Jump to content

401(k) Plans

19,334 topics in this forum

  1. ADP failure - too much refunded to HCEs

    By Guest Rags,
    • 1 reply
    • 1.7k views

  2. Individual allocation groups

    By emmetttrudy,
    • 1 reply
    • 1.2k views

  3. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq,
    • 1 reply
    • 851 views

  4. Safe Harbor- Control groups

    By Guest New401k,
    • 1 reply
    • 613 views

  5. 402(g) Violation?

    By Joe L,   
    • 1 reply
    • 681 views

  6. Refund after Roth conversion

    By BG5150,
    • 1 reply
    • 584 views
    • Bri
    • Bri

  7. 401k - Employee excessively accelerating contributions (deferrals)

    By famoosemutt,
    • 1 reply
    • 721 views
    • WCC
    • WCC

  8. Correction or corrective distributions of excess aggregate contributio

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

  9. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 642 views

  10. Late transfer to participant accounts

    By Tom,
    • 1 reply
    • 431 views

  11. Terminating safe harbor plan

    By Guest Ashley,
    • 1 reply
    • 1.9k views

  12. H1b1 - Resident or Nonresident alien

    By k man,
    • 1 reply
    • 2.3k views

  13. Short plan year and testing

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

  14. 59 1/2 Distributions

    By MBCarey,
    • 1 reply
    • 1k views

  15. Safe Harbor Plan

    By MarZDoates,
    • 1 reply
    • 895 views

  16. excluded compensation

    By Chippy,
    • 1 reply
    • 872 views

  17. SH Match true-up required for owner?

    By Puffinator,   
    • 1 reply
    • 665 views

  18. 401(k) non-elective safe harbor plan that excludes a small numer of NHCEs from making elective deferrals

    By RWPHoenix,
    • 1 reply
    • 496 views

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

    By Pammie57,
    • 1 reply
    • 652 views

  20. 1,000 hours, last day employment 401(k) requirement

    By bitto86,
    • 1 reply
    • 923 views

  21. Control Group 5500EZ or SF filing

    By Bob Demontigny,
    • 1 reply
    • 536 views

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

    By Guest Dennis Siko,
    • 1 reply
    • 1.8k views

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

    By JHalligan,
    • 1 reply
    • 347 views

  24. Late Top-Heavy Contribution

    By Guest SSCARO,
    • 1 reply
    • 1.9k views

  25. Hardship Withdrawals

    By KevinMc,
    • 1 reply
    • 621 views

  26. Documenting EACA mandate exemption

    By QP_Guy,
    • 1 reply
    • 962 views

  27. Matching Contribution Deposit Deadline

    By Guest dll,
    • 1 reply
    • 2.1k views

  28. Coverage testing

    By Guest Lex,
    • 1 reply
    • 1.4k views

  29. Coverage Testing in the year of an open enrollment

    By Guest HollyT,
    • 1 reply
    • 1k views

  30. 401k safe harbor

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

  31. Qualified Termination Administrator

    By Guest LCJ12,
    • 1 reply
    • 2.5k views

  32. IRS Letter for Late Filing

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

  33. Form 5500 for a Terminated- Bankrupt Plan

    By Nassau,
    • 1 reply
    • 2.8k views

  34. Too Late to Make Profit Sharing Contribution?

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

  35. Retirement Plan EIN

    By Guest Bizitchie,
    • 1 reply
    • 1.5k views

  36. Forfeiture Timing

    By Guest Kelly44030,
    • 1 reply
    • 1.4k views

  37. New Plan Year to add Safe Harbor

    By cpc0506,
    • 1 reply
    • 1.1k views

  38. Recurring Contributions for 401(k) Plan

    By Guest lizannc,
    • 1 reply
    • 1.1k views

  39. Deferrals on Bonuses

    By Pammie57,
    • 1 reply
    • 761 views

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

    By RRivera,
    • 1 reply
    • 591 views

  41. Failure to implement reduction in salary deferral

    By R. Butler,
    • 1 reply
    • 286 views

  42. Amending Plan to Exclude HCEs From SHNEC

    By Connor,
    • 1 reply
    • 814 views

  43. Hardship Withdrawal

    By Guest Bergy,
    • 1 reply
    • 1.5k views

  44. Control group question

    By Guest jhilliard,
    • 1 reply
    • 1.2k views

  45. Vesting for terminated participants

    By Guest kmm,
    • 1 reply
    • 1.2k views

  46. Correcting an overpayment into 401K

    By Guest starrynight8,
    • 1 reply
    • 2.1k views

  47. Current MAtching Trend

    By Guest Spock,
    • 1 reply
    • 894 views

  48. QSLOBS

    By Guest JeffRed,
    • 1 reply
    • 1.1k views

  49. In-plan Roth transfers and conversions

    By Guest JPIngold,
    • 1 reply
    • 2.2k views

  50. 403b closing 401k startup same employer

    By Sixers,   
    • 1 reply
    • 1.5k views
×
×
  • Create New...

Important Information

Terms of Use

  I accept