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401(k) Plans

19,275 topics in this forum

  1. Safe Harbor Plan Mid Year Changes

    By hsctpa,
    • 3 replies
    • 833 views

  2. Catch-ups and Roth availability

    By BG5150,
    • 7 replies
    • 833 views

  3. 401k participant deceased and beneficiary deceased before any distribution made

    By t.haley,
    • 7 replies
    • 833 views

  4. Plan Term and Participant is unable to consent

    By Pixie,
    • 1 reply
    • 832 views
    • MoJo
    • MoJo

  5. Excise Tax on Refund of Match Deposited as a Lump-Sum after the End of the Plan Year

    By Christopher Wilson,
    • 1 reply
    • 832 views

  6. Discontinue SH Nonelective

    By austin3515,
    • 1 reply
    • 832 views

  7. Loan paid off, but payments kept coming in

    By BG5150,
    • 0 replies
    • 832 views

  8. Sch. K-1 amounts paid for medical insurance

    By R. Butler,
    • 0 replies
    • 832 views

  9. Short Question

    By Dougsbpc,
    • 4 replies
    • 831 views
    • Bri
    • Bri

  10. ADP REFUNDS based on "bad" census data for 2015

    By Pammie57,
    • 2 replies
    • 831 views

  11. Roth IRA Rollover

    By Nassau,
    • 1 reply
    • 831 views

  12. Match contribution not capped at Annual Contribution Limit

    By Guest Powers,
    • 1 reply
    • 831 views

  13. HCE question

    By Pammie57,
    • 3 replies
    • 831 views

  14. Safe Harbor 3% for HCEs

    By Pammie57,
    • 6 replies
    • 831 views

  15. One of a Kind Situation and Need Advice!

    By Sanctioned Man,
    • 4 replies
    • 830 views

  16. Reasonable Segregation

    By Dagwood,
    • 6 replies
    • 830 views

  17. Overlapping Related Groups and Coverage Testing

    By AbsolutelyOkayPossibly,
    • 2 replies
    • 830 views

  18. How does a client handle an ineligible Hardship Request?

    By effingeh,
    • 8 replies
    • 830 views

  19. Immediate Entry but no pay until 2014

    By CLE401kGuy,
    • 1 reply
    • 829 views

  20. Relius Documents - Spanish Notices

    By austin3515,
    • 4 replies
    • 829 views

  21. To be restated during a cyle, signing requirement?

    By Guest Iwonder,
    • 0 replies
    • 829 views
    • Guest
    • Guest

  22. Auto Enrollment

    By Guest Celtics,   
    • 1 reply
    • 829 views

  23. qdia not followed

    By Guest doh5557,
    • 0 replies
    • 829 views
    • Guest
    • Guest

  24. Termed/Retired prior to Normal Retirement Age

    By Mr Bagwell,
    • 2 replies
    • 828 views

  25. 5 partners in LLC

    By thepensionmaven,
    • 5 replies
    • 828 views

  26. Safe Harbor Contribution True-Up

    By metsfan026,
    • 6 replies
    • 828 views

  27. Roth contributions without amendment

    By kevind2010,
    • 0 replies
    • 828 views

  28. Mid year change from a safe harbor QNEC to a safe harbor match

    By AJ North,
    • 1 reply
    • 828 views

  29. New plan beginning participant counts for 5500

    By Purplemandinga,
    • 6 replies
    • 828 views

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

    By TPApril,
    • 1 reply
    • 828 views

  31. Deferred Compensation and elective deferrals

    By bzorc,
    • 1 reply
    • 827 views

  32. IRS Issues Proposed Hardship Withdrawal Rules

    By Lois Baker,
    • 7 replies
    • 827 views

  33. 402(g) limit is exceeded

    By Jakyasar,
    • 4 replies
    • 827 views

  34. Solo 401k & PEO ee's

    By TPApril,
    • 1 reply
    • 827 views

  35. Calendar year plan with fiscal year PS allocation

    By Guest justatester2,
    • 0 replies
    • 827 views
    • Guest
    • Guest

  36. Top Heavy Contributions

    By Dazednconfused,
    • 1 reply
    • 826 views

  37. QMAC Amendment-Timing?

    By justatester,
    • 0 replies
    • 826 views

  38. Start Up Safe Harbor 3% QNEC

    By TPA Bob,   
    • 2 replies
    • 826 views

  39. crediting service /waiving eligibility

    By Scuba 401,
    • 2 replies
    • 826 views

  40. Re-run ADP/ACP testing after EPCRS correction?

    By casey72,
    • 2 replies
    • 826 views

  41. Plan Rebalancing

    By TRDriver,
    • 8 replies
    • 826 views

  42. Distribution request from HCE

    By Dan,
    • 2 replies
    • 826 views

  43. Current EACA change

    By pmacduff,
    • 1 reply
    • 826 views

  44. Missed Auto Increase

    By S- Milwaukee,
    • 1 reply
    • 825 views

  45. Testing Results letter to Client

    By Alex Daisy,
    • 0 replies
    • 825 views

  46. safe harbor notice - signed?

    By TPApril,
    • 3 replies
    • 825 views

  47. Excluding compensation retroactive

    By karl,
    • 2 replies
    • 825 views

  48. New Comp formula requirements in plan documents.

    By Purplemandinga,
    • 5 replies
    • 825 views

  49. Amended Tax Return for Addit'l Deductions

    By austin3515,
    • 2 replies
    • 824 views

  50. Over 5% owner if stock is sold Jan 1?

    By DPL,
    • 6 replies
    • 824 views
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