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401(k) Plans

19,335 topics in this forum

  1. "Bridge" loans on plan termination

    By JWK,
    • 1 reply
    • 2.8k views
    • Guest
    • Guest

  2. If a person owns EXACTLY 5% of the plan sponsor, is he or she a "

    By Guest CGBS,
    • 1 reply
    • 1.7k views
    • Alf
    • Alf

  3. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH,
    • 1 reply
    • 5.8k views

  4. Can multiple plans be on same document if not a prototype and not a mu

    By John A,
    • 1 reply
    • 1.4k views

  5. Failed ADP Test, Excess Contributions, Fiscal Years & Taxation

    By TPApril,
    • 1 reply
    • 891 views

  6. Stopping RMD's

    By Guest terid,
    • 1 reply
    • 1.3k views

  7. Timely Matching Contributions

    By Randy Watson,
    • 1 reply
    • 1.3k views

  8. Roth Deferral

    By KevinMc,
    • 1 reply
    • 873 views

  9. RMD for Deceased Partic - Client can't find bene

    By MidWestTPA,
    • 1 reply
    • 493 views

  10. 5500 Reporting

    By Guest JB2,
    • 1 reply
    • 5.1k views
    • Guest
    • Guest

  11. ADP and 402(g) Failure

    By Guest Leigh Lindsey,
    • 1 reply
    • 2.7k views
    • Guest
    • Guest

  12. Electronic Signature legislation

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

  13. How do you process deductions when there is a 401(k) and a cafeteria p

    By Guest Lesley Sifers,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  14. Match Forfeitures

    By Guest ELS,
    • 1 reply
    • 1.8k views

  15. QNECs and prior year testing

    By Guest Jane Freeman,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  16. 410b testing

    By Guest terric,
    • 1 reply
    • 2.1k views

  17. Separate Elgibility for Part-Timers

    By Guest cxs,
    • 1 reply
    • 1.3k views

  18. Vesting Schedule for PPA Auto-Deferral Safe Harbor

    By Übernerd,
    • 1 reply
    • 2k views

  19. New safe harbor 401k compensation definition

    By Guest ladycpa2,
    • 1 reply
    • 2k views

  20. Control Group Question

    By Alex Daisy,
    • 1 reply
    • 889 views

  21. 5305-SEP to one-participant 401k with "mega backdoor roth"

    By wqpziy,
    • 1 reply
    • 835 views

  22. Deductible Limit for 401(k) Plan

    By Guest Michael Spaid,
    • 1 reply
    • 1.4k views

  23. Allocation of small forfeiture amounts

    By Guest Frank Jackson,
    • 1 reply
    • 1.8k views

  24. LTPT Proposed Regs issued by IRS

    By Lois Baker,
    • 1 reply
    • 539 views

  25. Deadline for distributing deferrals to correct 415 limit?

    By Richard Anderson,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  26. Safe Harbor 401(k) Match top heavy plan - PS only to non-key/non-HCE

    By Tom,
    • 1 reply
    • 567 views

  27. Plan Expenses

    By Guest PTWIN,
    • 1 reply
    • 1.5k views

  28. Is it a prohibited transaction?

    By Guest And another thing ...,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  29. SEP and 401(k)

    By Earl,
    • 1 reply
    • 1.1k views

  30. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2,
    • 1 reply
    • 1.8k views

  31. Plan termination/5500 Form/short plan year apply

    By Guest hog4you2,
    • 1 reply
    • 1.9k views

  32. Safe Harbor 401(k) - Coverage Test Question

    By MarZDoates,
    • 1 reply
    • 1.3k views

  33. top heavy and catch up contributions

    By Guest Peggy806,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

  34. top heavy safe harbor

    By pmacduff,
    • 1 reply
    • 949 views

  35. 410(b)(6)(c) Transition

    By Young Curmudgeon,
    • 1 reply
    • 1.2k views

  36. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks,   
    • 1 reply
    • 1.8k views

  37. New Form 8822-B

    By 30Rock,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  38. Two 1099Rs for excess contribution

    By thepensionmaven,
    • 1 reply
    • 383 views

  39. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin,
    • 1 reply
    • 584 views

  40. 401K Distribution on terminated plan due to company ownership change.

    By Guest JamesRRogers,
    • 1 reply
    • 2.5k views
    • Guest
    • Guest

  41. Hardship Self Certification

    By MGOAdmin,
    • 1 reply
    • 661 views

  42. Hardship distributions - land purchase for pre-existing trailer

    By Guest tonjer,
    • 1 reply
    • 1.7k views

  43. Safe Harbor for Controlled Group

    By Guest Suanne,
    • 1 reply
    • 996 views

  44. Participant Loans

    By Brenda Wren,
    • 1 reply
    • 1.4k views

  45. Simple & 4K limits

    By mschwechter,
    • 1 reply
    • 1.1k views

  46. In Service Non-Hardship withdrawals

    By mlp0816,
    • 1 reply
    • 1.5k views

  47. 401(k) and 457 Plan

    By Cathy from Chicago,
    • 1 reply
    • 1.1k views

  48. 401(K) Participant Rehire

    By Guest Ohiobcat,
    • 1 reply
    • 2.1k views

  49. Mid Year Changes

    By 401kyeah,
    • 1 reply
    • 618 views

  50. Nonqualified IRA funds rolled into 401(k) Plan

    By 401(k)athryn,   
    • 1 reply
    • 579 views
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