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401(k) Plans

19,275 topics in this forum

  1. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 415 views

  2. 3% Safe Harbors to HCEs too?

    By Guest Effie Clark,
    • 1 reply
    • 1.7k views

  3. Startup Tax Savers Credit for small plans - which year?

    By TPApril,
    • 1 reply
    • 531 views

  4. I am trying to find a good example of how coverage testing works.

    By Guest hitt24,
    • 1 reply
    • 1.4k views

  5. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered,
    • 1 reply
    • 1.5k views

  6. 401(k) Plan Design for Temporary Agency

    By Guest Lesley Sifers,
    • 1 reply
    • 2k views

  7. Authorization to Withhold Catch-up

    By Gruegen,
    • 1 reply
    • 1.6k views

  8. Legal Entity Change

    By Guest Lex,
    • 1 reply
    • 1.7k views

  9. Apply Match To TH Minimum

    By Guest amybu99,
    • 1 reply
    • 974 views

  10. 401(k) deposit from 2003 still not deposited - How do you correct?

    By Guest terric,
    • 1 reply
    • 1.3k views

  11. Special Tax Notice and Roth contributions

    By Guest breakwater,
    • 1 reply
    • 1.4k views

  12. BRF test for merged plan

    By Guest SHC,
    • 1 reply
    • 1.5k views

  13. ADP refunds and 401(g) refunds

    By Guest DWH,
    • 1 reply
    • 1.9k views

  14. Quarterly Statements

    By abanky,
    • 1 reply
    • 1.2k views

  15. QDIA Notice Requirements

    By Lori H,
    • 1 reply
    • 1.8k views

  16. Engagement Letters Under New REgs

    By austin3515,
    • 1 reply
    • 1.1k views

  17. 401(k) Plans

    By MPLSLAW,
    • 1 reply
    • 906 views

  18. Amendment Checklist

    By austin3515,
    • 1 reply
    • 983 views

  19. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 917 views

  20. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 592 views

  21. Notification rules for plan transfer

    By Guest sjloud,
    • 1 reply
    • 1.5k views

  22. Not a MEWA simply because we share common BOD members?

    By Guest Diana Prewitt,
    • 1 reply
    • 1.6k views

  23. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 768 views

  24. Change in plan year.

    By SMB,
    • 1 reply
    • 1.6k views

  25. If deferrals have delayed effective date of 7/1, but ADP Safe Harbor Match has no Delayed Effective Date, what compensation is used to calculate match?

    By jkharvey,
    • 1 reply
    • 985 views

  26. Irs Submission Of A Money Purchase Merger

    By Blinky the 3-eyed Fish,
    • 1 reply
    • 961 views
    • Guest
    • Guest

  27. setting up ret. plan for client -- does participation in multiple employer plan mean that client's plan is not a "new" plan?

    By maverick,
    • 1 reply
    • 1.2k views

  28. Amend participation requirements

    By Guest esi-jht,
    • 1 reply
    • 1.2k views

  29. Contributions after age 70 1/2 for owner

    By Guest JimmyG,
    • 1 reply
    • 3.3k views

  30. True-Up Match for Prior year and Safe Harbor

    By PMC,
    • 1 reply
    • 2.6k views

  31. In-service rollover request with after tax funds

    By cpc0506,
    • 1 reply
    • 858 views

  32. considered a shareholder for PS or not?

    By Guest algeis,
    • 1 reply
    • 886 views

  33. removing J&S from plan

    By cpc0506,
    • 1 reply
    • 4k views

  34. Group under Code Section 414 or Independent

    By TPA Bob,
    • 1 reply
    • 578 views

  35. Do you have to tell partic if discretionary match is made?

    By BG5150,
    • 1 reply
    • 597 views

  36. Current EACA change

    By pmacduff,
    • 1 reply
    • 826 views

  37. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro,
    • 1 reply
    • 586 views

  38. Corrective Distribution on account of failed ADP/ACP test

    By Pammie57,
    • 1 reply
    • 458 views

  39. Mid year change to Safe Harbor matching plan - with a twist

    By Belgarath,
    • 1 reply
    • 1.3k views

  40. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 316 views

  41. Professional Employee Organization -401(k)

    By Guest Suegoetz,
    • 1 reply
    • 4.4k views
    • Guest
    • Guest

  42. PS Forfeitures - Annual Limits

    By AndyT,
    • 1 reply
    • 1.5k views

  43. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 315 views

  44. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 546 views

  45. single participant plan mistakenly deposited contributions to the wron

    By Stevo-PDX,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  46. "Best Practices"

    By Guest cjk,
    • 1 reply
    • 1.3k views

  47. Plan Loans

    By jala,
    • 1 reply
    • 1k views

  48. Incorrect 1099-R?

    By Guest crazyadmin,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  49. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias,
    • 1 reply
    • 1.8k views

  50. How is a Partnership deduction taken?

    By Guest steve55,
    • 1 reply
    • 1.3k views
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