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401(k) Plans

19,275 topics in this forum

  1. ACP test

    By Guest bonzo,
    • 1 reply
    • 1.1k views

  2. Auto enrollment withdrawals

    By Dazednconfused,
    • 0 replies
    • 1.1k views

  3. Participating employer relationship ends

    By Guest Achilles,
    • 1 reply
    • 1.1k views

  4. Which SECURE 2022 changes are in effect now?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

  5. SO confused ~ SH 3% + Disc Match

    By Guest North Meets South,
    • 2 replies
    • 1.1k views
    • Guest
    • Guest

  6. ROBS Plans - Participant Disclosures

    By austin3515,
    • 9 replies
    • 1.1k views

  7. When forfeitures pay admin expenses....

    By Guest DCPensionGal,
    • 3 replies
    • 1.1k views
    • Guest
    • Guest

  8. Excess Correction

    By Guest Spock,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  9. 2011 Contribution was forgotten

    By Jim Chad,
    • 4 replies
    • 1.1k views

  10. Conrolled Group - Excluded MemberPlan design – 12/31 PYE, DF & MT (no hours or EOY requirements), 21 & l YOS, enter semiannually.

    By blue,
    • 0 replies
    • 1.1k views

  11. ADP testing

    By Guest Amy Marie,
    • 2 replies
    • 1.1k views

  12. Locating Lost participants

    By alexa,
    • 3 replies
    • 1.1k views

  13. Match used to cover top heavy minimum

    By blue,
    • 0 replies
    • 1.1k views

  14. Increased Catch-up in 2025 - Optional?

    By Gilmore,
    • 1 reply
    • 1.1k views

  15. Top Heavy

    By Jay3,
    • 1 reply
    • 1k views
    • MSN
    • MSN

  16. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com,
    • 1 reply
    • 1k views
    • g8r
    • g8r

  17. Effective Date of Rev. Proc. 2015-28

    By Floridaattorney,
    • 0 replies
    • 1k views

  18. A not-for-profit entity sponsors a 401(k) plan but expects to add several for-profit companies to its growing list of businesses

    By katieinny,
    • 2 replies
    • 1k views

  19. EGTRRA-Help!

    By Guest or4770,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  20. New Plan Year to add Safe Harbor

    By cpc0506,
    • 1 reply
    • 1k views

  21. Is this nondiscriminatory?

    By erisageek1978,
    • 8 replies
    • 1k views

  22. Compensation for former partner who is now a sole proprietor

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

  23. tax withholding pd outside of trust, now what

    By TPApril,
    • 3 replies
    • 1k views

  24. 401K union plan paying expenses.

    By Guest jhilliard,
    • 1 reply
    • 1k views
    • RCK
    • RCK

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

    By Guest GoldenBear03,
    • 1 reply
    • 1k views

  26. Terminating a Non-Elective 401(k) Safe Harbor - Limitation on Successor Plan?

    By ERISA1,
    • 0 replies
    • 1k views

  27. Mergers

    By Guest Thornton,
    • 2 replies
    • 1k views
    • Guest
    • Guest

  28. Roth/Catch-up and Off-Calendar Year Plans

    By Gilmore,
    • 3 replies
    • 1k views

  29. RMD - small account balances

    By Guest sritts,
    • 1 reply
    • 1k views

  30. ineligible employee deferring

    By Guest quinn the car fixer,
    • 2 replies
    • 1k views

  31. Top Heavy Minimums - DC Plan

    By PJ2009,
    • 1 reply
    • 1k views

  32. 410b test and suspension provision

    By Mr Bagwell,   
    • 5 replies
    • 1k views

  33. Discretionary Match formula different for participating employer

    By AmyETPA,
    • 4 replies
    • 1k views

  34. ROBS funding source

    By Henry Zephyr,
    • 1 reply
    • 1k views

  35. 401k withholding on a 409A distribution

    By Guest ghal,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  36. Last Minute 2014 SH Notice Changes

    By austin3515,
    • 4 replies
    • 1k views

  37. Easy question - HCE?

    By Guest CCarter,
    • 2 replies
    • 1k views

  38. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

    By msmith,
    • 5 replies
    • 1k views

  39. Characteristic code for Partnersip

    By Guest KVAlbert,
    • 1 reply
    • 1k views

  40. Deducting More than 415 Limit on partner's 1040

    By Danny CPA,
    • 6 replies
    • 1k views

  41. 401(k) and 457 Plan

    By Cathy from Chicago,
    • 1 reply
    • 1k views

  42. Rule 22(c)2 Excessive Trading - recordkeeper's responsibilities

    By SRP,
    • 0 replies
    • 1k views
    • SRP
    • SRP

  43. Safe Harbor 401(k) Plan October 1st deadline

    By Ananda,
    • 6 replies
    • 1k views

  44. Crazy Match for those over 50

    By justatester,
    • 4 replies
    • 1k views

  45. QSLOBS

    By Guest JeffRed,
    • 1 reply
    • 1k views

  46. SEP IRA In SAme Year as 401k

    By austin3515,
    • 7 replies
    • 1k views

  47. 401 K Plan with S corp K-1 dollars.

    By Guest GinGinR,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  48. Employee?

    By Guest padmin,
    • 4 replies
    • 1k views
    • Guest
    • Guest

  49. Oops, we forgot to amend the Plan

    By Guest PBJ,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  50. Supplemental Pay for Military Reservists under the new 415 Regulations

    By Guest ToddieBear,
    • 0 replies
    • 1k views
    • Guest
    • Guest
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