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401(k) Plans

19,275 topics in this forum

  1. Correction or corrective distributions of excess aggregate contributio

    By John A,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  2. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 590 views

  3. Late transfer to participant accounts

    By Tom,
    • 1 reply
    • 401 views

  4. Terminating safe harbor plan

    By Guest Ashley,
    • 1 reply
    • 1.9k views

  5. H1b1 - Resident or Nonresident alien

    By k man,
    • 1 reply
    • 2.2k views

  6. Short plan year and testing

    By Guest CAM223,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  7. 59 1/2 Distributions

    By MBCarey,
    • 1 reply
    • 1k views

  8. Safe Harbor Plan

    By MarZDoates,
    • 1 reply
    • 883 views

  9. excluded compensation

    By Chippy,
    • 1 reply
    • 852 views

  10. SH Match true-up required for owner?

    By Puffinator,   
    • 1 reply
    • 629 views

  11. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 472 views

  12. Partner Deferred on Draw and has a loss for SE income

    By Pammie57,
    • 1 reply
    • 624 views

  13. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 908 views

  14. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 504 views

  15. Are "in-laws" Key EE's?

    By Guest Dennis Siko,
    • 1 reply
    • 1.7k views

  16. Safe Harbor to fix Top-Heavy (9/30 plan year end)

    By JHalligan,
    • 1 reply
    • 330 views

  17. Late Top-Heavy Contribution

    By Guest SSCARO,
    • 1 reply
    • 1.8k views

  18. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 591 views

  19. Documenting EACA mandate exemption

    By QP_Guy,
    • 1 reply
    • 905 views

  20. Matching Contribution Deposit Deadline

    By Guest dll,
    • 1 reply
    • 2.1k views

  21. Coverage testing

    By Guest Lex,
    • 1 reply
    • 1.4k views

  22. Coverage Testing in the year of an open enrollment

    By Guest HollyT,
    • 1 reply
    • 1k views

  23. 401k safe harbor

    By Guest jim williams,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  24. Qualified Termination Administrator

    By Guest LCJ12,
    • 1 reply
    • 2.5k views

  25. IRS Letter for Late Filing

    By KevinMc,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  26. Form 5500 for a Terminated- Bankrupt Plan

    By Nassau,
    • 1 reply
    • 2.7k views

  27. Too Late to Make Profit Sharing Contribution?

    By Guest MS TPA,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  28. Retirement Plan EIN

    By Guest Bizitchie,
    • 1 reply
    • 1.4k views

  29. Forfeiture Timing

    By Guest Kelly44030,
    • 1 reply
    • 1.4k views

  30. New Plan Year to add Safe Harbor

    By cpc0506,
    • 1 reply
    • 1k views

  31. Recurring Contributions for 401(k) Plan

    By Guest lizannc,
    • 1 reply
    • 1.1k views

  32. Deferrals on Bonuses

    By Pammie57,
    • 1 reply
    • 742 views

  33. Covid_ Hardship Withdrawal (Spouse laid off/terminated) & (loans)

    By RRivera,
    • 1 reply
    • 560 views

  34. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 270 views

  35. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 770 views

  36. Hardship Withdrawal

    By Guest Bergy,
    • 1 reply
    • 1.5k views

  37. Control group question

    By Guest jhilliard,
    • 1 reply
    • 1.2k views

  38. Vesting for terminated participants

    By Guest kmm,
    • 1 reply
    • 1.2k views

  39. Correcting an overpayment into 401K

    By Guest starrynight8,
    • 1 reply
    • 2.1k views

  40. Current MAtching Trend

    By Guest Spock,
    • 1 reply
    • 880 views

  41. QSLOBS

    By Guest JeffRed,
    • 1 reply
    • 1k views

  42. In-plan Roth transfers and conversions

    By Guest JPIngold,
    • 1 reply
    • 2.2k views

  43. 403b closing 401k startup same employer

    By Sixers,   
    • 1 reply
    • 1.5k views

  44. Tip Income

    By AATPA,
    • 1 reply
    • 953 views

  45. Plan Eligibility Amendment

    By TPA,
    • 1 reply
    • 751 views

  46. Controlled Group - Permissive Aggregation - Plan Termination

    By kdubinski,
    • 1 reply
    • 644 views

  47. Leaving PEO, starting single ER plan, what happens to QACA?

    By Kac1214,
    • 1 reply
    • 346 views

  48. If plan passed WITHOUT restructuring in 1997, but failed WITH restuctu

    By Guest Mich,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  49. End of year requirements for Profit sharing and non-electives

    By dragondon,
    • 1 reply
    • 499 views

  50. Beneficiary options

    By Guest Theresa,
    • 1 reply
    • 1.4k views
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