401(k) Plans

19,275 topics in this forum

1. Forgot to submit safe harbor match for an hce

   By R. Butler, January 20, 2011
   • 1 reply
   • 919 views
   • 
   • movedon
   • January 20, 2011

2. Year End Discretionary/Interim Amendments for DC Plans

   By Guest ggbrock, September 22, 2008
   • 1 reply
   • 919 views
   • 
   • Guest
   • September 22, 2008

3. QNEC and maxed deferrals

   By Keith Lowery, October 3, 2024
   • 6 replies
   • 919 views
   • 
   • Paul I
   • October 3, 2024

4. OMIT

   By BeanCounterBlues, November 24, 2008
   • 0 replies
   • 918 views
   • 
   • BeanCounterBlues
   • November 24, 2008

5. What do YOU do when the client never submits the data required for testing/5500?

   By 401king, October 7, 2011
   • 2 replies
   • 918 views
   • 
   • shERPA
   • October 8, 2011

6. Corp. A has no Plan, buys Corp. B which has a 401(k) in a stock sale and....stock purchase

   By RayJJohnsonJr, April 7, 2020
   • 9 replies
   • 918 views
   • 
   • RayJJohnsonJr
   • April 7, 2020

7. IDP owner only plan missed prior restatement, no DL

   By TPApril, April 26, 2016
   • 4 replies
   • 918 views
   • 
   • John Feldt ERPA CPC QPA
   • May 4, 2016

8. TPA experience with working with Guardian

   By Guest Diane DuFresne, October 18, 2012
   • 1 reply
   • 918 views
   • 
   • A Shot in the Dark
   • October 18, 2012

9. Annual Retirement Plan Reivew

   By mlp0816, December 9, 2006
   • 0 replies
   • 918 views
   • 
   • mlp0816
   • December 9, 2006

10. Non Resident Aliens WITH some US Income

    By Guest John Makarevich, February 4, 2007
    • 0 replies
    • 918 views
    • 
    • Guest
    • February 4, 2007

11. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive, February 13, 2023
    • 1 reply
    • 918 views
    • 
    • CuseFan
    • February 14, 2023

12. Stopping and Starting Deferrals

    By Pammie57, May 23, 2016
    • 2 replies
    • 918 views
    • 
    • hr for me
    • May 23, 2016

13. Profit Sharing Contribution

    By Guest Julie Woulfe, April 20, 2011
    • 1 reply
    • 918 views
    • 
    • Jim Norman
    • April 20, 2011

14. Employees works in the UK, paid through a payroll company in the UK but the firm is in the US - Help? Are They Eligible?

    By HarleyBabe, August 27, 2013
    • 3 replies
    • 918 views
    • 
    • MoJo
    • August 28, 2013

15. Blackout Notice

    By Alex Daisy, December 12, 2008
    • 1 reply
    • 918 views
    • 
    • Guest
    • December 15, 2008

16. New plan member - didn't want to defer

    By fiona1, January 16, 2009
    • 1 reply
    • 917 views
    • 
    • QDROphile
    • January 16, 2009

17. Interaction of self-employment income and real estate investments

    By UM1234, June 15, 2015
    • 4 replies
    • 917 views
    • 
    • ESOP Guy
    • June 17, 2015

18. From DB to SH 401k Plan

    By DP, May 30, 2007
    • 0 replies
    • 917 views
    • 
    • DP
    • May 30, 2007

19. 414s Compensation Testing

    By justatester, November 26, 2018
    • 1 reply
    • 917 views
    • 
    • Kevin C
    • November 26, 2018

20. Permissive Aggregation

    By rlb64, November 2, 2010
    • 0 replies
    • 917 views
    • 
    • rlb64
    • November 2, 2010

21. NHCE only 401(k) Profit sharing plan discrimination

    By JHalligan, November 9, 2022
    • 2 replies
    • 917 views
    • 
    • MWeddell
    • November 10, 2022

22. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 916 views
    • 
    • Guest
    • October 16, 2003

23. Involuntary Roth cashouts

    By Nassau, October 7, 2010
    • 0 replies
    • 916 views
    • 
    • Nassau
    • October 7, 2010

24. Multiple Employer to Single Employer SH

    By Benefits to all, March 22, 2013
    • 0 replies
    • 915 views
    • 
    • Benefits to all
    • March 22, 2013

25. Recharacterizing Deferrals as Catch Up to Pass 401(a)4

    By Vlad401k, July 29, 2015
    • 3 replies
    • 915 views
    • 
    • Vlad401k
    • July 29, 2015

