,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  38. Termination of 401(h) plan- not sure how to distribute 401(h) assets

    By Guest schneiderdowns,
    • 1 reply
    • 1.5k views

  39. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  40. Limiting participation in Individually Directed Accounts within a 401(k)

    By Guest GoldenBear03,
    • 1 reply
    • 1.1k views

  41. Safe-harbor NEC - redux

    By Lou S.,
    • 1 reply
    • 941 views

  42. Failed ADP test in a plan's first year

    By Guest fredk,
    • 1 reply
    • 1.1k views

  43. Immediate Entry but no pay until 2014

    By CLE401kGuy,
    • 1 reply
    • 841 views

  44. 20% withholding

    By goldtpa,
    • 1 reply
    • 1.3k views
    • GMK
    • GMK

  45. Hardship for Education

    By 52626,
    • 1 reply
    • 1.2k views

  46. Help needed...tough situation

    By scarabrad,
    • 1 reply
    • 481 views

  47. Mid Year HCE Safe Harbor Inclusion?

    By Gilmore,
    • 1 reply
    • 673 views

  48. Vacation pay deferral

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

  49. TOP HEAVY AND MANDATORY AGGREGATION

    By KJohnson,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  50. New controlled group and HCE status

    By R. Butler,
    • 1 reply
    • 1.3k views
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