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401(k) Plans

19,337 topics in this forum

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

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

  2. Plan giving Prior to 2016 and After 2016 Data - why?

    By KTB,
    • 1 reply
    • 452 views

  3. Eligibility Covid Furlough

    By PFranckowiak,
    • 1 reply
    • 505 views

  4. Over Plan Limits

    By Guest Frank Jackson,
    • 1 reply
    • 4.5k views

  5. Employee's salary reduction - employer contribution or employee contri

    By Guest PALAWYER,
    • 1 reply
    • 1.6k views

  6. Small Business Tax Credit (Secure Act)

    By Dobber,
    • 1 reply
    • 466 views

  7. 3% Safe Harbors to HCEs too?

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

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

    By TPApril,
    • 1 reply
    • 559 views

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

    By Guest hitt24,
    • 1 reply
    • 1.4k views

  10. Safe Harbor 401(k) with Profit Sharing

    By Guest fishered,
    • 1 reply
    • 1.5k views

  11. 401(k) Plan Design for Temporary Agency

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

  12. Authorization to Withhold Catch-up

    By Gruegen,
    • 1 reply
    • 1.6k views

  13. Legal Entity Change

    By Guest Lex,
    • 1 reply
    • 1.7k views

  14. Apply Match To TH Minimum

    By Guest amybu99,
    • 1 reply
    • 988 views

  15. 401(k) deposit from 2003 still not deposited - How do you correct?

    By Guest terric,
    • 1 reply
    • 1.3k views

  16. Special Tax Notice and Roth contributions

    By Guest breakwater,
    • 1 reply
    • 1.4k views

  17. BRF test for merged plan

    By Guest SHC,
    • 1 reply
    • 1.5k views

  18. ADP refunds and 401(g) refunds

    By Guest DWH,
    • 1 reply
    • 1.9k views

  19. Quarterly Statements

    By abanky,
    • 1 reply
    • 1.2k views

  20. QDIA Notice Requirements

    By Lori H,
    • 1 reply
    • 1.8k views

  21. Engagement Letters Under New REgs

    By austin3515,
    • 1 reply
    • 1.1k views

  22. 401(k) Plans

    By MPLSLAW,
    • 1 reply
    • 921 views

  23. Amendment Checklist

    By austin3515,
    • 1 reply
    • 995 views

  24. 414s Compensation Testing

    By justatester,
    • 1 reply
    • 950 views

  25. Participating Employer Agreement for QSub

    By KMMB,
    • 1 reply
    • 649 views

  26. Notification rules for plan transfer

    By Guest sjloud,
    • 1 reply
    • 1.5k views

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

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

  28. Overpayment recoupment after Notice 2024-77

    By FormsRstillmylife,
    • 1 reply
    • 807 views

  29. Change in plan year.

    By SMB,
    • 1 reply
    • 1.6k views

  30. 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

  31. Irs Submission Of A Money Purchase Merger

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

  32. 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

  33. Amend participation requirements

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

  34. Contributions after age 70 1/2 for owner

    By Guest JimmyG,
    • 1 reply
    • 3.3k views

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

    By PMC,
    • 1 reply
    • 2.6k views

  36. In-service rollover request with after tax funds

    By cpc0506,
    • 1 reply
    • 870 views

  37. considered a shareholder for PS or not?

    By Guest algeis,
    • 1 reply
    • 910 views

  38. removing J&S from plan

    By cpc0506,
    • 1 reply
    • 4.1k views

  39. Group under Code Section 414 or Independent

    By TPA Bob,
    • 1 reply
    • 599 views

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

    By BG5150,
    • 1 reply
    • 623 views

  41. Current EACA change

    By pmacduff,
    • 1 reply
    • 858 views

  42. Coverage Testing Multiple Plans When Employees Transfer

    By PensionPro,
    • 1 reply
    • 618 views

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

    By Pammie57,
    • 1 reply
    • 482 views

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

    By Belgarath,
    • 1 reply
    • 1.3k views

  45. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 341 views

  46. Professional Employee Organization -401(k)

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

  47. PS Forfeitures - Annual Limits

    By AndyT,
    • 1 reply
    • 1.5k views

  48. Entry Dates - different for sources

    By Tom,
    • 1 reply
    • 337 views

  49. RMDs and Taxes

    By ratherbereading,
    • 1 reply
    • 586 views

  50. single participant plan mistakenly deposited contributions to the wron

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