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401(k) Plans

19,321 topics in this forum

  1. Special Tax Notice and Roth contributions

    By Guest breakwater,
    • 1 reply
    • 1.4k views

  2. BRF test for merged plan

    By Guest SHC,
    • 1 reply
    • 1.5k views

  3. ADP refunds and 401(g) refunds

    By Guest DWH,
    • 1 reply
    • 1.9k views

  4. Quarterly Statements

    By abanky,
    • 1 reply
    • 1.2k views

  5. QDIA Notice Requirements

    By Lori H,
    • 1 reply
    • 1.8k views

  6. Engagement Letters Under New REgs

    By austin3515,
    • 1 reply
    • 1.1k views

  7. 401(k) Plans

    By MPLSLAW,
    • 1 reply
    • 918 views

  8. Amendment Checklist

    By austin3515,
    • 1 reply
    • 994 views

  9. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 934 views

  10. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 625 views

  11. Notification rules for plan transfer

    By Guest sjloud,
    • 1 reply
    • 1.5k views

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

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

  13. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 792 views

  14. Change in plan year.

    By SMB,
    • 1 reply
    • 1.6k views

  15. 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
    • 1.1k views
    • Bri
    • Bri

  16. Irs Submission Of A Money Purchase Merger

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

  17. 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

  18. Amend participation requirements

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

  19. Contributions after age 70 1/2 for owner

    By Guest JimmyG,
    • 1 reply
    • 3.3k views

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

    By PMC,
    • 1 reply
    • 2.6k views

  21. In-service rollover request with after tax funds

    By cpc0506,
    • 1 reply
    • 868 views

  22. considered a shareholder for PS or not?

    By Guest algeis,
    • 1 reply
    • 907 views

  23. removing J&S from plan

    By cpc0506,
    • 1 reply
    • 4.1k views

  24. Group under Code Section 414 or Independent

    By TPA Bob,
    • 1 reply
    • 592 views

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

    By BG5150,
    • 1 reply
    • 618 views

  26. Current EACA change

    By pmacduff,
    • 1 reply
    • 849 views

  27. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro,
    • 1 reply
    • 609 views

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

    By Pammie57,
    • 1 reply
    • 474 views

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

    By Belgarath,
    • 1 reply
    • 1.3k views

  30. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 334 views

  31. Professional Employee Organization -401(k)

    By Guest Suegoetz,
    • 1 reply
    • 4.5k views
    • Guest
    • Guest

  32. PS Forfeitures - Annual Limits

    By AndyT,
    • 1 reply
    • 1.5k views

  33. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 328 views

  34. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 572 views

  35. single participant plan mistakenly deposited contributions to the wron

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

  36. "Best Practices"

    By Guest cjk,
    • 1 reply
    • 1.3k views

  37. Plan Loans

    By jala,
    • 1 reply
    • 1k views

  38. Incorrect 1099-R?

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

  39. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias,
    • 1 reply
    • 1.9k views

  40. How is a Partnership deduction taken?

    By Guest steve55,
    • 1 reply
    • 1.3k views

  41. Surety Bond needed for Owner & Wife

    By Guest Powers,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  42. Permissive Aggregation

    By KJohnson,
    • 1 reply
    • 2.1k views

  43. Excluding certain employees from participating

    By Guest Benefitsrock,
    • 1 reply
    • 1.1k views

  44. Reinstate Nonvested Amount to Rehire?

    By mming,
    • 1 reply
    • 1.3k views

  45. Vesting Question

    By Guest Powers,
    • 1 reply
    • 1k views

  46. terminating a self administered 401k plan...

    By Guest Carl C,
    • 1 reply
    • 1.6k views

  47. Safe Harbor 401k

    By Guest austcomp,
    • 1 reply
    • 942 views

  48. RMD's

    By Nassau,
    • 1 reply
    • 1.8k views

  49. Safe Harbor Maybe Notice and Amendment 2020

    By Tom,   
    • 1 reply
    • 742 views

  50. Terminating a Cycle 3 Plan 2021

    By Benefits Vet,
    • 1 reply
    • 616 views
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