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401(k) Plans

19,319 topics in this forum

  1. Coverage for 401(k)--controlled group

    By BG5150,
    • 9 replies
    • 1.4k views

  2. Single-Participant 401(k) Plan - 5500 Filing

    By Guest tgraham,
    • 9 replies
    • 3.2k views
    • Guest
    • Guest

  3. Rollover Funds Disbursed

    By Guest WCHB,
    • 9 replies
    • 1.6k views
    • Guest
    • Guest

  4. Top Paid Group Determination

    By Guest bw101,
    • 9 replies
    • 9.9k views

  5. Reimbursement of Payment of Annual Audit Fees Question

    By The 402"(G)",
    • 9 replies
    • 2.2k views

  6. RMD

    By oldman63,
    • 9 replies
    • 1.7k views

  7. Beneficiary If No Form On File (Divorce / Biological Child / Step Children)

    By metsfan026,
    • 9 replies
    • 2k views

  8. Short-term HCE to Sway ADP Test

    By austin3515,
    • 9 replies
    • 1.3k views

  9. Plan forfeiture allocated to participants as fee credit

    By legort69,
    • 9 replies
    • 1.2k views

  10. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 9 replies
    • 3.6k views

  11. Info that old TPA is obligated to supply for a takeover?

    By mming,
    • 9 replies
    • 1.3k views

  12. Overly generous employer

    By Santo Gold,
    • 9 replies
    • 2.8k views

  13. incentive to defer - raffle

    By SheilaD,
    • 9 replies
    • 2.3k views
    • Guest
    • Guest

  14. 2022 deferral and terminated employee

    By Jakyasar,
    • 9 replies
    • 859 views

  15. 401k Plan Termination - post termination date contributions?

    By MD-Benefits Guy,
    • 9 replies
    • 4.4k views

  16. Large plan delinquent deposit determination

    By TPApril,
    • 9 replies
    • 1.2k views

  17. Rollovers by Terminated Participants

    By lalaland,
    • 9 replies
    • 7.1k views

  18. Automatic Enrollment - payperiod and start of deferrals

    By John Feldt ERPA CPC QPA,   
    • 9 replies
    • 2.1k views

  19. Top-Paid Group and 410(b)(6)(C)

    By austin3515,
    • 9 replies
    • 1.8k views

  20. EPCRS, corrected part loan: treatment of now incorrect 1099R

    By QP_Guy,
    • 9 replies
    • 3.6k views

  21. VERY late Profit Sharing Contribution

    By Guest AdminFL,
    • 9 replies
    • 4.8k views
    • Guest
    • Guest

  22. Handling year end "true-up"

    By Guest Kconsultant,
    • 9 replies
    • 4.4k views

  23. Guidance on DOL requirement that Auditors test and report on timeliness of deferrals

    By Guest Mikefcpa,
    • 9 replies
    • 2.2k views
    • Guest
    • Guest

  24. moving from common law to leased employee

    By Guest Livia,
    • 9 replies
    • 3k views

  25. Otherwise Excludable Employees

    By Becky Schwing,
    • 9 replies
    • 3k views

  26. Gross pay insufficient to deduct 401(k) deferrals?

    By kmhaab,
    • 9 replies
    • 5k views

  27. Hardship Withdrawal

    By Pammie57,
    • 9 replies
    • 9.2k views

  28. Top-paid election

    By ERISA25,
    • 9 replies
    • 5.4k views

  29. What does between 5 and 10 mean?

    By austin3515,
    • 9 replies
    • 1.7k views

  30. May a self-employed individual who had pay more than $145,000 choose non-Roth catch-up deferrals?

    By Peter Gulia,
    • 9 replies
    • 1.1k views

  31. Incorrect Deferral Election Deposits (Roth vs Pretax)

    By Kattdogg12,
    • 9 replies
    • 2.1k views

  32. Using the otherwise excludable disaggregation method for ADP testing for the 2014 plan year

    By 30Rock,
    • 9 replies
    • 2.2k views

  33. Real Estate Investing.... ugh

    By Basically,
    • 9 replies
    • 1.5k views

  34. John Hancock Reports

    By Guest raleightpa,
    • 9 replies
    • 3.4k views

  35. Can a member of controlled group split from it's plan?

    By Lori H,   
    • 9 replies
    • 1.8k views

  36. Outstanding Loan Balance - participant death

    By Alex Daisy,
    • 9 replies
    • 11.1k views

  37. incentives to defer?

    By Guest MES,
    • 9 replies
    • 1.3k views
    • Guest
    • Guest

  38. Early Retirement in DC Plan

    By Guest new2this,
    • 9 replies
    • 1.8k views
    • Guest
    • Guest

  39. 401k loan default

    By tomaszp,
    • 9 replies
    • 3.2k views

  40. ADP & ACP testing is only performed on "eligible" HCEs

    By Moe Howard,
    • 9 replies
    • 2.5k views

  41. Catch-up Contributions

    By Guest xgn7t,
    • 9 replies
    • 1.8k views

  42. Owner of company wants to invest his plan assets in the company.

    By katieinny,
    • 9 replies
    • 2.1k views

  43. Calculating Employer Match

    By DP,
    • 9 replies
    • 1.8k views

  44. Inelig HCE deferred - how to correct (& tax)?

    By AlbanyConsultant,
    • 9 replies
    • 920 views

  45. Employer Contributions

    By MARYMM,
    • 9 replies
    • 2.4k views

  46. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley,
    • 9 replies
    • 10.5k views

  47. 401K-waiting period for final distribution

    By golfnut,
    • 9 replies
    • 9.1k views

  48. A Real Problem

    By rblum50,
    • 9 replies
    • 646 views

  49. What's up with the IRS and their apparent 180 on Safe Harbor plans?

    By Brenda Wren,
    • 9 replies
    • 1.9k views

  50. Forfeiture release date issue

    By cpc0506,
    • 9 replies
    • 2k views
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