26. QJSA for ONE SOURCE ONLY

    By MoJo, May 16, 2018
    • 10 replies
    • 915 views
    • 
    • MoJo
    • May 17, 2018

27. Stock given as compensation

    By MSN, November 11, 2009
    • 0 replies
    • 915 views
    • 
    • MSN
    • November 11, 2009

28. Fee for benchmarking study a settlor expense?

    By Sabrina1, June 18, 2018
    • 3 replies
    • 915 views
    • 
    • Bird
    • June 20, 2018

29. 5330 line 3b

    By Lou81, September 5, 2019
    • 3 replies
    • 915 views
    • 
    • Below Ground
    • September 9, 2019

30. Individual Brokerage 401k

    By Bruce1, February 6
    • 13 replies
    • 915 views
    • 
    • Paul I
    • February 7

31. Effect of Reemployment upon Contribution Suspensio

    By Guest rocnrols2, May 9, 2003
    • 0 replies
    • 915 views
    • 
    • Guest
    • May 9, 2003

32. Anyone Know What Platforms can handle In Plan Roth Conversions Properly?

    By Dennis Povloski, August 27, 2014
    • 2 replies
    • 914 views
    • 
    • Kevin C
    • August 28, 2014

33. Distribute or Transfer

    By Guest philc, August 22, 2003
    • 0 replies
    • 914 views
    • 
    • Guest
    • August 22, 2003

34. Affiliated Service Group Liabilities

    By Guest ERISAQUEEN, January 30, 2007
    • 0 replies
    • 914 views
    • 
    • Guest
    • January 30, 2007

35. Top Heavy Key is NRA

    By Guest Lawrenceg, July 16, 2007
    • 0 replies
    • 914 views
    • 
    • Guest
    • July 16, 2007

36. Top Heavy

    By Walter, November 14, 2019
    • 7 replies
    • 914 views
    • 
    • Mr Bagwell
    • November 14, 2019

37. 9/30/2014 PYE and catch up

    By Chippy, October 31, 2014
    • 3 replies
    • 914 views
    • 
    • Lou S.
    • October 31, 2014

38. New Plan didn't actually start

    By ejohnke, February 9, 2023
    • 4 replies
    • 914 views
    • 
    • imchipbrown
    • February 11, 2023

39. 1099-R Question

    By Stash026, January 26, 2021
    • 5 replies
    • 914 views
    • 
    • david rigby
    • January 27, 2021

40. Participating employer withdrawal from plan

    By Belgarath, April 24, 2023
    • 4 replies
    • 914 views
    • 
    • EBECatty
    • April 26, 2023

41. Declaration of Trust for Coll Inv Fund

    By Guest expertnovice, May 30, 2007
    • 0 replies
    • 914 views
    • 
    • Guest
    • May 30, 2007

42. Changing the Lead Employer in a MEP

    By Sidney, June 15, 2017
    • 4 replies
    • 914 views
    • 
    • Sidney
    • June 23, 2017

43. Controlled Group?

    By DP, August 15, 2012
    • 3 replies
    • 914 views
    • 
    • ETA Consulting LLC
    • August 15, 2012

44. 2009 RMDs

    By Guest ENT, December 16, 2011
    • 4 replies
    • 914 views
    • 
    • Bird
    • December 16, 2011

45. Rollover distributions

    By QNPG, February 3, 2011
    • 3 replies
    • 914 views
    • 
    • BG5150
    • February 3, 2011

46. 415 Limit and Catch-Up

    By CLE401kGuy, December 9, 2013
    • 2 replies
    • 914 views
    • 
    • ETA Consulting LLC
    • December 9, 2013

47. Change plan comp- retroactive correction

    By jmartin, June 12, 2013
    • 3 replies
    • 913 views
    • 
    • jmartin
    • June 12, 2013

48. 1 Man Plan

    By Guest elang, September 11, 2012
    • 1 reply
    • 913 views
    • 
    • ETA Consulting LLC
    • September 11, 2012

49. Do taxable bonuses to replace forfeited matches violate the IRC sec. 1.401(k)-1(e)(6) anti-conditioning rule?

    By Luke Bailey, June 17, 2019   

    • 401(k)
    • adp
    • (and 2 more)

      Tagged with:

      • 401(k)
      • adp
      • matching contributions
      • anti-conditioning rule
    • 1 reply
    • 913 views
    • 
    • Scott
    • November 7, 2023

50. Military Leave - USERRA

    By Nassau, June 3, 2011
    • 0 replies
    • 913 views
    • 
    • Nassau
    • June 3, 2011